Free playbook · PDF
10 Automations
Every Salesforce Admin
Should Build
in 2026.
Each one is shippable in a week of focused work. Each one has a real measurable outcome, a build time estimate, and the exact pattern we use to ship them for clients.
- 10 automations, ranked by build effort and impact
- The exact tooling, prompts, and guardrails we use
- 5 traps to avoid on your first AI automation
- How to pick the right first automation for your team
What's inside
- 01 AI-Powered Lead Triage
- 02 Document Intake: PDF → Salesforce
- 03 Email-to-Case with Intelligent Routing
- 04 Meeting Notes → CRM Updates
- 05 Opportunity Stalling Alerts
- 06 Competitive Intelligence Gathering
- 07 Knowledge Article Drafts from Cases
- 08 Internal Q&A Over Salesforce Knowledge
- 09 Automated QA Test Generation
- 10 Quote Generation from Requirements
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From the team behind QA Agent Team, Voice Claude, and 7 other shipped AI projects.