Loopmint blog — workflow automation discovery, SOPs & onboarding guides
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Automate your workflows
Find, capture and automate the repetitive browser work your team does by hand — then export it to Claude, Make, Zapier or n8n.
How to turn a screen recording into an n8n workflow (no JSON editing)
A step-by-step walkthrough of recording a browser task and exporting it as a ready-to-run n8n workflow, with no manual JSON editing.
Read the guideHow to create new-hire onboarding docs by recording the process once
Capture each onboarding setup step once and turn it into a guide new hires actually follow, instead of writing SOPs from scratch.
Read the guideHow to automate your sales pipeline report
Stage movement, slipped deals, coverage ratio and weighted pipeline — pulled from your CRM and posted before every pipeline review, by recording the report once.
Read the guideHow to automate a quarterly forecast report
Pull pipeline and historicals, compute a weighted projection with best/likely/worst scenarios, and compare to actuals — turning a quarterly chore into a rolling forecast.
Read the guideHow to automate a quarterly report
The cross-system one everyone dreads — finance, sales and product data, days of copy-paste. How to assemble your quarterly board report automatically by recording it once.
Read the guideHow to automate a weekly marketing summary
Traffic, channel mix, MQLs, CAC and campaign ROAS from GA4, ad platforms and your CRM — stitched into a Monday digest that writes itself.
Read the guideHow to automate a weekly finance summary
The founder cash flash — cash position, burn, runway, AR aging and upcoming AP — pulled from your accounting system and posted every week on its own.
Read the guideMake vs Zapier vs n8n: which should you use?
Three popular automation platforms, three philosophies. How they really differ on ease, price, integrations and AI — plus the fastest way to build a workflow for whichever you pick.
Read the guideAutomation discovery: how to find what to automate
Before you can automate, you have to know what's worth automating. What automation discovery (a.k.a. workflow discovery) is, the methods compared, and how recording makes it instant.
Read the guideHow to automate your weekly report (free, no-code)
Same report, every week — the perfect thing to automate. Pull the data, compute, summarise and post it automatically, by recording the task once. With a worked pipeline-report example.
Read the guideWhat is workflow automation? Definition, examples & benefits
The plain-English answer: software running a sequence of tasks for you. How it works, real examples by team, the main types, the benefits, and how to automate your first one.
Read the guideHow to automate a workflow fast
Automation feels slow because two avoidable steps eat all the time. Here's the speed playbook — what to skip, a same-day checklist, and the traps that quietly cost you weeks.
Read the guideHow to automate workflows instantly (a 4-step method)
You don't need weeks of setup to automate a workflow. Record the task once, let AI reconstruct the logic, and export a ready-to-run automation — here's the fastest path from manual to automated.
Read the guideWorkflow automation discovery: a step-by-step guide for teams
How to roll out workflow automation discovery across a team — find candidates, capture them, prioritise by ROI, and build an automation backlog that actually ships. The complete playbook.
Read the guideWhat is workflow automation discovery? (And why it's the step everyone skips)
Teams don't fail to automate because the tools are missing — they fail because nobody can name the workflow precisely enough to build it. Here's how discovery fixes the real bottleneck.
Read the guideWorkflow discovery vs. process mining vs. task mining
Three ways to figure out what to automate — but they're not interchangeable. A clear, side-by-side breakdown of what each one captures, when to use it, and why discovery wins for fast, team-level automation.
Read the guideAI workflow automation: how AI discovers and automates work
AI changed automation discovery from a manual analyst project into a recording. Here's how AI reconstructs a workflow from a single run and turns it into an automation for Claude, Make, Zapier or n8n.
Read the guideHow to automate repetitive browser tasks without code
Export, paste, reconcile, message, repeat. A practical playbook for spotting the browser tasks worth automating and shipping them — without writing a line of code or mapping a single API.
Read the guideTurn a workflow recording into a Zapier, Make or n8n automation
A screen recording shows what you did. An automation blueprint says what to build. Here's how to go from one to the other — and why the format you export to matters more than you think.
Read the guideDocument & onboard
Turn one recording into SOPs, step-by-step guides and customer onboarding PDFs — no manual screenshots, and updated in minutes.
Free AI SOP generator: create SOPs automatically
Writing SOPs by hand is why most never get finished. How AI SOP generators turn a recording into a screenshot-rich, editable SOP you can export as a PDF — and how to choose a free one.
Read the guideRecord your product once, generate an instant customer onboarding PDF
Your best onboarding is the live walkthrough — it just doesn't scale. Record it once and Loopmint turns it into a polished, screenshot-rich onboarding PDF you can send to every new customer, updated in minutes.
Read the guideHow to turn a screen recording into a step-by-step guide
A recording proves the task was done; a step-by-step guide lets anyone repeat it. The manual method vs. the one-click AI way — and the best practices that make a guide people actually follow.
Read the guideHow to create an SOP (standard operating procedure) + template
Most SOPs fail because they're impossible to find or already wrong. A complete guide with a copy-paste template, a step-by-step method, and how to keep SOPs accurate by generating them from a recording.
Read the guideProcess documentation: the complete guide
Your team's most valuable knowledge lives in someone's head. Process documentation is how you keep it — the types, the tools, a step-by-step method, and the one change that stops docs from rotting.
Read the guide