Business process automation examples, organized by the calendar they fire on.

memory/rituals/invoicing.md

Read Timely hours since last Monday, open whichever invoicing app is in apps_this_month for each client, save invoice drafts, post the links to chat for review.

memory/rituals/deep-work.md

Set Slack to Do Not Disturb until 12:00, auto-reply on non-retainer email with a link to Calendly, surface only retainer blockers from HubSpot in chat.

memory/rituals/scope-creep.md

Scan the week's client emails for asks not in the SOW, draft a change-order note per client ('Great idea. Outside scope. Want me to write it up?'), queue as Gmail drafts.

memory/rituals/status.md

For every HubSpot deal marked Active, summarize the week into shipped, next, decisions needed, draft one Gmail per contact_email on the deal, save as draft.

memory/rituals/books.md

Open QuickBooks or Xero, categorize the last month of bank transactions against the project tags in the rates map, flag any line item over $500 with no memo.

memory/rituals/ar-chase.md

Pull every invoice marked sent but unpaid, bucket by 7/14/21 days old, draft one Gmail per bucket in the right tone (reminder, firmer reminder, let us hop on a call).

memory/rituals/pipeline.md

Walk every HubSpot deal in the pipeline, flag any deal with no activity in 14 days, draft a re-engagement note for each, update close-date on anything that slipped.

memory/rituals/retainer-recap.md

For each retainer client, compile the month's Loom links, runbooks, and HubSpot notes into a PDF, draft the monthly retainer email that attaches it.

memory/rituals/tax-estimated.md

Sum last quarter's revenue in QuickBooks, set aside 27% into the tax-reserve sub-account, draft the Form 1040-ES voucher, remind to pay EFTPS by the 15th.

memory/rituals/rate-review.md

If booked-hours-per-week averaged above 25 for the quarter, draft a rate-increase note for new-client proposals, bump the default rate in rituals/invoicing.md by 10 to 20 percent.

memory/rituals/health-check.md

Pull every closed engagement from the last 12 months, draft a one-line 'how is everything running' email per client, log response rate for referral tracking.

memory/rituals/skills.md

Scan calendar for course hours, conference days, and certifications completed, draft a learning summary for the year-end review, flag gaps against the niche.

memory/rituals/tax-filing.md

Export the full-year P&L from QuickBooks, categorize anything uncategorized, draft the CPA handoff email with the 12 attachments, queue a Calendly for the filing call.

memory/rituals/insurance.md

Pull last year's E&O policy, get 3 quotes via email drafts to the named brokers, diff coverage vs. last year, draft the renewal decision memo.

memory/rituals/rate-bump.md

Open every proposal template, raise rates 10 to 15 percent, update rituals/invoicing.md rates map, draft a year-end note to retainer clients explaining the adjustment.

memory/rituals/year-end.md

Compile revenue, profit margin, client satisfaction NPS from closeout emails, and personal-satisfaction score from time logs, draft the next-year strategy memo.

memory/rituals/kickoff.md

Clone a Drive template folder, draft the onboarding email with 6 specific credential asks, queue a Calendly kickoff invite, staged for review.

memory/rituals/follow-ups.md

Read the Drive notes, extract prospect's exact pain quote verbatim, draft Gmail follow-up leading with that sentence, attach the one-pager.

memory/rituals/milestone.md

Trigger the next invoice from rituals/invoicing.md, draft the 'next phase kickoff' note, update the SOW tracker row, log estimated hours vs. actual.

memory/rituals/closeout.md

Compile deliverables into a final Drive folder, draft final invoice in the client's current app, draft closeout email, testimonial request, Calendly wrap call.

memory/rituals/referral.md

If client replied 'great work' in the closeout thread, draft a specific referral ask naming two client profiles that would benefit, staged for review.

memory/rituals/ghosted.md

For any prospect with no reply in 14 days after proposal send, draft the soft-close note ('Not sure if timing is right, happy to reconnect later'), queue as draft.

memory/rituals/ar-escalate.md

For any invoice unpaid 30+ days, draft a phone-call script, draft a firm email, log in the collection sub-tab of the HubSpot deal, escalate on day 45.