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 Monday morning, Make pulls all payments received and open invoices from QuickBooks Online, compares them side by side, and writes a formatted reconciliation report into Google Sheets. Your project accountant reviews one clean spreadsheet instead of pulling reports manually from two places.
Deliver a clean weekly reconciliation report in under 5 minutes every Monday instead of 3 hours of manual work — freeing your accountant for higher-value tasks.
Saves ~3 hrs/week
Pull your agents' closed deals from HubSpot into a Looker Studio report that calculates commission owed and production totals for each agent—automatically, every week. You stop spending half a day each Friday in Excel and your agents get their numbers first thing Monday morning.
Cut weekly commission report prep from 4 hours to 30 minutes and give every agent an accurate production summary every Monday without any manual work.
Saves ~4 hrs/week
Pull claims volume and premium revenue into a single dashboard so you can watch your loss ratio (claims paid divided by premiums collected) in near real time. When the ratio starts climbing in a particular product line or region, you see it immediately—not at the end-of-quarter review.
Spot loss ratio trends 4 to 6 weeks earlier and respond with pricing or underwriting adjustments before losses compound across your book.
Saves ~3 hrs/week
Connect your CRM renewal data to Power BI so you see a live view of policies coming up for renewal in the next 30, 60, and 90 days—and flag any accounts that haven't been contacted in over two weeks. You stop losing renewals because they fell through the cracks of a busy pipeline.
Increase your renewal rate by up to 10% by catching at-risk policies 30 days earlier and automatically surfacing them to the right agent each morning.
Saves ~2 hrs/week
Sync payment data from Stripe into QuickBooks Online automatically, then use Google Sheets as a reconciliation layer so every training fee, workshop deposit, and subscription renewal lands in one place. You stop manually matching bank deposits to enrollment records at the end of each month.
Cut month-end revenue reconciliation from 3 days to a few hours by automatically matching every payment to the right enrollment or invoice.
Saves ~2 hrs/week
Connect your LMS completion data to Databox so you see which courses have the highest completion rates and whether students who finish those courses are more likely to renew or buy again. This tells you exactly which courses to invest in—and which ones to improve or cut.
Identify your top-performing courses by completion rate and renewal revenue, then make content decisions backed by real numbers instead of gut feel.
Saves ~1 hr/week
Connect Canvas LMS enrollment records to a Google Sheets revenue tracker so you always know how many seats are filled, how much tuition has been collected, and how much is still outstanding. You stop guessing whether this cohort will hit your revenue target—you see it updated daily.
See live enrollment fill rates and projected semester revenue in one place—no manual counting—so you can make enrollment decisions 3 weeks faster.
Saves ~1 hr/week
Sync your accounting data from Xero into Looker Studio so you can see a per-matter profit-and-loss view every week. Each matter shows total billed, expenses charged, and estimated profit margin. This replaces the end-of-month scramble to figure out whether a client is actually profitable.
Know which client matters are profitable each week—not just at month end—so you can catch scope creep early and protect your margins.
Saves ~2 hrs/week
Pull your matter billing data from BQE Core into Power BI so you always know which client matters have outstanding invoices, what's overdue, and how much work-in-progress (unbilled time) is sitting on the books. You get a single screen that replaces three separate reports your staff currently pull by hand.
Cut weekly billing report prep from 2 hours to under 10 minutes and reduce average days-to-collect by getting invoices out faster.
Saves ~2 hrs/week
Connect your time-tracking tool to your accounting software and a live spreadsheet so every hour logged flows into a single revenue view. You see exactly which practice areas—litigation, contracts, family law—generate the most income each week without digging through reports. The dashboard updates every time an invoice is created or paid.
Identify your top 3 revenue-generating practice areas in under 5 minutes each week and spot slow areas before they hurt your quarterly numbers.
Saves ~1 hr/week
Better Sol generates a fully typed client alongside your Solana program. This workflow uses that client to listen for on-chain transactions — token transfers, program calls, state changes — and writes each event in real time to a Supabase table. Your business team can then query transaction history, loyalty point balances, or NFT ownership directly in SQL without touching the blockchain.
Give your team real-time SQL access to on-chain data and save 3 hours/week of manual blockchain reconciliation.
Saves ~3 hrs/week
Known Agents captures a detailed record of every AI bot and crawler that visits your site. This workflow runs every Monday morning, pulls the past week's bot traffic summary from Known Agents, and appends a new row to a Google Sheet — total visits by bot, scraper vs. legitimate crawler split, and any newly blocked agents. Your content and SEO teams get a clean weekly report without touching a dashboard.
Save 1.5 hours/week on reporting and give your team a 12-week bot traffic history they can act on.
Saves ~2 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
