Automation hub
Tool automation playbooks
Concrete stack-specific workflows—what to automate, what to verify, and what “done” looks like in tools you already pay for.
- playbooks in this hub
- 15playbooks in this hub
- workflow framing
- Tool-nativeworkflow framing
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Playbooks by tool & workflow
Choose the integration you care about—each page is written like a mini implementation spec.
- Stripe Invoicing Automation with Hey TeoUse Hey Teo to automate Stripe invoicing workflows, payment reminders, and status follow-ups while keeping final approval in your hands.
- Gmail Follow-Up Automation with Hey TeoAutomate Gmail follow-up workflows with Hey Teo so important threads never go stale.
- Google Calendar Scheduling Automation with Hey TeoUse Hey Teo to automate scheduling coordination, reminders, and rescheduling workflows with Google Calendar.
- Shopify Customer Operations Automation with Hey TeoUse Hey Teo to automate Shopify-related customer communication and operational follow-up workflows.
- HubSpot Pipeline Follow-Up Automation with Hey TeoAutomate pipeline follow-ups and sales operations cadence with HubSpot and Hey Teo.
- QuickBooks Invoicing and Payment Reminders with Hey TeoUse Hey Teo to automate QuickBooks-related invoicing follow-ups, payment reminders, and accounts receivable workflows.
- Calendly Booking and Follow-Up Automation with Hey TeoAutomate Calendly-related scheduling coordination, reschedule handling, and pre-meeting follow-ups with Hey Teo.
- Mailchimp Audience and Campaign Operations with Hey TeoUse Hey Teo to streamline Mailchimp-related list hygiene, campaign readiness checks, and operational follow-ups across marketing and sales.
- Microsoft Outlook Follow-Up Automation with Hey TeoAutomate Outlook follow-up workflows with Hey Teo so important threads get triaged, drafted, and closed on time.
- Slack Internal Operations Automation with Hey TeoUse Hey Teo to coordinate internal requests, approvals, and operational follow-ups in Slack without losing tasks in channels.
- Trello Workflow and Handoff Automation with Hey TeoUse Hey Teo to automate Trello card updates, handoff reminders, and stakeholder follow-ups for lean project teams.
- WooCommerce Customer Messaging Automation with Hey TeoUse Hey Teo to automate WooCommerce-related customer messaging for orders, shipping updates, and support follow-ups.
- Instagram DM Lead Triage with Hey TeoUse Hey Teo to triage Instagram DM leads faster with structured follow-up, SLAs, and handoffs to email or CRM.
- Shopify Abandoned Cart Recovery Automation | Hey TeoRecover more abandoned Shopify carts with segmented follow-ups and repeatable workflows. No technical knowledge required.
- Calendly No-Show Recovery Automation | Hey TeoRecover missed Calendly meetings with automated rebooking follow-ups and clearer ownership. No technical setup required.
Explore more guides
Jump between hubs—each collection is built for a different job-to-be-done, from personas to comparisons.
- By personaIndustry and role guides—photographers, agencies, clinics, real estate, and more—with workflows and FAQs.
- Tool automationYou are herePlaybooks for Gmail, Stripe, QuickBooks, Calendly, HubSpot, Shopify, and other stacks you already run.
- Use casesOperational fixes—follow-ups, collections, no-shows, onboarding, churn risk, and weekly reviews.
- CompareHow Hey Teo differs from ChatGPT, Zapier, and hiring a VA—focused on business operations execution.