Free Business Automation Resources

Download our collection of free templates, checklists, and tools to streamline your business operations and boost productivity.

Free Automation Resources

Everything you need to get started with business automation. All resources are completely free to download and use.

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Templates

Ready-to-use templates for common business processes and workflows.

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Checklists

Step-by-step checklists to ensure nothing is missed in your automation projects.

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Tools

Interactive tools and calculators to help you plan and measure automation ROI.

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Free Templates

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Process Mapping Template

Map out your current business processes to identify automation opportunities.

PDF β€’ 2.3 MB
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ROI Calculator Template

Calculate the return on investment for your automation projects.

Excel β€’ 1.8 MB
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Workflow Documentation

Template for documenting automated workflows and procedures.

Word β€’ 1.2 MB
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Customer Onboarding

Automated customer onboarding checklist and email sequence template.

PDF β€’ 1.5 MB
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Inventory Management

Automated inventory tracking and reorder point templates.

Excel β€’ 2.1 MB
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Email Sequences

Pre-written email automation sequences for common business scenarios.

PDF β€’ 3.2 MB

Automation Checklists

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Automation Readiness Checklist

Assess your business readiness for automation with this comprehensive checklist.

  • βœ“ Process identification
  • βœ“ Technology assessment
  • βœ“ Team training needs
  • βœ“ Budget planning
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Implementation Guide

Step-by-step guide for implementing automation in your business.

  • βœ“ Project planning
  • βœ“ System setup
  • βœ“ Testing procedures
  • βœ“ Go-live checklist

Interactive Tools

Automation ROI Calculator

Time Savings Calculator

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