Discover workflows that save your business time and money. See which tools work together and how to set them up.
59 automations found in Understand Your Numbers
Every time a student uses Calyxa for help, the subject, topic, and question type log automatically to Airtable. Pipedream handles the connection in real time. In one Airtable view, you can instantly see your top 5 trouble spots across all students — then decide whether to add extra practice, adjust your curriculum, or flag specific students for one-on-one help.
Identify your top 5 problem topics in minutes each week and reduce repeat questions by 40%.
Saves ~1 hr/week
BQE Core tracks your time and billing in one place. Each month, export that data to Google Sheets, where a template calculates revenue, cost, and gross margin per client. Metabase turns that sheet into a sortable report so you can see your most and least profitable clients in 5 minutes.
Identify your least profitable client in under 5 minutes and increase average project margin by 12% within one quarter.
Saves ~3 hrs/week
Track budget vs. actual hours for every active engagement in Clockify. When any project reaches 80% of its budgeted hours, Make fires a Slack message to the project lead with the project name, client, hours used, and hours remaining. Fix scope creep before you are already over budget.
Recover an average of 5 extra billable hours per project by catching overruns 2 weeks early.
Saves ~2 hrs/week
Connect Harvest to Google Sheets to pull daily hours logged, project codes, and billable flags. A Looker Studio dashboard turns that data into a live view of each consultant's billable utilization %, which projects are over budget, and which clients are absorbing the most non-billable time.
Raise average billable utilization by 8% in 30 days by spotting and reassigning idle capacity before week-end.
Saves ~3 hrs/week
Pull scrap quantities and unit costs from SYSPRO into Google Sheets each Friday. A formula layer calculates total waste cost and scrap rate per product line, then Databox surfaces the worst offenders in a KPI dashboard your ops manager reviews every Monday morning.
Identify your top waste source in under 5 minutes each week and cut scrap costs by up to 15% within 60 days.
Saves ~2 hrs/week
Each morning, Make compares your current stock levels in Katana against your open production orders and scheduled purchase order delivery dates. When any raw material will hit zero before the next delivery, you get an email showing the item, quantity needed, and your supplier's contact — before production stops.
Eliminate production stoppages from material shortages and save an average of $900/month in emergency shipping costs.
Saves ~2 hrs/week
Pull daily production counts from Katana into Google Sheets every hour. A Power BI dashboard connected to that sheet shows supervisors units produced, yield rate, and downtime minutes against the daily target — no waiting for an end-of-shift printout.
Catch production shortfalls 4 hours earlier per shift and reduce end-of-day scramble by 30%.
Saves ~3 hrs/week
Pull income and expense data from QuickBooks Online into a Google Sheets template each month. The template auto-calculates NOI (net operating income) per property, then Gmail sends each owner a PDF of their personalized report on the 1st — no manual formatting needed.
Cut monthly report prep from 5 hours to 20 minutes and deliver reports to every owner on the same day each month.
Saves ~2 hrs/week
Set a monthly budget threshold in Buildium for each property. When spend crosses that limit, a Make automation fires immediately and posts a Slack message to your operations channel. Catch overspending this month, not at quarter-end.
Cut budget overruns by catching spikes the same day they happen, saving an average of $600/month in unplanned costs.
Saves ~1 hr/week
Connect AppFolio to Google Sheets and Looker Studio to see vacancy rates, rent collected vs. expected, and maintenance costs across every property in one place. Your dashboard refreshes automatically every night — no manual data pulls, no stale spreadsheets.
Save 4 hours/week on reporting and spot problem properties 10 days earlier.
Saves ~4 hrs/week
This workflow pulls open invoices from QuickBooks Online each morning and writes them into a Google Sheet that highlights anything unpaid past 30 days. Your team gets a real-time reconciliation dashboard without any manual exports.
Replace a 90-minute weekly manual report with a dashboard that updates itself every morning.
Saves ~2 hrs/week
Each time Dreamwork generates a job-match pack for one of your coaching clients, a Make automation logs the role, fit score, and application date to a Google Sheet. After interviews, your coaches update the outcome column. Over 90 days you build a clear picture of which roles convert — and coach smarter.
Save 90 minutes of admin work per week and give every client a live dashboard showing their application pipeline.
Saves ~2 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
