Discover workflows that save your business time and money. See which tools work together and how to set them up.
34 automations found in Run Projects & Operations
When a new client fills out your onboarding form in Tally, a project and task list automatically appear in your project management tool. Your team knows exactly what to do next without a kickoff meeting or manual setup.
Cut new client project setup from 45 minutes to 5 minutes and save 4 hours/week across your team.
Saves ~4 hrs/week
When you star an email in Gmail, this workflow automatically creates a task in your project management tool. You never lose track of emails that need action. Your to-do list stays current without any extra steps.
Save 2 hours/week by turning 100% of starred emails into trackable tasks automatically.
Saves ~2 hrs/week
When a new client fills out your intake form, the details automatically create a new project or task in your project management tool. Your team sees the work right away without you forwarding emails or retyping info. This cuts the gap between 'client signed up' and 'work started' down to minutes.
Cut project setup time from 20 minutes to zero and start new client work same day, every time.
Saves ~2 hrs/week
When someone fills out your Google Form (like a client intake or job request), this automation creates a task in your project tool right away. You stop copying data by hand and nothing falls through the cracks. Your team sees new work the moment it comes in.
Save 3 hours/week on data entry and respond to new requests 1 day faster.
Saves ~3 hrs/week
Square tracks your inventory (the products you have in stock) in real time. This automation watches your stock levels and sends a message to your team's Slack channel (a group chat app) the moment an item drops below a number you set. You never run out of a top seller again because your team knows right away.
Prevent stockouts on your top 10 items and avoid losing an estimated $500+/month in missed sales.
Saves ~1 hr/week
Harvest sends real-time tracking data to Forecast so you see who is overbooked and who has availability. Schedule based on capacity, not guesswork.
Reduce team overbooking by 50% and improve project delivery timelines.
Saves ~2 hrs/week
Start a Harvest timer from any Asana task and time links automatically. See how long each task takes without separate timesheets.
Get accurate per-task time data to improve estimates and spot scope creep early.
Saves ~3 hrs/week
When a designer tags a Figma comment as dev-ready, an Asana task is created with a screenshot and direct link. Developers get clear, visual specs.
Design-to-development handoff is seamless, cutting time between approval and coding by days.
Saves ~50 min/week
When a feature branch merges into main, the linked Trello card moves to your Done list automatically.
Your Trello board is always accurate, so sprint reviews use real data.
Saves ~15 min/week
When a developer opens a PR that references a Trello card number, the PR link attaches to that card and moves it to In Review.
Code reviews and project cards stay in sync.
Saves ~20 min/week
When a developer merges a pull request, the matching Asana task moves to done automatically. Project managers see real-time progress.
Your project board reflects actual development progress in real time.
Saves ~20 min/week
When someone files a bug or feature request on GitHub, an Asana task is created with the issue title, description, and a link back.
Every GitHub issue shows up in your project board, so nothing slips through the cracks.
Saves ~35 min/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
