Pushbuild

Automation flow diagrams

How common small-business automations work, step by step: where the information comes from, what the automation does with it, and where it ends up. Each one links to the page about it.

You are welcome to use any of these diagrams on your own site or in a presentation: open "Embed this diagram" under one and copy the code. The counts in each diagram are illustrative.

  1. Lead follow-up
  2. Supplier invoices to your books
  3. WhatsApp chats into your CRM
  4. Missed call text back
  5. Inbox triage
  6. Bill and receipt capture
  7. Quote to job for builders
  8. Form to sheet and Slack
  9. Shopify orders to your books
  10. Appointment reminders
  11. The Automation Audit
  12. Catching automations that fail quietly
  13. How you stay in control with Connect
  14. CRM and books reconciled
  15. An invoice entry task, shown once and automated
  16. Lead follow-up sequence (n8n pack)
  17. Facebook leads to GoHighLevel (n8n pack)
  18. WhatsApp auto-reply (n8n pack)
  19. A product list moved into your store
  20. FAQ markup kept in step with your product pages
  21. Getting a store ready for AI shopping answers
  22. WooCommerce orders sent to shipping
  23. Complete product data on every WooCommerce page

Lead follow-up

From Web form, Gmail and Missed call to HubSpot. How lead follow-up works →

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Supplier invoices to your books

From Gmail to QuickBooks and Xero. The invoice intake pack →

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WhatsApp chats into your CRM

From WhatsApp to HubSpot and Slack. The WhatsApp to CRM pack →

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Missed call text back

From Missed call to Google Sheets and Slack. Missed call text back →

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Inbox triage

From Gmail to Slack and Google Drive. Email automation →

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Bill and receipt capture

From Email and Phone photo to QuickBooks. Document processing →

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Quote to job for builders

From Signed quote to Buildertrend and QuickBooks. Buildertrend and QuickBooks →

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Form to sheet and Slack

From Web form to Google Sheets and Slack. Workflow automation →

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Shopify orders to your books

From Shopify to QuickBooks. Shopify and QuickBooks →

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Appointment reminders

From Google Calendar to Text message. Booking systems →

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The Automation Audit

From Your programs and Your websites to Written report. How the audit works →

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Catching automations that fail quietly

From Your automations to Slack and Email. Silent failures in n8n →

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How you stay in control with Connect

From Pushbuild Connect to Your Activity page. Security and privacy →

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CRM and books reconciled

From HubSpot and QuickBooks to Google Sheets. HubSpot and QuickBooks →

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An invoice entry task, shown once and automated

From Excel, QuickBooks and Your browser to Pushbuild Connect. How Connect works →

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Lead follow-up sequence (n8n pack)

From Web form to Slack. The Lead follow-up sequence pack →

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Facebook leads to GoHighLevel (n8n pack)

From Facebook lead ads to GoHighLevel and Slack. The Facebook leads to GoHighLevel pack →

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WhatsApp auto-reply (n8n pack)

From WhatsApp to Google Sheets and Slack. The WhatsApp auto-reply pack →

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A product list moved into your store

From Your product sheet to Shopify and WooCommerce. Bulk product import guide →

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FAQ markup kept in step with your product pages

From Your product FAQs to Shopify and WooCommerce. Product FAQ markup guide →

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Getting a store ready for AI shopping answers

From Shopify to AI shopping answers. Shopify products in AI answers guide →

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WooCommerce orders sent to shipping

From WooCommerce to ShipStation. WooCommerce automation guide →

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Complete product data on every WooCommerce page

From WooCommerce to Google search. WooCommerce structured data guide →

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Want one of these built around your own systems? See our services or start with an automation audit.