When a form is submitted, automatically create a project folder, preload a checklist, and notify your calendar. When a payment clears, send a welcome packet. Keep automations narrow, well‑named, and documented on the map. Start with one trigger, test thoroughly, and avoid automating confusion or unclear responsibilities.
Create templates for proposals, briefs, kickoff agendas, and delivery emails. Include default sections, checklists, and links to shared assets. Templates prevent blank‑page anxiety, reduce typos, and stabilize quality. By embedding guidance into the template itself, you teach future you while protecting today’s limited decision‑making energy.