Instant digital downloadAI Agents, Automations & Workflows Kit for Small Business - Stackwise
AI Business Guide, Excel Workbook, Fillable Worksheets, AI for Beginners
Finally understand AI agents, automations and workflows, and build your first one's step by step. Made for small business owners, solopreneurs, freelancers and e-commerce sellers. No coding.
This is NOT just a prompt pack.
Everyone is talking about "AI agents," "automations" and "workflows," but most guides use the words like they mean the same thing. They don't. The AI Build Kit explains each one in plain English using five simple questions (What, When, Why, Where and How), then walks you through building your own with real examples you can copy.
WHAT'S INCLUDED (5 FILES)
📘 THE AI BUILD KIT GUIDEBOOK (58-page PDF)
• Part 1: The Big Picture. The Help Ladder, a simple analogy for all three, and a 4-question decider
• Part 2: Automations. The 5 questions + the T.R.I.G.G.E.R. build method + 16 ready-to-build recipes
• Part 3: Workflows. The 5 questions + the M.A.P. I.T. mapping method + 10 workflow blueprints
• Part 4: AI Agents. The 5 questions, the 4 levels of agents, the H.I.R.E. method, a fill-in Agent Instructions Template + 12 agent blueprints
• Part 5: Your AI Team. Four complete systems for a bakery, a freelancer, an Etsy/Shopify shop and a coach • 9 step-by-step build-alongs (beginner and intermediate)
• 10 safety rules, a 14-day build plan, troubleshooting FAQ, a quiz and a plain-English glossary
• "Say it like a pro" scripts so you can explain each idea to a client, partner or team member
📊 THE AI BUILD WORKBOOK (Excel + Google Sheets, 14 tabs)
• Task Audit: list your weekly tasks and it recommends Automation, Workflow, Agent or Keep manual, with estimated hours and dollars saved
• 5W Planner: explain it before you build it • Automation Builder: writes your "When ___, then ___" recipe
• Workflow Mapper: counts Human, AI and Automation steps for each workflow
• Agent Designer: answer plain questions and get ready-to-paste agent instructions
• Agent Test Log: run 10 tests and see your pass rate before you trust an agent
• Time & Money Saved, Build Tracker, Maintenance Log and a live Dashboard with charts
• Recipe Library: 40 ready-to-build ideas you can filter by business type
📝 FILLABLE BUILD WORKSHEETS (15-page PDF)
Type on screen or print: Task Audit, Which One? Decider, 5W sheets for each building block, Automation Recipe Cards, Workflow Map, Agent Blueprint, Agent Test Sheet, AI Team Plan, Teach-Back, 14-Day Plan and a Safety Checklist.
🧭 AI BUILD STUDIO (interactive web page) Opens in your web browser. Answer a few questions and it tells you which one to build, then gives you click-by-click steps for Zapier, Make, Shopify Flow or built-in tools, maps your workflow, and writes your agent instructions and test plan, ready to copy.
🚀 QUICK-START GUIDE (PDF) How to open every file on any device, plus your first 60 minutes.
AFTER THIS KIT, YOU'LL BE ABLE TO
✓ Explain automations, workflows and AI agents in one sentence each
✓ Decide which one fits any task in your business (or when to use none)
✓ Build your first automation, workflow and AI agent, step by step
✓ Combine them into a simple "AI team" that saves hours every week
✓ Stay safe, with a human in charge of anything that matters
WHO IT'S FOR
• Small business owners: bakeries, salons, shops, local services
• Solopreneurs: coaches, consultants, creators
• Freelancers: designers, writers, VAs, developers
• E-commerce sellers: Etsy, Shopify and other online shops
• Beginners who feel behind on AI, and intermediate users who want a real system
WORKS WITH
ChatGPT, Claude, Google Gemini, Microsoft Copilot, Zapier, Make, Shopify Flow, Microsoft Power Automate and the built-in automations in apps you already use. You can start on free plans.
HOW IT WORKS
1. Purchase and download your 5 files instantly
2. Open the Quick-Start Guide
3. Follow the 14-day plan (20-30 minutes a day) Workbook opens in Microsoft Excel or free Google Sheets. PDFs open on any computer, tablet or phone.
PLEASE NOTE:
• This is a DIGITAL download. No physical item will be shipped.
• Software such as Excel, ChatGPT or Zapier is not included. Free options are explained in the guide.
• For educational purposes only. Not legal, financial or tax advice. Tool features and free plans change over time.
• For personal and business use in your own business. Please do not resell or share the files.
• Due to the nature of digital products, all sales are final.
Questions? Message me any time. I'm happy to help.
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What's included
- Instant digital download after checkout
- Works in Google Sheets, Excel, and Numbers
- Step-by-step setup guide included
- Free lifetime updates