Free · Field-tested · Built with AI
Small Biz Workflows is a free library of automation kits for service businesses, missed-call rescue, review engines, AI receptionists, paperless ordering and approvals. Every kit is a field-tested build spec plus a one-shot installer for Claude Code: drop it in, paste one prompt, and the AI builds the system with you. No agency, no developer, no blank page.
ACCESS: THREE KITS DOWNLOAD WITH NO EMAIL · THE REST UNLOCK FREE WITH YOUR EMAIL · EVERY BUILD GUIDE IS FREE TO READ
Small Biz Workflows is a free, field-tested library of AI-buildable automation workflows for small service businesses, trades, cleaners, clinics, contractors, e-commerce. Each workflow is a complete build kit: a plain-markdown spec plus a one-shot installer you paste into an AI coding tool like Claude Code, so an owner with no developer can stand up the automation in an afternoon. It serves small service businesses across the United States and Canada, is maintained by Crisp Services, and every kit is generalized from a system running in production.
A workflow kitis the build spec for one business automation: the problem it fixes, the tools, the numbered steps, the exact message and AI prompt templates, and the relevant compliance rules (for messaging kits, US/Canada TCPA, CAN-SPAM, CASL, PIPEDA). It ships as five markdown files, including a one-shot Claude Code installer, so a human or an AI can build it without starting from a blank page. Think of it as a work order for one specific leak: missed calls, missing reviews, slow approvals, paper ordering. You don't read it like a blog post; you run it.
New to AI? Start here, free
Never used AI before? Start here. Angela helps total beginners find the assistant that fits them, Claude, ChatGPT, or Gemini, and get it set up. Watch her quick hello, then take the free 2-minute match quiz below. Already have the tools installed? It's still worth a look to see which one suits you best.
Angela · onboarding specialist · 40 sec
A quick, no-jargon questionnaire. Answer about how you work and we'll show how well Claude, ChatGPT, and Gemini each fit you, then point you to a free guide to get going.
Pick the one that feels most like you.
Every kit below is numbered, field-tested, and AI-buildable, download it or read the full build free.
FIELD-TESTED · BUILT WITH AI
62% of calls to small businesses go unanswered, and most callers never try twice.
Send an automatic text within 30 seconds of every missed call, then let an LLM read the voicemail transcript, classify the lead, and draft the perfect reply for you.
KIT: INSTALL.md (one-shot Claude Code build) · WORKFLOW · CLAUDE.md · SKILLS · WALKTHROUGH
Most happy customers never leave a review because nobody asked them at the right moment.
Ask every customer for a Google review automatically after the job closes, with an LLM reading the replies, catching complaints before they go public, and personalizing every ask.
KIT: INSTALL.md (one-shot Claude Code build) · WORKFLOW · CLAUDE.md · SKILLS · WALKTHROUGH
Recurring briefings are mandatory in many trades, valuable in all of them, and chronically thrown together in the truck five minutes before the meeting.
Auto-draft your recurring team talks, safety briefings, toolbox talks, weekly huddles, grounded in YOUR reference material with citations, so a 45-minute writing chore becomes a 5-minute review.
KIT: INSTALL.md (one-shot Claude Code build) · WORKFLOW · CLAUDE.md · SKILLS · WALKTHROUGH
After-hours callers with emergencies are your highest-intent leads, and voicemail converts almost none of them.
An AI agent that answers the calls you physically can't, qualifies the lead, books the appointment, texts you a summary, and leaves you a searchable transcript of every call.
KIT: INSTALL.md (one-shot Claude Code build) · WORKFLOW · CLAUDE.md · SKILLS · WALKTHROUGH
Field requests arrive as slang, photos, and phone calls, then someone in the office spends hours translating them into orders.
A field worker texts a photo of the part they need; a vision LLM matches it to your catalog, drafts a clean purchase order, and routes it for one-tap approval, no SKU lookups, no re-keying.
KIT: INSTALL.md (one-shot Claude Code build) · WORKFLOW · CLAUDE.md · SKILLS · WALKTHROUGH
Approvals bottleneck on whoever owns the budget, because approving anything requires a login, a desktop, or a meeting.
Replace 'approve this when you're back at a computer' with a magic link: the approver taps once on their phone and the workflow moves, single-use, expiring, fully audited, with an LLM writing the decision-ready summary.
KIT: INSTALL.md (one-shot Claude Code build) · WORKFLOW · CLAUDE.md · SKILLS · WALKTHROUGH
Owners know video sells, but filming themselves is the chore that never happens, so the ads and the site video never get made.
Build a branded, photorealistic AI spokesperson, exactly like Jordan on this site's homepage, by handing one photo to Claude Code and letting it drive HeyGen end to end. Sit back, drink your tea, it ships.
KIT: INSTALL.md (one-shot Claude Code build) · WORKFLOW · CLAUDE.md · SKILLS · WALKTHROUGH
Most booking tools cost $20 to $50 every month, lock your calendar inside their app, and still make the customer fill out a clunky form.
A conversational AI that books, reschedules, and cancels appointments straight into your Google Calendar from one chat endpoint, self-hosted on Cloudflare's free tier, so you stop paying monthly for a booking tool you don't even own.
KIT: INSTALL.md (one-shot Claude Code build) · WORKFLOW · CLAUDE.md · SKILLS · WALKTHROUGH
Missed calls, thin reviews, slow approvals, paper ordering, start with the one costing you the most this month, not the one that sounds coolest.
One click. Five files: the full build spec with diagrams, a one-shot Claude Code installer, the CLAUDE.md architecture brief, the skills map, and a walkthrough anyone can follow.
Unzip, open Claude Code, paste the prompt from INSTALL.md, answer about five questions. The AI builds it with you and tells you exactly what to click. You stay the decision-maker.
Provenance
These files are maintained by the team at Crisp Services, an AI integration company that builds phone, ordering, and follow-up automation for service businesses across the United States and Canada. Built in Canada, serving small businesses on both sides of the border, with US and Canadian compliance (TCPA, CAN-SPAM, CASL, PIPEDA) built into the kits that touch calls, texts, and email. Each workflow here started life inside a real deployment, a construction supply ordering system with 460+ SKUs, a missed-call rescue stack for trades, a safety-briefing generator for a working NCSO practice, and was generalized so any small business can run it. If a workflow didn't survive contact with real customers, it isn't in the library.
A small business workflow is a repeatable, step-by-step process that handles one job in your business automatically, answering a missed call, requesting a review after a job, turning a field request into a purchase order. A good workflow removes a manual chore without removing the human from the decisions that matter.
Yes. Three kits download directly with no email and no account. The rest unlock free the moment you enter your email, no payment, no trial. And every build guide is free to read on the site regardless of tier, so you can see exactly how a workflow is built before you take anything. (Paid done-for-you builds may come later, but the kits are free.)
No. Every kit ships with INSTALL.md, a one-shot installer for Claude Code. You unzip the kit into a folder, paste one prompt, answer about five plain-English questions (your business name, your phone number, who approves things), and the AI builds the system with you, telling you exactly what to click when a dashboard is involved.
Five files. WORKFLOW.md: the full build spec with end-to-end diagrams, LLM prompts, data models, and compliance notes. INSTALL.md: the one-shot Claude Code installer. CLAUDE.md: the architectural brief an AI builder works from, including where state lives, where feedback lives, and what breaks if a piece is deleted. SKILLS.md: the skills needed and which workflows pair together. WALKTHROUGH.md: a step-by-step visual guide anyone can follow.
Every workflow is extracted from a real system running in production, an AI ordering system for construction supplies, a missed-call rescue stack for Alberta service businesses, a safety-briefing generator for an NCSO practice. The files document what actually shipped and held up, not what sounds good in a listicle.
Markdown is plain text, so it works everywhere a PDF doesn't: you can edit it, version it, and, most usefully, feed it straight to an AI assistant as a build spec. A PDF is for reading; a markdown kit is for building. Claude Code reads the whole kit natively and builds from it.