5 Workflow Automation Templates for Small Business

Workflow automation can transform how small businesses handle leads, follow-ups, and reporting. Here are five templates you can implement today.

1. Lead Capture to CRM Sync

When a new lead enters your system (via form, landing page, or chat), automatically add them to your CRM and trigger a welcome email. This ensures no lead falls through the cracks.

2. Follow-Up Sequence

Set up a 3-email sequence: Day 1 (value), Day 3 (case study), Day 7 (soft CTA). Automate based on lead engagement so you don't manually track each follow-up.

3. Meeting Reminder Flow

Automate reminders 24 hours and 1 hour before scheduled calls. Include a confirmation link to reduce no-shows.

4. Pipeline Status Alerts

When a deal moves to "Closed Won" or "Closed Lost," notify the right team members and update internal dashboards.

5. Weekly Report Digest

Automatically compile key metrics (new leads, conversions, pipeline value) and send a weekly summary to stakeholders.

Ready to automate? The MAZ Solutions platform includes these workflows out of the box. Start your free trial to see how it works.