WorkastHow to run your business on autopilot
The exact automations I use to keep clients happy and projects on track!
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"With AI automations for client requests and campaign planning, briefs turn into full roadmaps, and I’ve reclaimed 5 hours a week for creative work”
I’m Alex, founder of NexaFlow Digital. We grew fast and hit chaos—until we standardized spaces, added AI rules, and put busywork on autopilot. This guide is exactly how we run it now. I walk through the exact setup we use in Workast: how we capture work from Slack/email/forms, route it with AI, and keep clients looped in without status-chasing.
What’s inside this guide
Why we chose Workast and how we organize it
Spaces: How we split work (no overlap).
Sales: lead → proposal → won, with auto follow-ups.
Marketing: campaign checklists that spin up themselves.
Custommer support: intake → resolution with SLAs & tags.
Clients: client spaces + view-only status links.
Administrative: finance, renewals, ops on repeat.
Extra tips for organization: names, tags, saved searches.
The daily workflow: morning Slack rundown + weekly review.
What you'll get from this ebook
Organized Channels
Maintain clear and efficient communication by organizing Slack channels for specific projects.
Effective Use of Threads and Mentions
Keep discussions focused and prevent important information from getting lost.
Seamless Task Management
Transform Slack messages into actionable tasks with Workast.