Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
Connect QuickBooks Online to Metabase (a business reporting tool) so your premium revenue, outstanding balances, and monthly collections update automatically. You get a real-time view of your agency's cash flow without pulling a single manual report.
Save 3 hours/week on manual reporting and give your team live revenue data every day.
Saves ~3 hrs/week
This workflow checks your Notion policy database daily for renewals due in the next 14 days with no recorded payment. It creates a task in Todoist (a task management app) for your billing team and logs the at-risk policy so nothing slips through. You stop losing clients to accidental lapses.
Catch 100% of unpaid renewals 14 days early and reduce policy lapses by up to 80%.
Saves ~2 hrs/week
When a client premium payment is recorded as received in QuickBooks Online, Make triggers a calculation and logs the agent commission amount into a Coda (a flexible spreadsheet-database tool) tracker. Your agents always know what they've earned without you running manual reports.
Cut monthly commission reconciliation from 6 hours to under 30 minutes.
Saves ~1 hr/week
When a new policy is marked as bound in your system, this workflow automatically creates a premium invoice in QuickBooks Online and logs the billing details in a Notion database. You stop manually entering policy data into two systems every time a deal closes.
Save 4 hours/week on manual invoice creation and get premium invoices to clients same-day.
Saves ~4 hrs/week
Build a client onboarding portal in Softr (a no-code app builder) that pulls data from your Notion database. When a new client is added to Notion, they automatically get a login link to their own onboarding page with tasks, documents, and next steps — all in one place.
Cut onboarding-related back-and-forth emails by 80% and save 2.5 hours/week answering client status questions.
Saves ~3 hrs/week
When a new client record is created in Notion, Make sends their details to ChatGPT (an AI writing tool), which writes a personalized onboarding email based on their industry and project type. The finished email lands in your inbox ready to send — or goes out automatically.
Save 3 hours/week on email writing and increase client satisfaction with emails that feel hand-written.
Saves ~3 hrs/week
When a new client fills out your intake form in Cognito Forms, Make grabs their answers and creates a task in Todoist for your team to review. It also sends the client a personalized welcome email right away — no manual steps needed.
Cut new client response time from hours to under 5 minutes and save 90 minutes/week on data entry.
Saves ~2 hrs/week
When you add a new client to your project tracker in Basecamp, Make automatically triggers a personalized email sequence in your email tool. Each email uses the client's name, company, and project details — no copy-pasting required.
Save 2 hours/week on manual email writing and cut client onboarding time by 3 days.
Saves ~2 hrs/week
Manus Cloud Computer hosts a Vapi (a voice and chat AI tool) bot that answers common customer questions around the clock — pricing, hours, services, next steps. The bot stays live even when you're asleep, and conversation logs get saved to a Notion database for your team to review. You stop answering the same five questions over and over.
Handle 80% of routine customer questions automatically and save your team 4 hours/week on repetitive replies.
Saves ~4 hrs/week
When you add a new event in Eventbrite, Manus Cloud Computer picks it up and publishes a matching post to your WordPress site and creates a short tracking link with Dub. Your event is live in three places before you finish your coffee. No copy-pasting, no forgetting to update the website.
Publish new events across all channels in under 5 minutes and save 2 hours/week on manual cross-posting.
Saves ~2 hrs/week
Manus Cloud Computer pulls key numbers from QuickBooks Online and Metabase (a tool that turns your data into charts and dashboards) every Monday morning. It formats them into a plain-English email summary and sends it straight to you. You get a one-minute read on how your business is doing — no logging in, no digging.
Get a full business health snapshot in your inbox every Monday and save 90 minutes/week on manual check-ins.
Saves ~2 hrs/week
When you update a project milestone in Coda, Manus Cloud Computer detects the change and creates matching tasks in Todoist (a task management app) for the right team members. Nothing falls through the cracks between your project plan and your daily to-do list. Everyone knows exactly what to do next without a separate meeting.
Cut task setup time by 2 hours/week and reduce missed deadlines by keeping plans and to-dos in sync.
Saves ~2 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
