How to set up bots for small business
17 step-by-step guides. Start with an easy one.
- Easy
How to set up an email triage bot
Sort incoming email automatically so the important stuff floats to the top and the rest waits its turn.
- Medium
How to set up a Google review reply bot
Get a drafted reply for every new Google review, ready for you to check and post.
- Easy
How to set up a lead follow-up bot
Make sure every website enquiry gets a fast, friendly reply, even when you're on the tools.
- Medium
How to set up an FAQ chatbot on your website
Answer the same ten questions automatically, using only information you've approved.
- Easy
How to set up a social media posting bot
Write once, schedule a month, and let the scheduler do the posting.
- Easy
How to set up a review request bot
Ask happy customers for a review automatically after the job's done.
- Easy
How to set up an appointment booking bot
Let customers book themselves into your calendar without the back-and-forth.
- Easy
How to set up an invoice reminder bot
Chase overdue invoices automatically and politely, so you don't have to.
- Medium
How to set up a missed-call text-back bot
When you can't answer, send an automatic text so the caller doesn't ring the next business.
- Easy
How to set up a meeting notes bot
Get a summary and action list from every online meeting automatically.
- Medium
How to set up a document data entry bot
Pull details out of invoices, receipts or forms automatically instead of typing them in.
- Easy
How to set up a quote request bot
Collect the right details up front so you can quote faster.
- Easy
How to set up a social inbox auto-reply bot
Reply instantly to Facebook and Instagram messages with helpful info, then hand over to you.
- Medium
How to set up a new customer onboarding bot
Send new customers the right info at the right time without remembering to.
- Medium
How to set up a content repurposing bot
Turn each blog post or video into social posts and an email automatically.
- Easy
How to set up a website lead capture and newsletter bot
Collect email signups on your website and welcome new subscribers automatically.
- Easy
How to set up a bot without breaking things: a checklist
Before you switch on any automation, run through this checklist.