Playbook

How to Start Automation & Workflows With AI, Step by Step

Built only from the steps described in 7 sourced Automation & Workflows cases. Each step is attributed to the case it comes from; we do not add steps of our own.

Updated October 20, 20267 cases with steps
Step 1

How they started

  1. Design the system first

    The architecture was mapped before any automation was built.

    From Chris Sharkey (AI Automation Society member), step 1. $8,500 setup + $750/mo, Self-Reported

  2. Learn by building

    Personal automation projects with Make.com.

    From Justin Lob, step 1. $20,354 a month, Self-Reported

  3. Start with automation projects

    Build workflows for paying clients.

    From Nick Saraev, step 1. $72,000 a month, Self-Reported

  4. Build an audience first

    Years of building in public on X gave him early users for each product.

    From Orshot (Rishi Mohan), step 1. About $6.2K MRR, Partially Verified

  5. Learn from failures

    Two earlier products did not work out.

    From FlowHunt (Yasha Boroumand), step 1. $10k/mo, Self-Reported

  6. Build a solid core product

    Postiz first grew slowly as a multi-platform scheduler.

    From Postiz (Nevo), step 1. $143K MRR, Self-Reported

  7. Sell pain, not AI

    He pitched business problems, not technology.

    From Rayhan Mahmood, step 1. Five figures a month, Self-Reported

Steps 2 to 3

What they did next

  1. Build in Make

    A token issue blocked the QuickBooks connection.

    From Chris Sharkey (AI Automation Society member), step 2. $8,500 setup + $750/mo, Self-Reported

  2. Rebuild in n8n

    Because the design existed, only the implementation had to change.

    From Chris Sharkey (AI Automation Society member), step 3. $8,500 setup + $750/mo, Self-Reported

  3. Package as a service

    Join a programme and start selling to clients.

    From Justin Lob, step 2. $20,354 a month, Self-Reported

  4. Find clients

    Cold email with Instantly and Upwork.

    From Justin Lob, step 3. $20,354 a month, Self-Reported

  5. Scale the agency

    Add clients and team to reach $72,000 a month.

    From Nick Saraev, step 2. $72,000 a month, Self-Reported

  6. Learn from mistakes

    The video covers what he would change.

    From Nick Saraev, step 3. $72,000 a month, Self-Reported

  7. Start with a simple API

    Orshot began as a basic image generation API and grew into a full platform.

    From Orshot (Rishi Mohan), step 2. About $6.2K MRR, Partially Verified

  8. Win search traffic slowly

    Long comparison posts, how-to guides and small free tools bring in buyers.

    From Orshot (Rishi Mohan), step 3. About $6.2K MRR, Partially Verified

  9. Build an agent builder

    FlowHunt lets users chain AI into workflows.

    From FlowHunt (Yasha Boroumand), step 2. $10k/mo, Self-Reported

  10. Dogfood SEO

    He used his own tool to scale search content.

    From FlowHunt (Yasha Boroumand), step 3. $10k/mo, Self-Reported

  11. Make it agent-ready

    He exposed the tools so AI agents can drive the app.

    From Postiz (Nevo), step 2. $143K MRR, Self-Reported

  12. Ride and repeat what goes viral

    After one article blew up, he paid creators to write more.

    From Postiz (Nevo), step 3. $143K MRR, Self-Reported

  13. Land a few good clients

    He says about five right clients are enough.

    From Rayhan Mahmood, step 2. Five figures a month, Self-Reported

  14. Run a lean stack

    Tools cost under $500 a month.

    From Rayhan Mahmood, step 3. Five figures a month, Self-Reported

Step 4 and later

How they grew

  1. Charge setup plus monitoring

    $8,500 setup and $750 a month.

    From Chris Sharkey (AI Automation Society member), step 4. $8,500 setup + $750/mo, Self-Reported

  2. Run it lean

    Airtable CRM and ClickUp for projects.

    From Justin Lob, step 4. $20,354 a month, Self-Reported

  3. Publish your metrics

    He keeps growth and revenue numbers public on an open page.

    From Orshot (Rishi Mohan), step 4. About $6.2K MRR, Partially Verified

FAQ

Automation & Workflows: common questions

How much do people make with Automation & Workflows and AI?

Across the 7 of our 7 sourced cases that report a monthly figure, amounts range from $750 to $143,000 a month, with a median of $10,000. These are what each source reports, not typical results.

How much does it cost to start?

Tool subscriptions; specific totals not disclosed in our cases. 1 of 7 cases disclose a startup cost.

How long until the first dollar?

About three weeks for the first documented client project. This comes from what our cases report.

Which AI tools do these cases use most?

Make (5 cases), n8n (4 cases), Claude (2 cases), Upwork (1 case), Canva (1 case). Only tools named in the sources are counted.

How reliable are these income figures?

0 of 7 cases are independently documented, meaning a news outlet says it reviewed records. 6 are self-reported. Every case links its source.

What are the main risks?

Integrations break when a platform changes its API. Self-reported results are hard to check from outside. Agent-run businesses still need human oversight.

How many of these cases say when they made their first dollar?

2 of 7 cases state a time to first revenue. For example: Chris Sharkey (AI Automation Society member): "Delivery was promised within three weeks"; Justin Lob: "Roughly six to eight months from zero to a working agency". The rest do not say, so treat any single timeline as one example, not a norm.

What went wrong or held these cases back?

7 of 7 cases list limitations or risks drawn from their sources. Examples: Chris Sharkey (AI Automation Society member): Third-party integrations can fail mid-project; Justin Lob: Long hours outside a full-time job; Nick Saraev: He sells a paid community, so the story is also marketing. Each case page lists them in full.

Do I have to report this income to the IRS if I never get a 1099-K?

Yes. The IRS says that whether or not you receive a Form 1099-K, you must report all income from selling goods or services on your tax return. Payment apps and online marketplaces must send a 1099-K when payments for goods or services total over $20,000 in more than 200 transactions, but they may send one for lower amounts. Source: IRS, "Understanding your Form 1099-K" (irs.gov/businesses/understanding-your-form-1099-k), checked 2026-10-20. General information, not tax advice.

Do I owe self-employment tax on side hustle income in the US?

According to the IRS, you must pay self-employment tax and file Schedule SE if your net earnings from self-employment were $400 or more. The rate is 15.3% (12.4% Social Security and 2.9% Medicare), and you may need to pay estimated taxes quarterly. Source: IRS, "Self-employment tax (Social Security and Medicare taxes)" (irs.gov/businesses/small-businesses-self-employed/self-employment-tax-social-security-and-medicare-taxes), checked 2026-10-20. General information, not tax advice.

Data guides

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