# Automation Workflows by Job Role **Find automation workflows designed specifically for your job and industry** *Save 10-15 hours per week with role-specific automation workflows that actually work* ## How to Use This Guide 1. **Find your role** in the sections below 2. **Click the link** to see detailed automation workflows 3. **Follow the setup guides** for N8N or Make.com 4. **Start with one workflow** and expand from there ## 💼 Business & Operations ### Sales & Business Development - **[Sales Representative Automations](Sales/Sales%20Representative%20Automations.md)** - Lead qualification and scoring - Follow-up sequence automation - Pipeline tracking and reporting - *Time saved: 10-15 hours/week* - **[F&B Sales Professional Automations](Sales/F&B%20Sales%20Professional%20Automations.md)** - Customer relationship and account management - Territory management and route optimization - Order processing and inventory coordination - *Time saved: 20-25 hours/week* - **[Small Business Owner Automations](Operations/Small%20Business%20Owner%20Automations.md)** - Invoice processing and payment tracking - Financial dashboards and reporting - Customer communication workflows - *Time saved: 8-12 hours/week* ### Operations & Management - **[Administrative Assistant Automations](Operations/Administrative%20Assistant/Administrative%20Assistant%20Overview.md)** - Meeting coordination and scheduling - Document processing and filing - Travel planning and expense tracking - *Time saved: 12-18 hours/week* - **[HR Manager Automations](Operations/HR%20Manager/HR%20Manager%20Overview.md)** - Employee onboarding workflows - Performance review coordination - Benefits enrollment and tracking - *Time saved: 10-16 hours/week* - **[HR Leader Automations](Operations/HR%20Leader/HR%20Leader%20Overview.md)** - Strategic talent acquisition and pipeline management - Performance management and employee development - Workforce analytics and strategic planning - *Time saved: 25-30 hours/week* - **[Recruiter Automations](Operations/Recruiter/%20Recruiter%20Overview.md)** - Interview coordination and communication management - Candidate sourcing and screening automation - ATS integration and data management - *Time saved: 27-33 hours/week* - **[Customer Service Representative Automations](Operations/Customer%20Service%20Representative/Customer%20Service%20Representative%20Overview.md)** - Ticket routing and auto-responses - FAQ automation and knowledge base updates - Customer satisfaction tracking - *Time saved: 8-12 hours/week* ## 🏦 Finance & Investment ### Investment & Finance - **[Private Equity Automations](Finance/Private%20Equity/%20Private%20Equity%20Overview.md)** - Deal sourcing and pipeline management - Due diligence document processing - Portfolio monitoring and reporting - *Time saved: 12-20 hours/week* - **[Venture Capital Automations](Finance/Venture%20Capital/%20Venture%20Capital%20Overview.md)** - Startup evaluation and deal flow - Portfolio intelligence gathering - Investor relations automation - *Time saved: 10-18 hours/week* - **[Management Consultant Automations](Consulting/Management%20Consultant/Management%20Consultant%20Overview.md)** - Due diligence and competitive analysis - Post-merger integration planning - Strategic research automation - *Time saved: 15-25 hours/week* - **[Business Analyst Automations](Consulting/Business%20Analyst/%20Business%20Analyst%20Overview.md)** - Requirements gathering and documentation - Stakeholder communication and alignment - Data analysis and business intelligence - *Time saved: 15-20 hours/week* - **[Big 4 Accounting Firm Automations](Accounting/%20Accounting%20Overview.md)** - Client portfolio and relationship management - Audit process optimization and quality management - Advisory services and consulting delivery - *Time saved: 25-35 hours/week* ### Finance & Investment Banking - **[Corporate Finance Automations](Finance/Corporate%20Finance/Corporate%20Finance%20Automations.md)** - Expense report processing and validation - Financial report generation and analysis - Budget variance tracking and alerts - *Time saved: 20-25 hours/week* - **[Investment Banking Automations](Finance/Investment%20Banking/Investment%20Banking%20Overview.md)** - Deal sourcing and pipeline management - Financial modeling and valuation automation - Client relationship management and communication - *Time saved: 25-40 hours/week* - **[Financial Advisory Principal Automations](Finance/Financial%20Advisory/%20Financial%20Advisory%20Overview.md)** - Client lifecycle and relationship management - Automated reporting and compliance tracking - Business development and referral management - *Time saved: 12-15 hours/week* ### Real Estate & Insurance - **[Real Estate Professional Automations](Real%20Estate/Real%20Estate%20Professional/Real%20Estate%20Professional%20Overview.md)** - Lead generation and qualification - Listing management and marketing - Transaction coordination workflows - *Time saved: 25-35 hours/week* - **[Real Estate Investor Automations](Real%20Estate/Real%20Estate%20Investor/Real%20Estate%20Investor%20Overview.md)** - Property acquisition and deal analysis - Portfolio optimization and management - Investor relations and reporting - *Time saved: 30-40 hours/week* - **[Insurance Professional Automations](Operations/Insurance%20Professional%20Automations.md)** - Claims processing and settlement workflows - Policy administration and lifecycle management - Customer service and support automation - *Time saved: 25-35 hours/week* - **[Underwriter Automations](Insurance/Underwriter%20Automations.md)** - Document review and risk assessment - Client communication and updates - Pricing analysis and reporting - *Time saved: 6-12 hours/week* ## 🎯 Product & Marketing ### Product Management - **[Product Manager Automations](Product%20Management/Product%20Manager/Product%20Manager%20Overview.md)** - Customer feedback aggregation and analysis - Product analytics and KPI dashboards - Competitive intelligence and market research - *Time saved: 15-25 hours/week* - **[Technical Product Manager Automations](Product%20Management/Technical%20PM/Technical%20PM%20Overview.md)** - API developer journey automation - Developer community health monitoring - Technical product intelligence dashboards - *Time saved: 20-30 hours/week* ### Marketing & Growth - **[Brand Manager Automations](Marketing/Brand%20Manager/Brand%20Manager%20Overview.md)** - Comprehensive brand monitoring system - Brand consistency and guidelines enforcement - Crisis management and rapid response - *Time saved: 15-20 hours/week* - **[Digital Marketing Manager Automations](Marketing/Digital%20Marketing%20Manager/Digital%20Marketing%20Manager%20Overview.md)** - Multi-channel campaign orchestration - Unified marketing analytics dashboard - Marketing automation and lead management - *Time saved: 25-30 hours/week* - **[Email Marketing Specialist Automations](Marketing/Email%20Marketing/Email%20Marketing%20Overview.md)** - Behavioral email automation and personalization - Lead nurturing and scoring automation - Email performance analytics and optimization - *Time saved: 15-20 hours/week* - **[Social Media Manager Automations](Marketing/Social%20Media%20Manager/Social%20Media%20Manager%20Overview.md)** - Content creation and scheduling automation - Community engagement and monitoring - Analytics and performance optimization - *Time saved: 20-30 hours/week* - **[Product Marketer Automations](Marketing/Product%20Marketer/%20Product%20Marketer%20Overview.md)** - Go-to-market strategy and launch automation - Lead scoring and qualification - Competitive intelligence and monitoring - *Time saved: 20-30 hours/week* - **[Growth Marketer Automations](Marketing/Growth%20Marketer/%20Growth%20Marketer%20Overview.md)** - A/B testing and conversion optimization - Growth experiment automation - Revenue optimization workflows - *Time saved: 20-35 hours/week* ## 🎓 Education & Career ### Students - **[College Student Automations](Education/College%20Student/College%20Student%20Overview.md)** - Schedule and deadline management - Research and study assistance - Budget tracking and campus life - *Time saved: 4-8 hours/week* - **[MBA Student Automations](Education/MBA%20Student/MBA%20Student%20Overview.md)** - Case study research and analysis - Career event tracking and networking - Industry intelligence gathering - *Time saved: 6-10 hours/week* ### Education Professionals - **[K-12 Teacher Automations](Education/K-12%20Teacher/K-12%20Teacher%20Overview.md)** - Smart lesson planning and resource generation - Intelligent grading and feedback assistance - Classroom management and behavior tracking - *Time saved: 15-20 hours/week* - **[University Professor Automations](Education/University%20Professor/University%20Professor%20Overview.md)** - Research productivity and publication pipeline - Course management and teaching optimization - Grant writing and funding management - *Time saved: 20-30 hours/week* ### Career Services - **[Job Researcher Automations](Career%20Services/Job%20Researcher/Job%20Researcher%20Overview.md)** - Application tracking and management - Job discovery and filtering - LinkedIn networking automation - *Time saved: 8-12 hours/week* - **[Career Coach Automations](Career%20Services/Career%20Coach/%20Career%20Coach%20Overview.md)** - Client intake and assessment automation - Career development program tracking - Job market intelligence and research - *Time saved: 15-25 hours/week* ## ⚖️ Legal & Professional Services ### Legal Professionals - **[Lawyer Automations](Legal/Lawyer/Lawyer%20Overview.md)** - Smart time tracking and billing automation - Legal document automation and template management - Legal research and case management - *Time saved: 20-25 hours/week* ## 🚛 Transportation & Logistics ### Transportation Professionals - **[Truck Driver Automations](Operations/Truck%20Driver/Truck%20Driver%20Overview.md)** - Route optimization and fuel management - DOT compliance and ELD management - Load management and customer communication - *Time saved: 10-15 hours/week* ## 🏥 Healthcare & Veterinary Services ### Healthcare Professionals - **[Veterinarian Automations](Operations/Veterinarian/Veterinarian%20Overview.md)** - Medical records and documentation automation - Appointment scheduling and client communication - Inventory and medication management - *Time saved: 20-30 hours/week* - **[Chiropractor Automations](Healthcare/Chiropractor/%20Chiropractor%20Overview.md)** - Patient management and treatment documentation - Insurance processing and claims management - Appointment scheduling and patient communication - *Time saved: 15-20 hours/week* - **[Physical Therapist Automations](Healthcare/Physical%20Therapist/Physical%20Therapist%20Overview.md)** - Patient progress tracking and outcome analysis - Appointment scheduling and home exercise management - Treatment planning and compliance monitoring - *Time saved: 8-15 hours/week* - **[Massage Therapist Automations](Healthcare/Massage%20Therapist/Massage%20Therapist%20Overview.md)** - Client intake and wellness tracking - Appointment optimization and business management - Treatment personalization and client retention - *Time saved: 6-12 hours/week* ## 💪 Health & Fitness Services ### Fitness & Nutrition Professionals - **[Personal Trainer Automations](Services/Personal%20Trainer/%20Personal%20Trainer%20Overview.md)** - Client management and progress tracking - Workout planning and program delivery - Business operations and scheduling - *Time saved: 12-18 hours/week* - **[Nutritionist Automations](Services/Nutritionist/%20Nutritionist%20Overview.md)** - Client assessment and nutrition planning - Meal planning and recipe management - Practice management and client communication - *Time saved: 15-20 hours/week* ## 💇 Personal & Beauty Services ### Beauty & Wellness Professionals - **[Hair Salon Owner/Stylist Automations](Service/Hair%20Salon/Hair%20Salon%20Overview.md)** - Appointment booking and client experience management - Inventory management and business operations - Staff scheduling and salon coordination - *Time saved: 6-12 hours/week* ## 🏗️ Construction & Engineering ### Architecture & Design - **[Architect Automations](Construction/Architect/Architect%20Overview.md)** - Design development and documentation automation - Client presentation and approval workflows - Building code and zoning compliance checking - *Time saved: 15-20 hours/week* ### Construction Management - **[Construction Project Manager Automations](Construction/Construction%20Project%20Manager/Construction%20Project%20Manager%20Overview.md)** - Project scheduling and milestone tracking - Subcontractor and vendor coordination - Safety and compliance monitoring - *Time saved: 20-25 hours/week* ## 💻 Technology & Engineering ### Software Development - **[Software Developer Automations](Technology/Software%20Developer/%20Software%20Developer%20Overview.md)** - Code review and quality automation - Deployment pipeline and CI/CD workflows - Project management and client communication - *Time saved: 12-18 hours/week* ### IT Operations & Support - **[IT Support Manager Automations](Technology/IT%20Support%20Manager/%20IT%20Support%20Manager%20Overview.md)** - Ticket routing and auto-response systems - User onboarding and access management - IT inventory and asset management - *Time saved: 15-20 hours/week* ### Quality Assurance - **[Quality Assurance Engineer Automations](Technology/Quality%20Assurance%20Engineer/%20Quality%20Assurance%20Engineer%20Overview.md)** - Test automation and execution engines - Bug tracking and management systems - Compliance documentation and reporting - *Time saved: 10-15 hours/week* ## 🎬 Creative & Entertainment ### Content Creation & Digital Media - **[Content Creator Automations](Creative/Content%20Creator/Content%20Creator%20Overview.md)** - Content research and ideation automation - Video production and editing workflows - Social media distribution and engagement - *Time saved: 20-30 hours/week* ### Design & Visual Communication - **[Graphic Designer & Creative Director Automations](Creative/Graphic%20Designer/Graphic%20Designer%20Overview.md)** - Client brief and project intake automation - Design asset organization and brand management - Creative project timeline and revision coordination - *Time saved: 15-25 hours/week* ### Film & Media Production - **[Film Producer Automations](Creative/Film%20Producer/Film%20Producer%20Overview.md)** - Script development tracking and feedback management - Production budget monitoring and cost control - Schedule coordination and call sheet automation - *Time saved: 15-20 hours/week* ### Photography & Visual Arts - **[Photographer Automations](Creative/Photographer/Photographer%20Overview.md)** - Client management and booking automation - Photo editing and delivery workflows - Social media marketing and portfolio promotion - *Time saved: 8-15 hours/week* ## 🔍 Research & Analysis ### Research Tools - **[Perplexity Research Workflows](Research/Perplexity.md)** - AI-powered information gathering - Market research and analysis - Competitive intelligence workflows - *Time saved: 5-10 hours/week* - **[Researcher Tool Rankings](Research/Researcher%20Rankings.md)** - Evaluation of research platforms - Tool comparison and recommendations - Workflow optimization guides ## 💰 Cost Planning Guide All automation guides include cost estimates based on these business sizes: ### Small Business (Up to 250 employees) - **Monthly cost range**: $15-75 - **Setup complexity**: Beginner-friendly - **Technical support**: Self-service preferred ### Medium Business (250-1,000 employees) - **Monthly cost range**: $50-200 - **Setup complexity**: Moderate technical skills needed - **Technical support**: Some IT support available ### Enterprise (1,000+ employees) - **Monthly cost range**: $150-500+ - **Setup complexity**: Advanced integrations required - **Technical support**: Dedicated automation team *Note: Individual-focused guides (students, job seekers) use personal scope rather than business size* ## 🚀 Getting Started ### Step 1: Choose Your Role Find your primary job function in the sections above. ### Step 2: Review Time Savings Look at the estimated time savings to prioritize which workflows to implement first. ### Step 3: Check Prerequisites Each automation guide lists required tools and technical skill level. ### Step 4: Start Small Begin with one automation workflow and expand once it's working well. ### Step 5: Scale Up Add more automations gradually based on success and time savings achieved. ## 🛠️ Platform Support All workflows include setup instructions for: - **N8N**: Best for technical teams, self-hosting, complete control - **Make.com**: Best for beginners, cloud-based, pre-built templates ## Need Help Choosing? **Not sure which role fits you?** Check out: - **[Automation by Problem](Automation%20Workflows%20by%20Problem.md)** - Find solutions by specific pain points - **[Automation Best Practices](Automation%20Best%20Practices.md)** - Learn general automation principles --- *Find the workflow that matches your role, follow the setup guide, and start saving time today.* *Last Updated: 2025-08-03*