Guides & free worksheets
Automation advice you can put to work.
Practical guides to revenue operations, CRM, automation, and the data behind your decisions. Each guide includes a worked example and a worksheet you can use with your team.
Start here
Choose your first automation.
Compare the work your team repeats, rule out weak candidates, and leave with a ranked shortlist. Start with a process you can observe.
Choose a starting pointPlan & operate
Turn a process into a build brief, then prepare the people who will operate it.
Learning path
Plan an automation project
Turn one workflow into a scoped project, with clear requirements, tests, and an owner.
Open guide
Template & walkthrough
Write an automation requirements brief
Define triggers, data, rules, exceptions, ownership, and acceptance before a build starts.
Open guide
Runbook template
Hand off and maintain an automation
Give the next operator ownership, alert triage, reconciliation, and a recovery procedure they can follow.
Open guide
Learning path
Operate n8n in production
Plan ownership, test duplicate and failed events, and prepare monitoring and recovery before launch.
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Template & walkthrough
Design approvals and exceptions
Specify routing, escalation, delegation, and audit history before connecting the approval button.
Open guideRevenue & data
Connect customer and financial records with explicit ownership and reconciliation.
Learning path
Fix revenue handoffs
Plan RevOps data automation across CRM, billing, and reporting. Define field ownership, test handoffs, and use the free audit and reconciliation worksheets.
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Learning path
Improve CRM workflows
Decide what belongs in your CRM and what needs an integration, then define the data rules.
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Workbook & walkthrough
Map CRM fields and ownership
Use a populated mapping sheet and blank workbook to define identity, transformations, and conflict rules.
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Learning path
Connect finance and billing
Map quote-to-cash, payables, collections, and reconciliation with owners and control points.
Open guideAI & evaluation
Define the AI step, test its decisions, and give uncertain results a place to go.
Use the material
Free templates & checklists
Every guide includes a blank CSV, a populated example, and an editable Markdown brief. Open a resource for its instructions and downloads. No email required.
- Process inventory and prioritization worksheet
- Workflow acceptance checklist
- Revenue handoff inventory
- CRM validation test sheet
- AI workflow design checklist
- Automation requirements template and example
- CRM field-mapping workbook
- AI evaluation cases and results sheet
- Automation operating runbook
- n8n production readiness and test pack
- Finance reconciliation and control worksheet
- Approval matrix and exception test sheet
Tools and further reading
Campaign-to-revenue worksheet
Define paid-media measurement, CRM fields, qualification, and revenue reporting.
ROI calculator
Explore the labor-capacity value of a workflow.
Automation cost guide
Find a comparable scope, add running costs, and download a planning brief.
Articles & tutorials
Find focused implementation and troubleshooting advice.