Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
Every time you check off a billable task in Todoist (your to-do list app), Make captures the task details and builds a line item in a QuickBooks Online invoice for that client. At the end of the week, all your billable work is already logged and ready to send.
Capture 100% of your billable work and save 2 hours/week by eliminating manual invoice line-item entry.
Saves ~2 hrs/week
When you mark a project complete in Basecamp, Make automatically creates a draft invoice in QuickBooks Online with the client name, project details, and your standard rates. You review and send it in one click instead of building it from scratch.
Save 3 hours/week on invoicing and get paid up to 7 days faster by sending invoices the same day work ends.
Saves ~3 hrs/week
You ask Gemini App to brainstorm ideas around a business problem or strategy. Then you take those ideas into MindMeister (a visual mind-mapping tool) to organize them into a diagram your team can explore together. You turn scattered thinking into a clear visual plan in under 30 minutes.
Save 2 hours per strategy session and get team alignment 40% faster.
Saves ~1 hr/week
You use Gemini App to brainstorm everything you need to do for a new project or campaign. Then you paste the output into Todoist (a task management app) to turn ideas into real to-do items with due dates. You stop letting good ideas fall through the cracks.
Save 45 minutes per project kickoff and complete projects 20% faster.
Saves ~45 min/week
You pull competitor data from Crunchbase (a database of company and funding information) and paste it into Gemini App. Gemini summarizes the key insights and writes a competitor analysis you can share with your team or use in a pitch. You get sharp competitive intel without paying a research firm.
Save 3 hours per research project and make faster strategic decisions.
Saves ~1 hr/week
You give Gemini App a topic and your key points, and it writes a full blog post draft for you. You review and edit it, then paste it into WordPress.com (a popular website and blog platform) to publish. You cut your blog writing time in half without sacrificing quality.
Save 5 hours/week on blog writing and publish 2x more posts per month.
Saves ~5 hrs/week
You ask Gemini App to brainstorm 30 days of social media or blog post ideas for your business. Then you paste those ideas into Coda (a tool that combines documents and spreadsheets) to build a content calendar your team can manage. You go from zero ideas to a full month of content in under 20 minutes.
Save 4 hours/month on content planning and publish 3x more consistently.
Saves ~1 hr/week
You export your weekly numbers from QuickBooks Online (accounting software that tracks income and expenses) and paste them into Gemini App. Gemini turns the raw numbers into a plain-English summary you can share with your team or use in a report. You finally understand your finances without hiring an accountant to explain them.
Save 90 minutes/week on financial reporting and make faster money decisions.
Saves ~2 hrs/week
After a client meeting, you paste your rough notes into Gemini App and ask it to organize them into a structured project plan. Then you copy that plan into Notion (a tool for organizing notes and projects) so your whole team can see next steps. You stop losing action items in messy notes.
Save 2 hours/week on post-meeting cleanup and cut missed tasks by 80%.
Saves ~2 hrs/week
You type a quick prompt in Gemini App and it writes a polished client email for you. Gemini connects with Gmail (Google's email tool) so the draft lands right in your inbox, ready to review and send. You skip the blank-page struggle and send faster.
Save 3 hours/week on email writing and respond to clients 50% faster.
Saves ~3 hrs/week
When an invoice in QuickBooks Online is 7 days past due, this workflow adds a follow-up task in Todoist (a task management app) assigned to your billing staff with the student's name and amount owed. Your team always knows who to call next without digging through spreadsheets or accounting software.
Catch 100% of overdue invoices within 7 days and collect outstanding tuition 10 days faster on average.
Saves ~2 hrs/week
Use Softr (a no-code app builder) connected to your Notion database to give students a simple portal where they can see their invoices, payment history, and upcoming due dates. Students check their own balance instead of emailing your office, and you spend less time answering billing questions.
Cut billing-related admin emails by 60% and save your team 3 hours/week in back-and-forth communication.
Saves ~3 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.