What small businesses are actually doing with AI agents. Five real use cases in your inbox every morning at 6:30am, each sourced from a real post, with a copy-ready prompt for every case.
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A plumber's bot also files his email receipts for tax season and drafts his terms forms.
Try it · based on the source's workflow
Watch my inbox in [email account] for new customer leads. For each lead, pull out the name, contact details, job wanted, and address, and send it straight to [dispatcher name or channel] for scheduling. Also find every email receipt, save a copy to [Drive folder or log], and record the date, sender, and amount in the log for tax season. Draft any standard forms I ask for, such as terms and conditions, from my notes. Show me a summary of leads routed and receipts filed every [day or week]. Do not reply to customers yourself.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
His AI employee checks Stripe and Xero daily and drafts the chase for his approval.
Try it · based on the source's workflow
Check [Stripe, Xero, or accounting tool] every morning for invoices that are unpaid and more than [number] days past due. For each one, list the client, amount, due date, and any past payment pattern you can see. Draft a polite reminder in my voice for each, addressed from [email address], and show me the drafts first. Send only the reminders I approve, and report back the same day on anything that gets paid or replied to.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
He says the comprehensive report he got back was worth $300 to him.
Try it · based on the source's workflow
Search [forums, communities, or sites] for mentions of [my name] and [business name], including these spelling variations: [list]. Cover the last [time period]. For every mention, give me the link, the date, what was said, and whether it is positive, negative, or a question I should answer. Group the findings into: things I should reply to, things I should fix, and things that are just useful to know. Do not post or reply anywhere yourself.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Sorting customer questions took 40 minutes a day before one agent took that single job.
Try it · based on the source's workflow
Take over one workflow only: sorting incoming customer questions in [inbox or helpdesk]. Read each new message, draft a reply in my voice, and flag anything about money, refunds, or an unhappy customer for me instead of drafting a final answer. Before any reply sends, show it to me. Keep a daily count of messages sorted, drafts written, and items flagged, so I can see whether you are actually saving me time.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
It also checks bank statements and cards, handles disputes, and built his finance dashboard.
Try it · based on the source's workflow
Act as a finance assistant for [business name]. Review new invoices in [accounting tool], bank statements, and card charges I give you access to. Flag duplicate charges, charges that look wrong, and bills that differ from what we agreed. Draft dispute or refund requests for the ones I confirm, and never submit one without my approval. Keep a simple dashboard updated: money in, money out, invoices waiting, and anything unusual. Send projections and the full list to me before anything goes to my accountant.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
In media it finds his clients; in real estate it briefs him before he calls the realtor.
Try it · based on the source's workflow
Take over these daily systems for [business name]: [list the recurring jobs, such as finding prospective clients, checking listings, or preparing briefs]. For prospecting, search [sources] for matches to [criteria] and give me a short brief on each: what it is, why it fits, and what I should know before I make contact. Do not contact anyone yourself. Send me one summary each morning with what you found and what you did.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
His catering company's bids, invoices, outreach and finance now run through a bot.
Try it · based on the source's workflow
Run the paperwork side of my catering business, [business name]. For each new enquiry in [inbox], draft a bid from our menus and price list: [paste or link]. Draft the invoice when a job is confirmed, using [accounting tool], and show it to me before it sends. Keep a weekly finance summary: bids sent, jobs booked, invoices paid and unpaid. Draft outreach messages to past clients from [list], but send nothing to a client without my approval.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A guide site for over-50s has run on an agent's daily checks since October 14.
Try it · based on the source's workflow
Run a daily check of my website, [site URL]. Visit every page, check every outside link, and list any that are dead or redirected, with a suggested replacement for each. Refresh [news or listings section] from [sources]. Prepare a draft of [newsletter or weekly update] for my approval. Never send email, post on social media, or publish changes that change prices or promises without my approval. Send me a short report each morning: pages checked, links fixed, and anything waiting on me.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
The agent built his use-case site, kept shipping updates, and handled sponsor inquiries.
Try it · based on the source's workflow
Help me run [website or small business] one function at a time. Start with [function, such as maintaining the website or answering inbound enquiries]. Work only inside these authority limits: [list what you may do alone, and what needs my approval]. Keep a log of everything you change, earn, or agree to, and show me a weekly audit of results only. If an enquiry involves money, a contract, or a public statement in my name, stop and ask me first.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
His AI employee checks Stripe and Xero daily and drafts the chase for his approval.
Try it · based on the source's workflow
Check [Stripe, Xero, or accounting tool] every morning for invoices that are unpaid and more than [number] days past due. For each one, list the client, amount, due date, and any past payment pattern you can see. Draft a polite reminder in my voice for each, addressed from [email address], and show me the drafts first. Send only the reminders I approve, and report back the same day on anything that gets paid or replied to.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
It also checks bank statements and cards, handles disputes, and built his finance dashboard.
Try it · based on the source's workflow
Act as a finance assistant for [business name]. Review new invoices in [accounting tool], bank statements, and card charges I give you access to. Flag duplicate charges, charges that look wrong, and bills that differ from what we agreed. Draft dispute or refund requests for the ones I confirm, and never submit one without my approval. Keep a simple dashboard updated: money in, money out, invoices waiting, and anything unusual. Send projections and the full list to me before anything goes to my accountant.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A workflow extracts invoices into the books and queues only the dodgy ones.
Try it · based on the source's workflow
Build an invoice intake workflow in [automation tool]. When a supplier invoice arrives as a photo or PDF in [inbox or upload point], extract vendor, date, line items and totals as structured fields. Check the invoice against [log spreadsheet] for duplicates and check the line items sum to the total. Post clean invoices to [accounting software]; send anything duplicated, mismatched or unreadable to a review queue and email me the review list every morning at [time]. Never pay an invoice: filing only, and show me a test run before it goes live.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A bot audited about $570 a month in tools and found about $114 a month he did not use.
Try it · based on the source's workflow
Audit the tools and subscriptions I pay for. From [the statements or list I provide], list every recurring charge: name, amount, frequency, and total this year. Flag the ones with no recent use or that I thought I had cancelled, and total what they cost me a year. Do not cancel, change, or buy anything: show me the list and I will decide.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
He says the comprehensive report he got back was worth $300 to him.
Try it · based on the source's workflow
Search [forums, communities, or sites] for mentions of [my name] and [business name], including these spelling variations: [list]. Cover the last [time period]. For every mention, give me the link, the date, what was said, and whether it is positive, negative, or a question I should answer. Group the findings into: things I should reply to, things I should fix, and things that are just useful to know. Do not post or reply anywhere yourself.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A brewery and bar owner says his bot reached 12,000+ customers with custom offers, set up in one day.
Try it · based on the source's workflow
Reach out to past customers of [business name] with a custom offer for [offer], using the customer list in [POS or CRM system]. Draft birthday party invites that include the waiver link and a QR code for buying a gift card, plus a pre-visit text and email for guests with bookings. Before anything is sent, show me the message, who it goes to, and how many people will receive it, and wait for my approval.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An agency owner now only sets the numbers while agents run ads and bookings.
Try it · based on the source's workflow
Run [client business name]'s ad account under these rules I set: budget cap [amount], target [metric and threshold], audiences [list]. A reviewing agent checks every proposed change against the rules before anything goes live, and no change that raises spend beyond [limit] or touches billing runs without my approval. Book qualified leads into [calendar] and log every lead and change in [CRM]. Send me a daily report: spend, results, changes made, and anything waiting on my decision.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A tax calculator site reached 40k monthly users; the owner tells the growth story.
Try it · based on the source's workflow
Grow traffic to my [calculator or tool] site with AI help. Research the questions people search for around [topic], group them by intent, and draft one genuinely useful page or improvement per week using only facts you can source. Show me each draft with its sources before anything publishes. Track clicks and users monthly in [analytics] and report what changed and what you recommend next. Never publish, buy links, or change site settings without my approval.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Sorting customer questions took 40 minutes a day before one agent took that single job.
Try it · based on the source's workflow
Take over one workflow only: sorting incoming customer questions in [inbox or helpdesk]. Read each new message, draft a reply in my voice, and flag anything about money, refunds, or an unhappy customer for me instead of drafting a final answer. Before any reply sends, show it to me. Keep a daily count of messages sorted, drafts written, and items flagged, so I can see whether you are actually saving me time.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A 40-seat restaurant's booking agent quoted $45 for a $68 set menu within four days, and promised a refund policy that never existed.
Try it · based on the source's workflow
Answer customer messages for [business name] using only the facts file I give you, which has three sections: [FACTS] with our prices, hours, and policies written as single lines; [RULES] including quote only facts listed in [FACTS], never invent prices, discounts, or policies, and never confirm a refund; and [ESCALATE IF] listing the cases you must hand to a person, such as refund requests, allergen questions, or discount requests over [percent]. If a fact is not listed, say you will check with the team. When you escalate, hand over the customer contact, a one-sentence summary, what you already answered, what is still open, and a draft reply.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A vendor guide walks through an AI receptionist that answers from a price list, takes bookings, and texts confirmations.
Try it · based on the source's workflow
Answer calls for [business name] when I cannot pick up. Tell callers at the start that you are an AI assistant and that the call is transcribed into a note. Answer questions only from my business profile and price list; if something is not on the list, say you will check and take a message instead of inventing a figure. Take orders and bookings only for times when I am actually available, and text the caller a confirmation once they agree. After each call, send me a short note with who called, what was agreed, and anything that still needs me.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Three months in, an AI receptionist added about 14 jobs a month for a four-truck firm.
Try it · based on the source's workflow
You answer inbound calls for [HVAC company] around the clock. Greet callers in our name, ask what they need (repair, install, maintenance, emergency), collect name, address and callback number, and check [calendar or booking system] for real open slots. Offer two times and book their pick, then confirm the details back to them before ending the call. For emergencies such as no heat with a baby or elderly person at home, or a gas smell, transfer to [on-call number] immediately. Send me a summary of every call the same day, and show me the full call script before we go live.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A plumber's bot also files his email receipts for tax season and drafts his terms forms.
Try it · based on the source's workflow
Watch my inbox in [email account] for new customer leads. For each lead, pull out the name, contact details, job wanted, and address, and send it straight to [dispatcher name or channel] for scheduling. Also find every email receipt, save a copy to [Drive folder or log], and record the date, sender, and amount in the log for tax season. Draft any standard forms I ask for, such as terms and conditions, from my notes. Show me a summary of leads routed and receipts filed every [day or week]. Do not reply to customers yourself.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Handing every task to an agent for a day left it handling most of his new mail.
Try it · based on the source's workflow
Take over the routine part of my inbox in [email account], step by step. First, just check new mail and propose a reply to every request, in my voice, and show me each one before anything sends. Sort mail into: simple requests you can draft, information-only mail to file, mail that needs my judgment, and spam. Handle meeting setup and invoice sending only from the drafts I approve. Send me a daily count: how many you handled, how many are waiting on me.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A photographer runs his whole business through an agent, and keeps only the judgment calls.
Try it · based on the source's workflow
Run the admin side of my business, [business name], from one-line instructions from me. Monitor my inbox in [account] and draft replies, create and track invoices in [tool] and draft follow-ups for unpaid ones, manage my calendar and reminders, and keep my contacts and leads database in [system] up to date. Nothing goes out under my name without my approval, and anything about money or payments stops for my decision. Send me a daily summary of what you prepared and what is waiting on me.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
It now handles 60% of after-hours inquiries with no human involved.
Try it · based on the source's workflow
Act as the after-hours receptionist for [spa name]. Answer FAQs from this list: [paste services, prices, hours, policies]. Offer appointment slots from [booking link], collect the visitor's name, phone, and service wanted, and confirm by text. Send me a summary of every conversation each morning at [time]. If someone reports pain, a reaction, or anything medical, do not advise: tell them to contact [clinic number] and flag it to me immediately.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A founder set up a lead-hunting agent yesterday and says it has already found 23 potential customers.
Try it · based on the source's workflow
Hunt for potential customers for [business or product]. Look in [sources or places] for people who show [buying signals that fit my offer]. For each person, record their name, where you found them, and in one line why they fit. Put the results in a table and stop there. Do not contact anyone; I will review the list first.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
An agency founder's bot replaced his daily GoHighLevel logins and surfaced over 400 potential leads to follow up.
Try it · based on the source's workflow
Twice a day, in the morning and evening, review my GoHighLevel account and send me a short report: new leads, new contacts, appointments coming up, where each opportunity stands, and email open rates. Flag any lead with no follow-up for more than [number] days and draft a re-engagement message for each one. Show me the drafts and wait for my approval before sending anything.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Every form lead gets four qualifying questions by text; only serious jobs reach the owner.
Try it · based on the source's workflow
When a new lead form arrives from [source], text the lead within one minute: introduce yourself as [name] from [company], then ask these four questions one at a time: roof type and age, leak or full replacement, property address, and timeline. If the job is over [minimum job size], offer two site-visit times from my calendar [link] and book their pick. Notify me on [Slack or email] only for booked visits or jobs over [amount]. Show me the full conversation script first for approval.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
Five agents took a 15-hour weekly grind to zero, at about $20 a day in compute.
Try it · based on the source's workflow
Run my weekly prospecting pipeline in five steps and show me each output before anything sends: 1) Find [number] prospects matching [ideal client profile] from [sources]. 2) Draft a personalized 3-email sequence for each using [my offer and tone examples]. 3) Send only the sequences I approve. 4) Classify replies as interested, not now, or no, and draft follow-ups for the interested ones. 5) For hot replies, offer my booking link [link] and log everything in [CRM]. Report time and cost per run.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
In media it finds his clients; in real estate it briefs him before he calls the realtor.
Try it · based on the source's workflow
Take over these daily systems for [business name]: [list the recurring jobs, such as finding prospective clients, checking listings, or preparing briefs]. For prospecting, search [sources] for matches to [criteria] and give me a short brief on each: what it is, why it fits, and what I should know before I make contact. Do not contact anyone yourself. Send me one summary each morning with what you found and what you did.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
His catering company's bids, invoices, outreach and finance now run through a bot.
Try it · based on the source's workflow
Run the paperwork side of my catering business, [business name]. For each new enquiry in [inbox], draft a bid from our menus and price list: [paste or link]. Draft the invoice when a job is confirmed, using [accounting tool], and show it to me before it sends. Keep a weekly finance summary: bids sent, jobs booked, invoices paid and unpaid. Draft outreach messages to past clients from [list], but send nothing to a client without my approval.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
A guide site for over-50s has run on an agent's daily checks since October 14.
Try it · based on the source's workflow
Run a daily check of my website, [site URL]. Visit every page, check every outside link, and list any that are dead or redirected, with a suggested replacement for each. Refresh [news or listings section] from [sources]. Prepare a draft of [newsletter or weekly update] for my approval. Never send email, post on social media, or publish changes that change prices or promises without my approval. Send me a short report each morning: pages checked, links fixed, and anything waiting on me.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.
The agent built his use-case site, kept shipping updates, and handled sponsor inquiries.
Try it · based on the source's workflow
Help me run [website or small business] one function at a time. Start with [function, such as maintaining the website or answering inbound enquiries]. Work only inside these authority limits: [list what you may do alone, and what needs my approval]. Keep a log of everything you change, earn, or agree to, and show me a weekly audit of results only. If an enquiry involves money, a contract, or a public statement in my name, stop and ask me first.
A starting template based on the workflow the source describes. Review it before you use it; you are responsible for what it does.