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
Fathom pulls action items from your calls automatically. With a Zapier connection, each action item becomes a real task in ClickUp with the right assignee and due date. Nothing falls through the cracks after a busy meeting day.
Save 2.5 hours/week on post-meeting task creation and reduce missed deadlines by 80% by turning every action item into a tracked task.
Saves ~3 hrs/week
When your team creates a new Jira task (a work ticket that tracks a job to be done), you can link an Excalidraw wireframe (a rough visual sketch of a screen or process) directly to that ticket. This gives developers and designers the visual context they need without a long back-and-forth. Teams report cutting design-to-dev handoff time by 2 hours per sprint (a two-week work cycle).
Cut design-to-dev handoff confusion and save 2 hours per sprint by attaching wireframes directly to Jira tickets.
Saves ~1 hr/week
After your team maps out a project in FigJam, you can push the key milestones and to-dos directly into ClickUp (a project management tool) as real tasks with due dates. This connects your planning whiteboard to your actual work tracker without retyping everything.
Save 90 minutes per project kickoff and make sure every planned task actually gets assigned and tracked.
Saves ~2 hrs/week
After a team brainstorm in FigJam, sticky notes and ideas often get lost. This workflow lets you export key decisions from FigJam and automatically create organized tasks and pages in Notion so nothing falls through the cracks.
Save 2 hours/week by turning whiteboard sessions into organized Notion pages in under 5 minutes.
Saves ~2 hrs/week
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
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
