Discover workflows that save your business time and money. See which tools work together and how to set them up.
62 automations found in Run Projects & Operations
Every time a new client is added to your system, n8n sends the onboarding email sequence and logs all client details into a Coda (a connected doc and database tool) tracker automatically. Your team always knows where each client stands in onboarding without anyone updating a spreadsheet.
Save 1.5 hours/week on manual data entry and give your whole team real-time onboarding visibility.
Saves ~2 hrs/week
When you mark a deal as won in your CRM or add a client to Notion, Make automatically sends the welcome email AND creates a full onboarding task list in Todoist (a task management app) for your team. You handle both client communication and internal prep in one shot.
Save 2.5 hours/week and reduce onboarding errors by 60% by automating both client emails and team task creation together.
Saves ~3 hrs/week
Every time a Freestyle VM completes a coding task, it automatically marks the matching Todoist (a task management app) task as done and adds a note with the result. Your project manager sees real-time progress without asking the dev team for updates. Nothing falls through the cracks.
Save 1.5 hours/week on status update meetings and keep your task list accurate without manual updates.
Saves ~2 hrs/week
When someone fills out a form, their data automatically lands in your project tracker as a new task. No more copying names, emails, or details by hand. You stop losing requests that fall through the cracks.
Save 2 hours/week on manual data entry and respond to new requests same-day.
Saves ~2 hrs/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
After your Meet call ends, use Make to pull action items from the meeting transcript and create tasks in Todoist (a task management app). Each task gets assigned to the right person with a due date. Your team leaves every meeting knowing exactly what they need to do next.
Save 1.5 hours/week chasing follow-ups and cut missed deadlines by 50%.
Saves ~2 hrs/week
When a customer leaves a comment on your Facebook or Instagram post that needs a follow-up, Make creates a task in Todoist (a simple to-do list app) so nothing slips through. You get a clear action item with the customer's name and comment text attached.
Follow up on every flagged comment within 24 hours and never lose a sales lead in the comments.
Saves ~45 min/week
Every completed Toast order automatically gets logged into a Notion (an all-in-one workspace tool) database you control. You can track order volume, flag issues, and keep a running record for catering or large-order history. It takes the data out of Toast and puts it where your whole team can see it.
Give your whole team order visibility in one place and cut order lookup time from 10 minutes to under 1 minute.
Saves ~2 hrs/week
When Toast flags a menu item as running low, n8n automatically creates a task in Todoist (a task management app) assigned to your kitchen manager. Your team always knows what to reorder before you run out. No more mid-service surprises.
Reduce out-of-stock incidents by catching low inventory 24 hours earlier and save 2 hours/week on manual checks.
Saves ~2 hrs/week
Each time a payment clears in PayPal Business, this workflow creates a follow-up task in Todoist so you remember to deliver the product, send a thank-you, or check in with the client. Nothing falls through the cracks after a sale.
Follow up on every single payment and reduce missed deliveries to zero — saving you 1 hour/week in damage control.
Saves ~1 hr/week
After a team retrospective in FigJam, sticky notes from 'what went well' and 'what to improve' columns get logged into a Coda tracker automatically. You build a searchable history of team feedback over time. You spot recurring problems faster and fix them before they slow your team down.
Save 1 hour per retro and build a 6-month feedback history that cuts repeat problems by 40%.
Saves ~1 hr/week
When you finish a sprint planning session in FigJam, each task card on the board becomes a real task in Todoist (a task management app) with a due date and owner. You skip the 30-minute manual data entry after every planning meeting. Your team can start working immediately instead of waiting for someone to update the task list.
Save 2.5 hours/week on post-planning admin and get your team working 1 day faster each sprint.
Saves ~3 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
