Guides Practical Playbooks for SMB Teams

AI Automation Guides

Download practical guides on AI automation for sales, operations, finance, HR, and support. Built for small and medium businesses.

Learn how to automate your business — one workflow at a time

Our guides are written for founders, operators, and team leads who want to understand AI without the hype. Each guide provides step-by-step instructions, example workflows, templates, and best practices so your team can adopt automation confidently and effectively.

What’s inside our guides

  • Industry-specific playbooks: Retail, e-commerce, professional services, logistics, healthcare.
  • Function-specific automation templates: Sales, marketing, support, operations, finance, HR.
  • AI adoption frameworks: How to choose use cases, measure ROI, and roll out safely.
  • Security & governance checklists: How to stay compliant while using AI tools.
  • Case studies: Real before/after examples from SMB teams.

Who these guides are for

  • Small and medium businesses scaling without adding headcount.
  • Founders and CEOs building automation-ready teams.
  • Managers improving process efficiency across departments.
  • IT & ops leaders evaluating AI platforms and tools.

Featured guides

The SMB Guide to AI Automation (Beginner → Advanced)
AI for Customer Support: 12 Workflows You Can Deploy Today
AI for Finance & Admin: Forecasting, Expense Handling & Approvals
The AI Adoption Playbook: How to Launch Your First 30-Day Pilot

Download the complete Automation Guide collection