Deploy Faster With Automation Templates

Nathan Weill here.

I'm the CEO @ Flow Digital, where we help companies unleash their full potential by strategically automating every inch of their workflows. Each week, I share hot AI and automation tips to help you move your business into the future successfully.

💡 Expanding Our Services

We're now certified to build HIPAA-compliant automations on Keragon. If you're in healthcare and need automations that handle PHI, The Flow Digital Team can help.

Airtable AI: Omni

Now Available To All Users

Most operations teams waste hours switching between databases, spreadsheets, and separate AI tools to build workflows and surface insights. Airtable just removed that friction.

Airtable's Omni AI assistant is now available across all subscription tiers. The company merged its Co-Builder and Assistant tools into one interface that handles both database creation and data analysis.

What teams can now do:

• Build complete apps conversationally - Create tables, interfaces, and automations using natural language instead of manual configuration.

• Generate formatted reports automatically - Omni Reports pulls data and creates marketing summaries, project updates, or sales analysis without manual formatting.

• Deploy Field Agents - AI-powered fields that retrieve, analyze, or generate data at the cell level, including AI image generation.

• Access Omni contextually - Open the assistant directly from interfaces, record details, and comment threads without switching screens.

Real Results: Flow Digital helped GuideMe Japan transition to Airtable and build out their AI workflows. The GuideMe Japan team saw strong results:

• 146% Sales Growth

• 166% Booking Growth

• 88% Reduction in Admin Time

You can read the case study here or, talk to a certified Airtable expert when you book an Airtable Discovery Session.

Your Tools With Automation Templates

Top Sources for Industry-Ready Templates

You're paying for powerful tools. Templates help you actually use them.

Industry specialists have already built the workflows you need—client intake, compliance documentation, lead routing, project tracking. Instead of starting from scratch, you can deploy proven automations in days.

We put together a list of top automation templates for key industries.

Click below to jump to your industry:

• E-commerce & Retail: Shopify, Klaviyo

• Financial Services & Insurance: AgentFlow, Workato

• GTM: Marketing & Sales: HubSpot, Notion

• Healthcare (HIPAA-Compliant): Keragon, IntakeQ

• Manufacturing & Industrial: Procore, Monday

• Professional Services & Consulting: Clio, HubSpot

• Real Estate & Property Services: Buildertrend, kvCore

Grow The Clients You Already Have

Automated Account Reviews Show Impact, Catch Risk, and Drive Growth

When landing new business gets harder, your existing customers become your most valuable growth engine.

The big miss: Teams focus on what they delivered instead of what the client achieved. Clients don't renew because you shipped features on time. They renew because you helped them hit revenue targets, cut costs, or solve a business problem.

AI and automation change this. You don't need enterprise software to get started:

• HubSpot + Zapier: Auto-trigger a workflow 2 weeks before a review date that pulls recent support tickets, deal history, and engagement scores into a pre-built Google Slides or Notion template.

• Airtable + Softr: Build a simple client portal that displays real-time project status, deliverables, and usage metrics—clients can self-serve updates between meetings.

• Clay or ChatGPT + Zapier: Enrich account data and generate talking points or risk summaries based on recent activity, then prompt AI to translate deliverables into business outcomes (e.g., "automated 40 hours/month of data entry" becomes "freed your team to focus on high-value client work").

For teams ready for dedicated platforms, AI takes it further. Tools like Custify, EverAfter, and DemandFarm now auto-generate personalized account review decks in minutes. They pull live CRM data, flag churn risks, surface expansion signals, and populate branded templates—no manual data entry required.

Show impact, not just activity: The best automated reviews include a "wins" section that ties your work to measurable client outcomes—revenue growth, time saved, cost reduction, or risk mitigation. When clients see themselves succeeding because of your partnership, renewals become easier and upsells become natural.

The takeaway: Whether you start with a simple Zap or a full AI platform, automating the prep work frees your team to focus on what actually moves the needle: building relationships, surfacing measurable wins, and having the conversations that turn retained customers into expanded accounts.

How Companies Are Scaling Automations

What's Working at Every Size—and What Tools Are Shipping to Help

As organizations invest more in automation tools, manual work pain increases instead of decreasing. The reason isn't technical failure—it's capacity. Demand for automation is growing faster than teams can deliver.

Celigo's 2026 automation data reveals how businesses at different scales are responding—and what major platforms are shipping to help.

Small businesses (10-50 employees):

• Consolidating from 3-4 overlapping platforms to 1-2 standardized tools

• Reddit automation community consensus: pick based on your most complex use case, not the cheapest option

• Prevents costly tool-switching pain six months later when simple workflows become complex

Mid-market companies (50-500 employees):

• Abandoning the "IT builds everything" model

• New approach: IT governs standards and security, business teams build 60-70% of workflows themselves

• Results: 3-5x faster delivery velocity and 40% cost reduction per automation

Enterprises (500+ employees):

• Architecting for vendor resilience after high-profile platform failures

• 93% now deploy across multiple cloud providers, 67% actively avoiding single-provider AI dependency

• Migration insurance: documented plans to move critical workflows between platforms in under 90 days

What vendors are shipping in response:

Zapier acquired PerceptivePanda to build "orchestration strategy"—a direct challenge to Make's complexity advantage…

Expect autonomous multi-step workflows powered by AI agents that plan execution paths automatically.

HubSpot integrated Claude and ChatGPT so deeply you can now manage CRM operations entirely from AI chat windows. This reduces dependency on external automation platforms for common tasks.

Airtable democratized its AI assistant (Omni) across all pricing tiers, positioning it as an "AI-native application platform" competing with Zapier and Make for data-centric workflows.

Make leaned into being named the top AI automation platform by owning "complex workflows"—the category where Zapier still struggles. The community increasingly recommends: Zapier for simple triggers, Make for multi-step logic.

The pattern to watch: Every platform is racing to add AI assistance, governance features, and data portability. The vendor that delivers all three fastest will dominate the mid-market scaling segment.

What this means for you: If you're hitting automation scaling pain—IT backlog, shadow IT sprawl, cost confusion—you're not alone, and solutions are emerging. The 2026 playbook is: shared ownership model, AI-assisted building, and multi-platform architecture.

SMART WORDS OF THE WEEK:

— Steve Jobs

The fastest teams don't reinvent—they adapt. Whether it's a template, a proven workflow, or someone else's expertise, borrowing what works beats building from zero every time.

Stay in touch with our team from anywhere.