Luffy automation guides
Automate the work. Keep hold of the truth.
Practical guides to the workflows teams repeat every week. Each one names the inputs, finished artifact, review boundary, and source material before it recommends automation.
Finished workReviewed guideAutomation brief
A useful automation ends in visible work
Every guide starts from the artifact your team needs, then works backward to the trigger, sources, and review boundary.
- The trigger that starts the work
- The artifact a teammate receives
- The sources that support each claim
- The point where a human reviews it
01
Automation guides
A maintained starting cohort. We add a page only when the job is distinct and Luffy has a real workflow behind it.
- 01SalesHow to automate meeting notes into HubSpotA practical workflow for turning call transcripts into structured HubSpot notes, next steps, and reviewable CRM updates.
- 02OperationsHow to automate a weekly operating reportBuild a weekly reporting workflow that compares periods, explains changes, and delivers decisions and owner follow-ups.
- 03SalesHow to automate lead enrichment without losing the evidenceA lead enrichment workflow that records fit reasons, fills permitted CRM fields, and keeps outbound messages approval-first.
- 04SupportHow to automate customer support ticket triageCategorize, prioritize, draft, and route support tickets while keeping customer-facing replies and ambiguous escalations under review.
- 05OperationsHow to automate document processing with an exception queueExtract structured data from PDFs, scans, forms, and contracts, validate it, and route uncertain records for review.
- 06PeopleHow to automate employee onboarding without losing control of accessCoordinate Day 1 tasks, tool provisioning, welcomes, and missing-access follow-ups while keeping access grants policy-scoped.
02
Why this library stays small
Search demand can suggest what to investigate. It is not enough to publish. An indexed guide also needs a distinct job, a reviewed Luffy workflow, a concrete finished artifact, and sources a reader can inspect.
- 6
- indexed guides
- 1
- product recipe behind each guide
- 0
- pages published from keywords alone