Cut monthly commission reconciliation from 6 hours to under 30 minutes.
~1 hr
Saved / wk
Medium
Setup
No AI
AI
When a client premium payment is recorded as received in QuickBooks Online, Make triggers a calculation and logs the agent commission amount into a Coda (a flexible spreadsheet-database tool) tracker. Your agents always know what they've earned without you running manual reports.
~1 hr
Saved / Week
Some setup required
Setup Complexity
No AI involved
AI Status
Step 1: Connect QuickBooks Online to Make and set trigger to 'Payment Received'
Step 2: Filter for payments tagged with a policy or agent code
Step 3: Add a Make math step to calculate commission (e.g., 10% of premium amount)
Step 4: Send the result to a Coda table with columns for agent name, policy number, premium, and commission earned
Step 5: Set Coda to email each agent a weekly summary of their logged commissions
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See PlansCoda is a doc-meets-database-meets-app platform that lets you build custom workflows inside a familiar document interface. You can create interactive buttons, tables, and automations — like a button that sends a Slack message or updates a Jira ticket — turning static documents into working tools your team actually uses. Packs (integrations) connect Coda to Slack, Jira, Google Calendar, GitHub, Salesforce, and 600+ other tools. Templates give you pre-built solutions for OKR tracking, meeting notes, product roadmaps, and more. Coda AI helps generate formulas, summarize content, and draft text inside your docs. Free tier available for individuals and small teams.
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