WorkastHow to run your business on autopilot
The exact automations I use to keep clients happy and projects on track!
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What’s inside the guide
Setup: spaces and lists for Sales, Support, Ops, Projects.
AI rules: copy-ready rules for triage, routing and assignment.
Automations: checklists, reminders, and follow-ups that run themselves.
Daily set-up: simple rituals and dashboards your team will actually use.
What you'll get from this ebook
Keyword routing
New requests land with the right owner, tag, and deadline, no manual triage.
Auto checklists
Spin up the same reliable steps with owners and order set, no missed handoffs.
Weekly reminders
Kick off Mondays with a Slack rundown of what’s due, priorities are crystal clear.