Problem Board
Browse approved business automation problems. Contact details and submitter emails are kept private.
New client onboarding tasks are repeated manually
Every new client requires the same repeated messages, documents, reminders, and setup steps. The team wants a more consistent onboarding workflow.
Desired result: Create onboarding checklists, collect client details, and notify the team when setup steps are complete.
Tools: Forms, email, CRM, task checklist
Social media content approval is messy
Approvals happen across WhatsApp, spreadsheets, and email. Captions, images, dates, and status updates are hard to track.
Desired result: Create a simple approval workflow for captions, images, dates, and posting status.
Tools: WhatsApp, spreadsheets, email, social scheduler
Invoice data is copied manually into spreadsheets
Staff manually copy invoice numbers, totals, dates, and vendor names from PDF invoices into spreadsheets. The process is repetitive and error-prone.
Desired result: Extract invoice details from PDFs and prepare structured records for human review.
Tools: PDF invoices, spreadsheets, email attachments
Customer support messages need better sorting
Team members manually read every support message and decide which ones are urgent, repeated, or simple. This slows down response time and makes reporting harder.
Desired result: Classify support messages by topic and urgency before the team responds.
Tools: Support inbox, helpdesk, email
Website leads are not followed up fast enough
Leads arrive through a website form, but the team checks them late or misses important details. The business wants to capture form leads, notify the admin, score urgency, and prepare a follow-up brief.
Desired result: A private lead workflow that stores the request, alerts the owner, and prepares a clean lead summary for follow-up.
Tools: Website forms, email, Google Sheets