Discover workflows that save your business time and money. See which tools work together and how to set them up.
13 automations found in Understand Your Numbers
This workflow pulls data from Help Scout every day and sends it to Metabase (a tool that turns data into charts and reports) so you can see ticket volume, response times, and top issues in one dashboard. You stop guessing where your support team is struggling. You make staffing and training decisions based on real numbers.
Spot your top 3 support bottlenecks in under 10 minutes each week instead of digging through emails.
Saves ~2 hrs/week
Pull your Indeed application data into Metabase (a data dashboard tool) so you can see how many people applied, which job posts perform best, and where candidates drop off in your process. This helps you spend your job posting budget on the ads that actually work.
Reduce cost-per-hire by 20% by cutting underperforming job posts within the first 30 days.
Saves ~2 hrs/week
Connect Meta Business Suite ad data to Metabase (a tool that turns your data into visual charts) so you can see your ad spend, reach, and results in one live dashboard. You stop logging into Meta Business Suite every day just to check numbers.
Spot underperforming ads 2x faster and cut wasted ad spend by up to 20%.
Saves ~2 hrs/week
Use Make to pull weekly Toast revenue data into Coda (a collaborative document and spreadsheet tool) so your whole management team can see sales trends, compare weeks, and add notes in one shared place. You replace scattered spreadsheets with one living document everyone trusts.
Replace 2 hours of weekly manual reporting with an auto-updated doc your whole team can use.
Saves ~2 hrs/week
Pull your Toast sales data into Metabase (a business reporting tool) so you can see real-time charts of your top menu items, busiest hours, and daily revenue. You stop guessing and start making decisions based on actual numbers. No spreadsheet skills required.
Spot your top 5 revenue items in under 2 minutes and cut menu review time by 3 hours/week.
Saves ~3 hrs/week
Every time you issue a refund through PayPal Business, this workflow logs it in a Coda (an all-in-one doc and database tool) tracker and flags it for your review. You spot refund patterns early and fix the problems causing them before they hurt your bottom line.
Catch refund problems 2 weeks earlier and reduce your refund rate by identifying top issues — saving 2 hours/week in manual review.
Saves ~2 hrs/week
This workflow pulls your PayPal Business transaction data into Metabase (a business reporting tool) so you can see your revenue, refunds, and top customers on one live dashboard. You stop guessing how your business is doing and start making decisions based on real numbers.
Spend 30 minutes/week reviewing your numbers instead of 3 hours pulling reports manually.
Saves ~3 hrs/week
Use Make to pull Justworks employee and payroll data into Coda (an all-in-one doc and spreadsheet tool) on a weekly schedule. Your Coda doc becomes a living record of team growth, turnover, and labor costs over time. You can share it with your leadership team without giving them access to your HR system.
Save 2 hours/month on HR reporting and give your leadership team a shareable view of team growth and costs.
Saves ~30 min/week
Pull your employee data from Justworks into Metabase (a business intelligence tool that turns data into charts) so you can see headcount, department size, and payroll costs in one dashboard. You always know where your team stands without digging through HR reports. This is especially useful when you're planning hiring or budgeting.
Cut report prep time by 2 hours/week and give your leadership team a live headcount view they can check anytime.
Saves ~2 hrs/week
After each Tidio chat ends, the key details — customer name, question, and outcome — get added as a new row in Google Sheets. You get a simple log you can review every week to spot common questions and improve your support. No manual copy-paste needed.
Save 2 hours/week on reporting and spot your top 3 support issues in under 10 minutes.
Saves ~2 hrs/week
Build a real-time dashboard using Vue.js that pulls your key numbers — like revenue, open invoices, and expenses — straight from QuickBooks Online. Instead of logging into QuickBooks every morning, you see everything on one custom screen. This is great for team TVs or a quick daily check-in.
Save 30 minutes every morning and give your whole team visibility into key numbers without extra logins.
Saves ~3 hrs/week
After a job or purchase, send customers a Google Form to rate their experience. Their responses flow into Google Sheets automatically, and you connect that sheet to a simple dashboard tool to see trends over time. You always know how happy your customers are without digging through spreadsheets.
Spot customer satisfaction trends in 5 minutes a week instead of spending 2 hours reviewing raw survey data.
Saves ~2 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
