Free guide · 14 min read
10 Agency Automation Recipes
Every agency has a list of recurring tasks someone does by hand every morning: check the competitor's pricing page, paste yesterday's numbers into Slack, triage the overnight leads. This guide breaks ten of those tasks into step-by-step automation recipes — trigger, steps, delivery — that you can build in any workflow tool, including the agent workflows built into Orbits.
What's inside
- 10 complete recipes: competitor page watcher, daily metrics digest, client news brief, lead enricher, content repurposer, and more
- Each recipe broken into trigger → steps → delivery, with the exact AI prompts included
- Which recipes pay back fastest (and which to skip until you have more clients)
- When to use a schedule vs. a webhook trigger, in plain language
- How to keep automated AI output client-safe: filters, conditions, and review gates
Frequently asked questions
Do I need Orbits to use these recipes?
No. Each recipe is described as a generic pipeline — trigger, steps, prompts, delivery — that you can build in Zapier, Make, n8n, or Orbits. The final section shows the one-click versions inside Orbits, since these ten recipes ship in the product.
Do the recipes require coding?
No. The most technical thing in the guide is a regex in one recipe, which is included verbatim so you can paste it. Everything else is URLs, prompts, and picking a schedule.
How do I get the PDF?
Enter your email on this page and the download unlocks immediately. We'll occasionally send agency-focused guides like this one; unsubscribe anytime.