r/TopAutomationTools

Durante los últimos meses he estado desarrollando y documentando un sistema de automatización pensado únicamente en un nicho, las clínicas dentales.

No quería crear un simple flujo en Make, sino un sistema completo que cualquiera pudiera entender e implementar paso a paso.

Actualmente el stack incluye:

- WhatsApp Business API para la comunicación con pacientes.

- Make como motor de automatización.

- Claude para el razonamiento y generación de respuestas.

- Airtable como base de datos y CRM.

- Stripe para la gestión de pagos (preparado para integrarse).

- Integraciones mediante APIs y webhooks.

- Prompts optimizados para cada escenario.

- Documentación técnica detallada de todos los flujos.

El objetivo es que una agencia, un freelancer o alguien que quiera especializarse en automatizaciones pueda implementar este sistema sin tener que diseñarlo desde cero.

Lo he probado con las clínicas de un conocido y el flujo funciona correctamente, pero antes de seguir ampliándolo me gustaría recibir feedback de personas que también trabajen con automatizaciones.

¿Qué añadiríais vosotros a un sistema así?

I’ll start

Seeing leads get replied to, qualified, booked into meetings, and sent proposals automatically while I’m asleep still feels kind of unreal.

Now I’m curious what automation gave you that “I’m never doing this manually again” moment?

I’m trying to clean up the boring side of running a business. Tasks like replying to the same emails, following up with leads, creating content for social/blog, scheduling, all those small admin tasks that somehow take up half the day. I barely got time to think about product/marketing and m quite frustrated with it/

Right now I’m using ChatGPT and Claude for writing and planning, but it still feels somewhat manual since I have to keep prompting it So now I’m thinking of trying ai tools that actually connect into your business and save time without needing constant supervision.

What are you using that actually works for your business?

We all know how over the last couple of years, automation has started handling a huge amount of marketing work. At the same time, companies are producing more content and running more campaigns than ever with smaller teams.

Some people think this will eliminate a large number of marketing roles. Others believe it will simply shift marketers toward higher-value work like strategy, positioning, branding, audience research, and creative direction.

Curious where people here stand on this. Do you think automation genuinely reduces the need for marketers long term, or does it mostly change the type of work marketers spend time on?

I’ve been exploring different ways to automate parts of CRM and client management, but there are so many workflows people recommend that it’s hard to tell what genuinely adds value versus what just creates extra complexity.

I’m curious what automations people are actually relying on day to day.

Could be things like lead capture and routing, pipeline updates, onboarding workflows or anything else that’s saved meaningful time.

What CRM automations ended up making the biggest difference for your workflow or team?

With so much of the execution side becoming automated, what parts of marketing do you think actually become more valuable?

Do things like brand strategy, storytelling, audience psychology, community building, and creative direction become the real differentiators once everyone has access to the same automation tools?

Marketing automation is moving insanely fast right now. A lot of workflows that used to require entire teams are quietly becoming automated in the background reporting, lead research, campaign optimization, content repurposing, even parts of copywriting.

What’s interesting is that it doesn’t really feel like marketers are being replaced. It feels more like the job itself is changing. Execution is getting cheaper and faster every few months, while things like strategy, positioning, distribution, creativity, and taste are becoming way more valuable.

So I’m curious which marketing role or task do you think will be mostly automated by 2027?

I’ve been trying to clean up tracking for a couple of small websites and GTM is still the part that slows everything down. Basic pageviews are easy enough, but once it gets into form submissions, button clicks, Meta events, Google Ads conversions, LinkedIn, etc. it turns into a whole project.

I came across TrackingCoder recently and it seems useful because it scans the site and creates the GTM setup instead of making you build everything manually. Also looked at Hotjar for behavior tracking, Plausible for simpler analytics, and Stape for server-side stuff.

What are you guys using for this now? Are no code tracking tools reliable enough or is manual GTM still the better route?

If you run or work in a small business, what’s the first process you’d automate if you had to start somewhere?

I’m realizing that as a small team, we spend a lot of time on repetitive tasks instead of focusing on actual growth work. I’ve heard different takes some say invoicing, others say email follow-ups, some even suggest social media scheduling.

From your experience, what was the first automation that actually made a noticeable difference? And did it save you time, money, or just mental energy?

I’ve accumulated a pretty large library of videos that constantly need the same kinds of processing format conversion, compression, thumbnail generation, basic organization, etc. Doing everything manually is becoming a massive time sink.

I’ve looked into a few automation tools and workflows, but a lot of them either feel unnecessarily complicated or way too expensive for relatively straightforward tasks.

Curious what people here are using to handle this efficiently. Are you relying on scripts, self-hosted tools, cloud workflows, no-code setups, or something else entirely?

Main priorities are:

• keeping costs low
• reducing manual work
• avoiding overly technical setups
• handling batches reliably

Would love to hear what’s actually worked for you in real-world use.

I’m looking for tools that can streamline B2B lead gen and sales outreach end-to-end.

Ideally something that can:

• Automatically capture and qualify leads
• Personalize outreach (email sequences, LinkedIn messages, etc.)
• Run follow-up/nurture workflows without manual effort
• Integrate smoothly with a CRM
• Reduce repetitive work for sales teams

What tools or platforms have actually worked well for you in real-world use? Would love to hear what made the biggest difference in your lead generation workflow.

I’m honestly overwhelmed by how many AI tools keep popping up every day.

Right now, I mostly use Claude for writing help things like campaign ideas, planning, LinkedIn posts, and general content brainstorming. I’m a junior in B2B marketing (IT outsourcing/outstaff), so my work is pretty broad: campaign planning, strategy, social media management, and setting up email campaigns. Nothing too technical.

Some tasks I handle myself, and for others I work with my team.

I’m curious what AI tools or automations are you actually using in your marketing workflows that genuinely save time or improve output? Especially interested in real-world setups, whether you’re solo or part of a team.

It feels like every AI tool claims to automate sales, but most of them only save a few minutes at best.

I’m looking for tools that actually reduce workload things that can handle outreach, follow-ups, or lead management with minimal manual input.

What AI sales automation tools have you actually found useful in real workflows?

I usually think about automation as connecting apps with Zapier or n8n, but a lot of SaaS infrastructure can also be automated instead of maintained manually.

Some useful examples:

Better Uptime: Monitors websites and alerts you when something goes down.

Inngest: Runs background jobs and handles retries when a step fails.

Resend: Automates transactional emails and provides delivery events through webhooks.

Domainee: Automates custom-domain setup for SaaS products. Users connect their domain, while SSL provisioning, certificate renewals and DNS monitoring are handled in the background.

Sentry: Automatically captures application errors instead of waiting for users to report them.

GitHub Actions: Useful for automating tests, builds and deployments whenever code changes.

PostHog: Automatically collects product usage data and session recordings once it is set up.

The best infrastructure automation is usually the stuff nobody notices because it keeps working without someone checking it every day.

What part of your product are you still managing manually?