Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
Manus Cloud Computer runs a web scraping bot (a program that collects data from websites automatically) each morning using sources you define. It formats the leads and pushes them into Coda, where your sales team already works. You get a fresh list of prospects every day without anyone doing manual research.
Add 20+ fresh leads to your pipeline every day and save your team 5 hours/week on manual research.
Saves ~5 hrs/week
You keep a list of blog topics in Notion, and Manus Cloud Computer checks it every morning. When it finds a new topic, it uses ChatGPT to write a first draft and saves it back to Notion as a new page — ready for your edits. You skip the blank-page problem and get a usable draft in minutes.
Turn a topic list into 5 ready-to-edit blog drafts per week and cut content creation time by 4 hours.
Saves ~4 hrs/week
Manus Cloud Computer runs a Mangools keyword-tracking script every week and posts updated rankings directly into a Basecamp message thread. Your team sees which keywords went up or down without anyone logging into a separate tool. You stay ahead of competitors without adding a task to your to-do list.
Catch ranking drops within 24 hours and save 2 hours/week on manual SEO check-ins.
Saves ~2 hrs/week
Manus Cloud Computer runs a script every night that pulls your sales data from QuickBooks Online and drops a clean summary into a Notion page. You wake up to a ready-made report — no manual exports, no spreadsheet wrangling. This works even when your laptop is off.
Save 3 hours/week on manual reporting and start every morning with fresh numbers already waiting.
Saves ~3 hrs/week
Many marketing agencies work with freelance designers, copywriters, or media buyers overseas. This workflow uses Wise — a tool for low-fee international money transfers — to pay contractors automatically when you mark their invoice as approved in QuickBooks Online. You stop paying high bank wire fees and your contractors get paid faster in their local currency.
Save up to $25 per international payment in wire fees and cut contractor payment time from 5 days to 1 day.
Saves ~2 hrs/week
When you sign a new marketing client, send them a Cognito Forms link to collect their billing contact, payment terms, and purchase order (PO) number — which is a code clients use to authorize spending. Make then pushes that info directly into QuickBooks Online so you can invoice them right away without any back-and-forth emails. You start the billing relationship clean from day one.
Cut new client billing setup from 2 days to under 2 hours and eliminate data entry errors.
Saves ~2 hrs/week
Use Coda to build a simple tracker where your team logs completed deliverables each month. When the month closes, Coda calculates the final retainer fee based on what was actually delivered and pushes the total to QuickBooks Online as a draft invoice. You stop guessing on billing and your clients see exactly what they paid for.
Cut monthly invoice prep time from 6 hours to 30 minutes and reduce client billing disputes by half.
Saves ~1 hr/week
This workflow pulls your actual ad spend data and your client billing records into Metabase so you can see in real time if any client is close to their monthly budget cap. You catch overages before they happen instead of explaining them after. It saves you from awkward client conversations and protects your margins.
Catch budget overages 5 days earlier and save 4 hours/week on manual spend reconciliation.
Saves ~4 hrs/week
When you launch a paid ad campaign, this workflow triggers an invoice in QuickBooks Online so your client gets billed right away. You stop chasing down billing dates and your cash flow stays steady. It works by connecting your campaign launch status to your accounting tool.
Get paid 7 days faster per campaign and save 3 hours/week on manual invoice creation.
Saves ~3 hrs/week
Log your completed work in a Coda (a flexible doc and spreadsheet tool) table, and Make watches for new completed entries to instantly push invoice data into QuickBooks Online. Your team can log work in plain language, and the billing happens in the background without anyone touching QuickBooks.
Reduce invoice delays from 5 days to same-day and save your billing person 3 hours/week on data entry.
Saves ~3 hrs/week
When you update a project's status to 'Done' in your Notion database, Make reads the project details and creates a ready-to-send invoice in QuickBooks Online. Your Notion workspace (an all-in-one notes and project tool) becomes the single place you manage work and trigger billing.
Save 4 hours/week and cut your average payment wait time by 6 days by invoicing clients the moment work is done.
Saves ~4 hrs/week
When a client fills out your job completion form in Cognito Forms (an online form builder), Make pulls their responses and creates a matching invoice in QuickBooks Online instantly. No copy-pasting client details or service descriptions ever again.
Cut invoice creation time from 20 minutes to under 2 minutes per job and deliver invoices within 5 minutes of work completion.
Saves ~3 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.