Automating Guide Summer 2026

The team.blue team behind the Automating Guide

The Intern Dilemma · YouTube video

Real people supporting your business

This guide was built by team.blue colleagues. The same people you'll meet playing each intern. We hope you enjoy this guide!

Pick your interns

Your team, free to start

Jump straight to the one solving your biggest headache right now.

Core interns

Scheduling

Email Marketing

Performance Marketing

Finance

Bonus specialists

Social Media

App Dev

Get the whole guide as one PDF

Get all the resources and templates in one document you can save, print or hand to whoever's covering for you.

All 6 intern playbooks
Every copy-paste template
The pre-holiday checklist

Scheduling Intern

⏱ 10 min

SimplyBook.me by team.blue. The intern who keeps your calendar full. Books appointments, manages availability, and handles customer bookings through SimplyBook.me.

Set up a free booking page, clients pick a time, it goes straight to your calendar
Add your booking link to your Instagram bio, WhatsApp status, and Google Business Profile right now
Turn on automatic confirmation emails, clients get confirmed the second they book, zero action from you
Set your availability hours once. No more "sorry, I'm fully booked" conversations to manage manually
Free plan includes up to 50 bookings/month, enough to test it properly before committing

Instagram bio / WhatsApp status

Book me here → [your SimplyBook link] Pick a time that works for you, skip the phone tag. Available 24/7

Auto-reply for "are you available?"

👋 Hey! Thanks for reaching out. The easiest way to book is through my online calendar, you can see all my available slots and pick what works best for you. [Your Booking Link] Takes less than a minute and you'll get an instant confirmation. See you soon!

🎓 Learning skill: draft your booking policies with Claude

You're helping me write booking policies for my small business. Keep this in mind while you write: - Cancellation policies work best when they're clear about timing and any fee, but still read as fair rather than punitive, vague policies cause more disputes than strict, clearly-stated ones. - A good FAQ answers the objection a client is worried about, not generic marketing copy. - Plain language beats legal-sounding language for a small business, this isn't a contract. I run [type of business]. Please write: 1. A short cancellation / no-show policy (clear on timing and any fee). 2. A 5-question FAQ covering what clients ask: how far ahead can they book, what happens if they're late, do you take deposits, can they reschedule, what if they need to cancel last-minute. Match my voice: [paste 2-3 sentences of how you'd normally write to a client]. Keep both under 120 words.

🔓 When you're ready to upgrade: AI Voice Booking lets clients book by speaking (say "book me a haircut Friday at 3") on WhatsApp, Instagram or your website, after hours. Try it FREE →

Email Marketing Intern

⏱ 15 min

Flexmail by team.blue. Sends and automates your email campaigns. Build a sequence once, and it keeps working while you're on the beach.

Automation, set up a sequence once: welcome emails, follow-ups, seasonal campaigns, then let it run itself
Personalization, send emails that feel relevant, so more people open, click, and stick around
Easy builder, build professional-looking emails yourself, drag, drop, done, without a developer or designer
Free trial, try every Pro feature free for 30 days, no credit card required

📬 Flexmail's own summer automation newsletter walks through more of this: Newsletter: summer automation_EN

🎓 Learning skill: build your full pre-holiday sequence with Claude

You're helping me write a pre-holiday email sequence. A few things that make these work well: - The heads-up email should feel like a courtesy, not an announcement, short and warm. - The actual out-of-office needs one clear action per urgency level (booking link for urgent, contact/FAQ for questions), more than that gets ignored. - The "I'm back" email works best with a small thank-you or gesture, it's a re-engagement moment, not just a status update. I'm going on holiday from [date] to [date]. My business is [describe it]. Write me three connected emails: 1. A heads-up 3-4 days before I go. 2. My out-of-office, sent the day I leave. 3. A short "I'm back" email for the day I return. Keep all three in my voice: [paste 2-3 sentences of how you normally write]. Under 100 words each.

🎓 Learning skill: build your first automated welcome flow

You're helping me plan a welcome email flow for new subscribers in Flexmail. A few things that make these work well: - Email 1 should land within minutes of sign-up, that's when interest is highest, don't make people wait. - Email 2 should deliver on the reason they signed up, one genuinely useful thing, not a sales pitch. - Email 3 should ask for a small, low-pressure next step, not "buy now", think "reply and tell me", "book a free slot", or "follow us here". My business is [describe it]. The person just signed up because [why they'd sign up, e.g. downloaded a guide, joined a waitlist, made a first booking]. Write me three emails: 1. Welcome: warm, sets expectations for what they'll get and how often. 2. Value: the single most useful thing I can give them right away. 3. Soft call-to-action: a small, specific next step, no pressure. Keep all three in my voice: [paste 2-3 sentences of how you normally write]. Under 100 words each.

🎓 Learning skill: segment contacts by what they click

You're helping me turn link clicks into segments so future emails feel more relevant. A few things to keep in mind: - One click isn't a strong signal, look for a pattern (2-3 clicks) before calling it real interest. - Keep segment names plain and specific, so I still know what they mean in six months. - Say what each segment should get differently, otherwise the segment is pointless. Here's what people have been clicking in my last few campaigns: [describe the links/topics, e.g. "pricing page", "a specific product", "the blog post about X"]. Group these into 3-4 interest segments, name each one, and suggest one email or offer that fits each group better than a generic send.

🔓 When you're ready to upgrade: Flexmail automates your email marketing with personalized, behaviour-triggered campaigns, built-in AI features, and GDPR-compliant, EU-hosted servers. Start your trial FREE →

Performance Marketing Intern

⏱ 10 min

Windsor.ai by team.blue. You've got your own Performance Marketing intern for the summer, one that works across every ad platform at once, never clocks out, and lives right inside Claude, ChatGPT, or Copilot with Windsor.ai.

Launch ad campaigns and monitor cross-channel performance across Meta, Google, LinkedIn, and Bing Ads, all inside the same chat. Pause and enable campaigns, ad sets, and ads. Set budgets. Create campaigns and ads. Push negative keywords. Here's how you can work with your Performance Marketing intern this summer:

Ask what's working for your campaigns, then act on the answer without switching tabs: pause them, adjust budgets, or launch something new
Connect Google Analytics 4 to whichever AI platform you use, and monitor your campaigns' performance
Create a new campaign on Meta or Google Ads by just describing what you want in the AI chat, no ad manager required

Things to ask, or tell, Windsor.ai

📈 "Which marketing channel brought the most customers last month?" ⏸️ "Pause my worst-performing Google Ads campaign this month" 💰 "Move €200 from my Bing budget to my best-performing Facebook ad campaign" 🎯 "Create a new retargeting campaign for people who visited my site last month" 🔍 "Where are people dropping off on my website?"

📚 Want more advanced prompts? Windsor.ai's own AI Prompt Library has ready-made ones for weekly reports, budget audits, and creative performance, and their YouTube channel has tutorials if you'd rather watch than read.

🔌 How to connect Windsor.ai

Sign up for a free account at windsor.ai, or find "Windsor.ai" in the connector/app directory inside ChatGPT, Claude, or Copilot and create your account from there.
Inside your Windsor.ai account, connect your data sources: Meta, Google, LinkedIn, Bing Ads, GA4, and any others you use.
Start a new chat with Claude, ChatGPT, or Copilot and ask, get insights and act on them directly.

Once connected, you're not limited to questions, you can pause a campaign, adjust a budget, or launch a new one from the same chat, no login juggling required.

🎓 Learning skill: build a summer-only dashboard with Claude

Connect Windsor.ai to Claude, then use this: You're building me a lightweight dashboard while I'm away. A few rules for how to handle it: - Only surface something as "urgent" if it's a genuine outlier, a normal quiet day isn't urgent, don't cry wolf. - Round numbers for readability, I don't need decimal points on visit counts. - If a metric looks off or data is missing, say so plainly rather than guessing or smoothing it over. - If you pause or change anything, tell me clearly what you did and why, I want a paper trail, not a surprise. Pull my key business numbers from Windsor.ai (visits, bookings, revenue, ad spend across Meta, Google, LinkedIn, and Bing) and build me a one-page dashboard. I'm on holiday this month, so if a campaign is clearly overspending or underperforming, go ahead and pause it yourself and tell me afterwards, don't wait for me to approve every small thing. Otherwise just let the numbers sit quietly until I'm back. You can ask Claude to check in on a schedule, or just run it yourself once a week from your phone.

🔓 Windsor.ai's write actions now cover Meta, Google, LinkedIn, and Bing Ads, so once you're ready, Claude can pause, adjust, or launch campaigns directly, not just report on them. Try it FREE →

Finance Intern

⏱ 10 min

B2Brouter by team.blue. B2Brouter does not simply put your invoicing on autopilot. It helps remove manual steps, reduce repetitive work, and manage electronic invoices faster while keeping your processes under control.

Once suppliers send invoices through the platform or connected networks, receiving, registering, and tracking them becomes much easier
Invoice statuses update in real time, with key stages like Registered, Accepted, Read, or Reported as paid, so you can follow each invoice without checking manually
Recurring invoices can be generated automatically from saved templates, while you keep full control to review and send them when needed
If you connect your ERP or business system, B2Brouter helps reduce manual data entry and keeps your invoicing flows connected
Stay aligned with electronic invoicing and tax reporting requirements as they evolve across different countries and networks
Start from B2Brouter's web platform with the free plan, no credit card required, and upgrade when you need more volume, automation, or advanced features

🧾 B2Brouter's free e-invoicing tool lets you create, send, receive, and manage compliant electronic invoices from one platform, without technical setup. Try B2Brouter's free e-invoicing FREE →

First reminder (7 days)

Subject: Invoice #[NUMBER], just a gentle nudge ☀️ Hi [name], just a quick reminder that invoice #[NUMBER] for [amount] was due on [date]. If you've already sent it, ignore this, and thank you! If not, here's the link to pay: [payment link] Any questions just shout. 😊 [Your name]

Second reminder (14 days, firmer)

Subject: Invoice #[NUMBER], 14 days overdue Hi [name], following up on invoice #[NUMBER] for [amount], now 14 days past the due date of [date]. Please arrange payment at your earliest convenience: → [payment link] If there's an issue with the invoice, let me know and we'll sort it. Thanks, [Your name]

🎓 Learning skill: get help chasing overdue invoices

You're helping me handle overdue invoices from B2Brouter. Some things to keep in mind: - Tone should escalate gradually: friendly nudge under 14 days, clearly firmer past 30, but never aggressive, I still want to work with these clients. - Always leave room for the invoice being wrong or already paid, "if this has crossed in the post, ignore this" style framing avoids awkwardness. - Flag anything unusually large or unusually old separately, those deserve a phone call, not another email. Here's my list of overdue invoices, exported from B2Brouter: [paste client name, amount, days overdue for each]. For each one, tell me how urgent it is, and draft the right reminder email for that stage.

Social Media Intern

⏱ 15 min

Metricool by team.blue. Tracks performance, identifies the best times to publish, and schedules content across all your channels, so you batch once and forget about it all week.

Metricool free plan: schedule Instagram, Facebook, and Google Business Profile posts from one dashboard
See your whole content calendar in one view
Basic analytics on what performed, you can connect it to Claude, ChatGPT or Copilot and ask about the performance of your posts
Connect Canva too, so the same chat can design the graphic and schedule the post together

🎥 Want to see it in action? Metricool's own YouTube walkthrough, Design and Schedule Social Media Carousels with this Claude Agent, shows the full carousel workflow from design to scheduling. When you're ready to upgrade, Metricool paid plans unlock AI-suggested best posting times, TikTok scheduling, and competitor tracking. Try it FREE →

🔌 How to connect Metricool and Canva to Claude

In Claude, open Settings, then look for Connectors (or tap the tools icon in a chat).
Search for "Metricool" in the connector list, click "Add custom connector," paste https://ai.metricool.com/mcp as the URL, then log in and authorize access to your account.
Do the same search for "Canva" and connect it too.
Start a new chat and just describe what you want. Claude will offer to use Metricool or Canva when it's relevant, you don't need to name them yourself.
The first time Claude tries to schedule a post or create a design, it will show you exactly what it's about to do and wait for your confirmation before anything goes live.

Once both are connected, you can do the rest from your phone, in one chat.

🎓 Learning skill: design and caption a post in one prompt

You're helping me put a post together while I'm out and about. A few things that make this work well: - Keep the Canva graphic simple, one focal point, on-brand colours and fonts, nothing text-heavy that won't read on a small screen. - Captions should sound like a person noticed something, not a brand announcing something, lead with the observation, not the pitch. - Always show me both before scheduling anything, I want the final say. I spotted a trend/moment worth posting about: [describe it in a sentence]. Task 1, the graphic: create a simple Canva design using my brand kit, colours, logo, and fonts: [your brand details]. One clear focal point, nothing crowded. Task 2, the caption: write a short Instagram caption about it in my usual tone (friendly, not corporate), under 150 characters. Show me both, then wait for my OK before doing anything else.

🎓 Learning skill: schedule the week's posts

Once I've approved a batch of posts, use this to get them onto the calendar: Here are this week's approved posts: [paste the captions, or say "the ones we just made"]. Schedule each one in Metricool at [my usual posting times, or ask me for the best time per post]. Confirm the day and time for each one before you schedule it, and tell me once everything's on the calendar.

App Development Intern

⏱ 5 min

Macaly by team.blue. You describe your website and its purpose in plain English. Macaly's AI then generates a complete app. From there, you can use the visual editor or AI chat to refine the details until it's perfect.

Text or voice-message Macaly on WhatsApp describing what you want built
Build web apps, dashboards, or internal tools, even those 2am ideas you sketched on a napkin
Turn a messy spreadsheet into a clean internal dashboard your whole team can use
Use Google Sheets with AppSheet (free tier) to build simple apps for order tracking or inventory
Use Notion (free plan) to centralise your business processes and team information

🏆 Macaly's running a Summer Hackathon, build something with it for a chance to win, all skill levels welcome. Check out the Summer Hackathon →

🎓 Learning skill: build tools by texting Macaly

You're helping me build a small internal tool by text. Keep this in mind: - Start with the smallest version that solves the actual problem, one list, one status field, resist adding extra fields I didn't ask for. - Ask me one clarifying question if something's ambiguous, don't guess and build the wrong thing. - Tell me plainly what the free version can and can't do, so I know if I need to upgrade later. Send any of these to Macaly on WhatsApp and see what comes back: "Build me a simple tracker for client orders, name, status, due date, so I can see everything in one list." "Build me a holiday cover sheet: who's covering what while I'm away, their contact info, and what to do for the 3 most common requests." "Build me a daily reminder tool that pings me only if something needs my attention, otherwise stays quiet." Start small. You can always ask for one more feature once the basic version works.

Prompt to build an internal tool with AI

I need a simple internal tool for my small business. Here's what it needs to do: [Describe the workflow in plain language, e.g. "I need to track client orders, see their status, and mark them as done when complete"] My team size: [number of people] How we currently do this: [spreadsheet / paper / memory / email] The main problem with the current way: [what's frustrating or slow] Build me the simplest possible version that solves the problem. No unnecessary features.

🔓 When you're ready to upgrade: Macaly's paid plans let you build more complex apps, connect to external data, and deploy tools your whole team uses daily. Try it FREE →

Bonus

Free AI prompts to write everything

Paste these into Claude, ChatGPT, or any AI tool. Written for non-techy people who just need the words.

Bonus: for when you're really on the beach

Make it run itself

Everything so far still needs you to open a chat and ask. Claude can also work without being asked, on a schedule you set once, using Scheduled Tasks inside Claude Cowork (the desktop app). Same connections you've already made, running on autopilot. This is a newer feature, so check Claude's current setup steps if anything here looks slightly different by the time you read this.

🔌 How to set up your first scheduled task

Open Claude Desktop and switch to the Cowork tab, this feature currently lives there, not the regular web chat.
Make sure the tools you want it to use, Windsor.ai, Flexmail, Metricool, whichever applies, are already connected, the same connectors from earlier in this guide.
Create a new scheduled task, paste one of the prompts above, and set how often you want it to run.
Claude will show you what it's about to do the first time it runs, after that it keeps going on its own schedule.

This needs Claude Desktop and a paid plan, and currently runs locally, so your computer needs to be on and the app open for it to fire reliably.

Before you worry about it

Quick questions, quick answers

I really don't have time to set all of this up before I leave.

Pick one intern, whichever solves your biggest headache right now, and just do that one. Most take 10-15 minutes. You can always come back for the rest, or read this again with your coffee some Sunday.

Is my data safe if I connect these tools to Claude or to each other?

Connections are opt-in and you approve each one yourself. Claude shows you what it's about to do, publish, schedule, or send, and waits for your confirmation first. Nothing happens silently in the background.

Do I need to pay for any of this?

No. Every tool in this guide has a genuinely usable free plan. The "upgrade" notes are there for later, if and when you outgrow it, not a requirement to get started.

What if I get stuck?

Each tool has its own help centre and support docs, start there before worrying about anything more advanced.

Before you go

Your setup checklist ☀️

Tick these off before you leave. Takes one morning, tops.

0 / 9 done

Set up SimplyBook.me booking page
Add link to Instagram bio + WhatsApp status
Turn on booking confirmation emails
Clients get notified automatically, zero action from you
Schedule a week of social content in Metricool
One Sunday morning batch session
Build your welcome flow in Flexmail
Three emails, set once, runs itself
Send a summer discount email to your list
Build it in Flexmail's drag-and-drop editor
Connect Windsor.ai to your ad accounts
Ask a question, or try pausing a campaign, straight from the chat
Set up invoice templates in B2Brouter
Send your next invoice in under 60 seconds
Check your website has a booking button
Your site should convert visitors automatically
Save the AI prompts and founder skills somewhere easy to find
Or just download the PDF above

📄 Get it all as a PDF instead

From first-time founders to established businesses, we've helped millions succeed online. And every day, more choose to grow with us.

60+Brands

3.5mCustomers

22Countries

SimplyBook.me, Flexmail, Windsor.ai, B2Brouter, Metricool and Macaly are all part of the team.blue family, the same group behind this guide. Every tool in this guide is also EU-hosted and GDPR-compliant.