SMB automation you can build yourself.
I’m Drew. I started SMB Ops because AI is easy and operations are hard. This is the SMB automation library I keep for owners who would rather wire the work than hire it out.
If the process only lives in your head, start with the SOP hub. Picking a ledger is QuickBooks vs Xero. Payday is Gusto vs QuickBooks Payroll. For SMB marketing automation, use the email guides and the social prompts.
- No code required
- Step-by-step, every guide
- Works with tools you already run
Featured automations
The highest-impact automations for small business owners.
Auto-Send Invoices When a Job is Marked Complete
Automatically generate and send QuickBooks invoices the moment a job status changes in your project management tool. Zero manual invoice creation.
Recover Lost Sales with Shopify + Klaviyo Abandoned Cart Automation
Set up a 3-email abandoned cart sequence in Klaviyo that automatically recovers 10-20% of your lost Shopify sales.
Auto-Add New Leads to CRM + Notify Your Sales Team Instantly
Every new lead from your website, ads, or social is instantly added to HubSpot and your team gets a Slack notification within seconds.
Build a 5-Email Welcome Sequence in Mailchimp That Converts
Set up a automated welcome sequence that turns new subscribers into paying customers — completely on autopilot.
Sync Stripe Payments to QuickBooks Automatically
Every Stripe payment automatically creates a corresponding entry in QuickBooks — keeping your books accurate without manual data entry or end-of-month reconciliation headaches.
What do you want to streamline?
Copy, paste, fill in the blanks
Work smarter with AI. Prompts organized by business function.
Follow-Up Email After Sending a Proposal
A persuasive, non-pushy follow-up email to send 3-5 days after delivering a proposal. Addresses common objections and creates soft urgency.
Review Request SMS After Service Completion
A short, conversational SMS to send customers within 30 minutes of completing a service. Gets a 25-35% response rate.
Generate a Week of Social Media Content for Any Business
Create 7 days of ready-to-post social content tailored to your business type, audience, and platform in under 2 minutes.
Cold Outreach Email to a Local Business Prospect
A hyper-personalized cold email template that gets replies from local business owners — not a generic pitch.
LinkedIn Thought Leadership Post for Business Owners
Write a high-engagement LinkedIn post that positions you as the go-to expert in your industry — without being preachy or humble-braggy.
Persuasive Proposal Executive Summary — Win More Deals
Write a compelling one-page executive summary for your sales proposal that makes decision-makers want to read the full document.
Apps and the words vendors throw around
Short pages on the AI apps owners ask about, and a glossary for MCP, agents, RAG, and the rest. Prices only where the vendor published them.
Automations for tools you already use
Find every guide organized by the software in your stack.
Built for every part of your operation
Drowning in invoices. Losing track of leads. Living in your inbox — there’s a guide for that.
Browse all resourcesFree resource packs
Get your first automation running this weekend.
The SMB Starter Pack: 10 ready-to-deploy automations, curated for small business owners. No code required.