AI
AI Ops Starter Kit: 5 Automations to Consider
By Khai Tran · · 7 min read
Five AI-assisted workflows to consider for new inquiries, reply drafts, publishing schedules, task summaries, and follow-up reminders.
These five workflows address recurring administrative tasks: recording new inquiries, drafting replies, scheduling approved posts, organizing tasks, and tracking follow-up. Choose one to test before connecting several systems.
Treat these as workflow outlines. Check the current integrations, plan requirements and permissions for your tools. Test with fictional records, then review consent and suppression rules before any client message can be sent.
1. Auto-Sync New Leads into Your CRM
Why it matters
Copying inquiries between systems can create duplicate records or leave out details.
How to set it up
- Use Zapier or Make (Integromat) to capture new leads from your form or ad platform.
- Automatically add them to your CRM (Follow Up Boss, KVCore, or HubSpot).
- Tag by source and assign an agent task.
Example workflow
Trigger: New Facebook Lead Ad submission Action: Create contact in Follow Up Boss → Tag “FB Buyer Lead” → Assign follow-up task
2. Auto-Respond to New Leads with Personality
Why it matters
A prompt acknowledgment lets someone know their inquiry was received. Make the next step clear.
How to set it up
- Use an AI email or SMS assistant (like ChatGPT + Twilio or Replit + Gmail).
- Write a friendly intro message that sounds like you.
- Include a clear next step link to your calendar or a question.
Example script
“Hey {{first_name}}, thanks for reaching out. What area are you interested in, and what would you like to know?”
3. Auto-Schedule Social Media Posts
Why it matters
A schedule gives approved posts a publishing date and makes gaps easier to spot.
How to set it up
- Draft 5–7 short posts using ChatGPT prompts (see below).
- Use Buffer or Later to auto-post across platforms.
- Track engagement weekly, not daily.
Prompt pattern
“Write a 100-word real estate tip for [city name] homebuyers in a calm, confident tone. Include one call to action at the end.”
4. Auto-Generate Daily Task Lists
Why it matters
A draft task summary can help you review meetings and outstanding work in one place.
How to set it up
- Use ChatGPT with Google Calendar or Notion API.
- Pull today’s meetings and tasks into one list.
- Have AI summarize your top 3 priorities.
Example workflow
Trigger: Every morning at 6 AM Action: ChatGPT summarizes tasks from Google Calendar → Sends a daily “Focus List” to your inbox
5. Auto-Track Lead Follow-Ups
Why it matters
A follow-up reminder can surface a conversation that has no next step.
How to set it up
- Use Zapier + Google Sheets or your CRM’s built-in automation.
- Create a rule: after an agreed interval, prepare a follow-up draft for review. Confirm the contact may receive it before sending.
Example message
“Hey {{first_name}}, just wanted to check in are you still thinking about [area name] homes this month?”
Check the conversation and permission to contact before sending a reminder.
Test One Workflow
Start with a small batch. Check record matching, task assignments, message drafts, and error handling. Keep a way to stop the workflow if it produces the wrong result. Add another automation only after you can review the first one reliably.
Download my free 5 AI Automations Guide to start building these workflows today.
Download the free 5 AI Automations Guide → https://khaitranofficial.com/ai-ops