Discover workflows that save your business time and money. See which tools work together and how to set them up.
291 automations found
When a Help Scout conversation gets marked urgent or receives a second reply from the same customer in 24 hours, this workflow adds it to a Coda (an all-in-one doc and database tool) escalation tracker your whole team can see. Managers know exactly which customers need immediate attention. You stop urgent issues from hiding in a crowded inbox.
Resolve urgent customer issues 60% faster by giving your whole team one shared escalation list.
Saves ~2 hrs/week
When a customer sends a glowing reply in Help Scout and your team tags it as a testimonial, this workflow sends the quote to Loomly (a social media scheduling tool) as a draft post. Your marketing team reviews it and schedules it with one click. You turn happy customer emails into social proof without any extra work.
Generate 4-6 ready-to-post testimonials per month without any extra effort from your team.
Saves ~1 hr/week
When you close a Help Scout conversation that's tagged as billable work, this workflow logs the time and customer details in QuickBooks Online (accounting software for small businesses) so you can invoice right away. You stop losing billable hours because someone forgot to log them. Every closed ticket becomes a billing record automatically.
Recover an average of $500/month in previously unbilled support time.
Saves ~2 hrs/week
When someone fills out a contact or support form built in Cognito Forms (an online form builder), this workflow automatically creates a new conversation in Help Scout. Your team sees the request right away without checking a separate inbox or spreadsheet. You respond faster and nothing gets missed.
Respond to form submissions 2 hours faster on average and eliminate manual data entry.
Saves ~1 hr/week
This workflow pulls data from Help Scout every day and sends it to Metabase (a tool that turns data into charts and reports) so you can see ticket volume, response times, and top issues in one dashboard. You stop guessing where your support team is struggling. You make staffing and training decisions based on real numbers.
Spot your top 3 support bottlenecks in under 10 minutes each week instead of digging through emails.
Saves ~2 hrs/week
When a new conversation lands in Help Scout, this workflow sends the customer's message to ChatGPT (an AI writing assistant), which drafts a reply based on your tone and common answers. The draft drops into Help Scout as a saved reply for your team to review and send. You cut reply-writing time in half without losing the human touch.
Save 4 hours/week on writing support replies and respond to customers 50% faster.
Saves ~4 hrs/week
If a Help Scout conversation sits open for more than 24 hours, this workflow adds it as a task in Todoist (a personal task manager) with a due date. Your team gets a daily reminder to follow up so no customer falls through the cracks. You stop relying on memory to track who still needs a reply.
Cut average response time by 40% and reduce overdue tickets to near zero.
Saves ~2 hrs/week
When a customer email comes into Help Scout and gets tagged as a bug or feature request, this workflow creates a task in Notion so your team can track it. You stop losing important feedback in your inbox. Every request gets logged in one place without anyone copying and pasting.
Save 3 hours/week on manual ticket logging and never lose a customer request again.
Saves ~3 hrs/week
Every time a Google Meet recording finishes, Make sends the transcript to Coda (a flexible doc and database tool) and creates a new row in your call library. You can search by client name, date, or keyword to find any conversation in seconds. New team members can get up to speed by reading past calls instead of asking you to repeat everything.
Save 3 hours/week searching for past call context and cut new employee onboarding time by 30%.
Saves ~3 hrs/week
When someone registers for your event on Eventbrite (an event ticketing platform), Make automatically sends them a Google Meet link for the follow-up Q&A call. The link gets added to their confirmation email without you lifting a finger. Your attendees feel taken care of and your no-show rate drops.
Save 2 hours per event and increase follow-up call attendance by sending instant, automatic invites.
Saves ~45 min/week
After a brainstorming call on Google Meet, your transcript goes to ChatGPT, which pulls out the key ideas. Make then builds a mind map (a visual diagram of connected ideas) in MindMeister automatically. Your team walks away with a visual plan instead of a wall of text.
Save 2 hours/week organizing post-meeting ideas and start every project with a clear visual plan.
Saves ~2 hrs/week
When you finish a Google Meet call with a client, Make can create or update that client's contact record in QuickBooks Online (your accounting software). It logs the call date and any notes so your billing history stays current. You spend less time doing data entry and more time doing the actual work.
Save 1 hour/week on data entry and avoid missing billable client interactions.
Saves ~1 hr/week
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