Discover workflows that save your business time and money. See which tools work together and how to set them up.
18 automations found in Handle Documents & Data
When your team creates diagrams in both FigJam and Excalidraw (a lightweight open-source drawing tool), this workflow exports both into a shared Notion page for easy comparison. You can review design options without switching between tabs. Your team picks the best version faster and moves on.
Save 1 hour per project review by centralizing all diagram options in one Notion page.
Saves ~1 hr/week
After your team votes on ideas in FigJam, the results automatically flow into a Coda doc (an all-in-one doc and database tool) as a decision record. You get a running log of what your team chose and why. No more digging through old whiteboards to remember past decisions.
Save 1.5 hours/week on meeting documentation and cut decision confusion by 80%.
Saves ~2 hrs/week
Every time Fathom finishes a call, it automatically saves the full transcript and AI summary to a Notion database. You build a searchable library of every meeting your business has ever had. Finding what a client said six months ago takes seconds, not a frantic search through old emails.
Build a complete meeting archive in under 30 days and cut time spent searching for past decisions from 20 minutes to under 2 minutes.
Saves ~2 hrs/week
Excalidraw has a built-in plugin for Obsidian (a note-taking app that stores everything on your computer). You can draw a diagram inside Obsidian and it saves as a file you can link to any note. This means your brainstorm visuals live right next to your written notes — no extra exports needed.
Save 45 minutes/week by keeping all diagrams and notes in one place with zero manual exporting.
Saves ~45 min/week
Use Gemini (the AI assistant built into Google Docs) to draft a first version of a client proposal in minutes. You type a short prompt describing the client's needs, and Gemini fills in the structure, talking points, and key sections. You review and edit — it handles the blank-page problem.
Cut proposal writing time from 3 hours to 45 minutes and send proposals 2 days faster.
Saves ~2 hrs/week
Every time a client or vendor sends you an attachment in Gmail, this automation saves it straight to the right folder in Google Drive. You never have to hunt for a file again, and your whole team can find it instantly. It works around the clock without you lifting a finger.
Save 2 hours/week searching for files and cut 'where is that document?' questions by 80%.
Saves ~2 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
