✅ Free Automation Checklist

​15 Easy Wins to Save Time, Eliminate Busywork, and Scale Smarter
🧠 Getting Started: What Makes a Good Automation?Before you jump in, focus on automating tasks that are:

• ✅ Repetitive (done the same way every time)
  
• ✅ Rule-based (no complex decision-making)
  
• ✅ Time-consuming (takes >15 minutes/week)
  
• ✅ Cross-tool (involves copy/paste between apps)
  

🔥 Sales & Lead Follow-Up✅ New lead form → auto-send thank-you email
✅ New CRM deal → create Slack/Teams alert for sales rep
✅ Booked Calendly meeting → auto-create Zoom link + calendar event
✅ Lost deal → trigger follow-up email sequence in 7 days

📋 Client Onboarding✅ Signed contract → auto-generate client welcome email
✅ New client in CRM → create folder in Google Drive or Dropbox
✅ Onboarding form → create task checklist in ClickUp, Asana, or Trello
✅ New matter/project → assign team lead + due dates

💸 Invoicing & Payments✅ Project completed → auto-generate invoice in QuickBooks/Wave
✅ Unpaid invoice → send payment reminder after 7/14/30 days
✅ Payment received → send thank-you + receipt automatically
✅ Paid invoice → update spreadsheet or CRM with payment status

🗃️ Internal Operations✅ New hire form → auto-create onboarding checklist
✅ Form response → auto-send Slack alert or email digest
✅ Weekly update → auto-summarize tasks from project tool + send to team
✅ End of day → reminder to log billable hours or update CRM

🔧 Tools You Can Use (All Free or Freemium)

• Zapier / Make – Workflow automation between apps
  
• Calendly / Acuity – Scheduling automation
  
• Google Forms / Jotform / Typeform – Intake + trigger forms
  
• Gmail + Google Sheets – Logging, alerts, data handoff
  
• Slack / Microsoft Teams – Instant alerts
  
• QuickBooks / Wave / Stripe – Invoicing + payment sync
  
• ClickUp / Trello / Asana – Task automation
  

🚀 Ready to Go Further?This checklist is just the beginning. If you want a personalized automation audit — or want us to build these for you — let’s talk.
👉 Schedule a free strategy call with Questr
We'll find your biggest time sinks and give you a roadmap to automate them.