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Automation Recipes You Can Copy Today
Amarinder Sidhu
April 26, 2025
Let’s skip the manual labor — literally.
If you’ve ever thought, “There’s got to be a faster way to handle this,” you’re right.
AI isn't just about generating ideas or dashboards. It’s about quietly stitching together the everyday workflows that slow you down.
Today, I’m giving you 5 simple but powerful automation recipes — real workflows you can steal, tweak, and deploy inside your team. No complicated setups. No 3-month rollout plans. Just practical AI shortcuts you can start using this week.
Quick Takeaways
Most operations tasks can be 80% automated with simple AI tools.
You don’t need custom coding or enterprise tools — off-the-shelf Zapier and ChatGPT setups can handle a lot.
The key: focus on workflows you repeat daily or weekly — that’s where automation wins big.
Want to streamline even more workflows?
I'm building a private library of ready-to-use prompts, automations, and mini blueprints.
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Here are 5 automation recipes you can start using this week:
Workflow #1: Auto-Summarize Meetings into Action Plans
Task:
Turn Zoom or Google Meet calls into clean action item lists for your team.
AI Tool(s):
Otter.ai 🦦 + Notion 📝 + Zapier 🔗
Prompt / Automation Setup:
Auto-transcribe meetings with Otter.ai.
Use Zapier to send Otter transcripts to a Notion database.
Prompt ChatGPT to extract and format action items based on team members.
Impact:
Saves ~2 hours/week per manager, reduces dropped tasks after meetings.
Workflow #2: Daily KPI Bot for Teams
Task:
Send daily KPI summaries into Slack or Teams automatically.
AI Tool(s):
ChatGPT 🤖 + Google Sheets 📊 + Slack 💬
Prompt / Automation Setup:
Use Google Sheets to collect daily metrics.
Set up a script/Zap to send a data summary to ChatGPT.
Auto-post the clean KPI report into a Slack channel.
Impact:
Increases team visibility, replaces daily manual reporting with 5-minute automation.
Workflow #3: Auto-Triage Customer Support Emails
Task:
Categorize and tag incoming emails without lifting a finger.
AI Tool(s):
Gmail 📩 + ChatGPT 🤖 + Zapier 🔗
Prompt / Automation Setup:
Set Gmail filters to capture incoming support emails.
Use Zapier to trigger ChatGPT to categorize (e.g., billing, tech issue, feature request).
Forward tagged emails to the right department automatically.
Impact:
Speeds up first response times by 30–50%, reduces manual sorting.
Workflow #4: Auto-Onboard New Clients (Without Lifting a Finger)
Task:
Collect client intake forms and create instant project folders + tasks.
AI Tool(s):
Typeform 📝 + Google Drive 📁 + Asana ✅
Prompt / Automation Setup:
New clients fill out a Typeform intake form.
Zapier triggers to create client folders in Drive and a matching project in Asana.
Optional: Send a personalized welcome email automatically.
Impact:
Onboards new clients in minutes instead of hours, improves client experience.
Workflow #5: Create Instant 30/60/90 Day Plans for New Hires
Task:
Auto-generate a customized onboarding plan for every new team member.
AI Tool(s):
ChatGPT 🤖 + Notion 📝
Prompt / Automation Setup:
Input role + level + department into a Notion form/database.
Use a pre-written ChatGPT prompt to output a 30/60/90 day plan based on input.
Populate a Notion page automatically for the new hire.
Impact:
Reduces HR bottlenecks, makes new hires productive faster.
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