Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
The moment a payment is recorded in QuickBooks Online, this workflow sends the student a branded receipt with course details and their remaining balance. Students feel confident their payment went through, and your staff fields fewer 'did you get my payment?' calls.
Save 2.5 hours/week on receipt emails and reduce payment confirmation calls by 80%.
Saves ~3 hrs/week
Pull payment data from QuickBooks Online into Metabase (a reporting tool that turns your data into charts) so you can see exactly which courses are making money and which are not. You get a live view of tuition revenue broken down by class, instructor, or month — no spreadsheet needed.
Cut monthly financial reporting time by 5 hours and spot your top-earning courses in under 2 minutes.
Saves ~1 hr/week
When a student fills out your enrollment form, this workflow automatically creates an invoice in QuickBooks Online and sends it to them right away. You stop chasing down payments manually and students get a clear bill the moment they sign up.
Save 4 hours/week on manual invoicing and collect first payments 3 days faster after enrollment.
Saves ~4 hrs/week
Use MindMeister (a mind-mapping tool) to build a visual onboarding process map, then connect it to Make so every branch of the map becomes a real task in Todoist when a new hire is added. Your whole team can see the process clearly, and the tasks run automatically. You only build the map once.
Standardize onboarding across all departments and save 5 hours every time you update the process.
Saves ~45 min/week
After a new hire starts, this automation sends them a short check-in message every day for their first week — reminding them of that day's tasks and asking one quick question about how things are going. Responses get logged automatically so managers can spot problems early without scheduling extra meetings.
Improve new hire retention in the first 90 days and save managers 2 hours per week in check-in meetings.
Saves ~2 hrs/week
This automation creates a personalized onboarding workspace in Coda (a connected doc and database tool) for every new employee, pre-filled with their role, team, and a 30-60-90 day plan. The new hire and their manager both get access automatically. You stop rebuilding the same document from scratch every time someone joins.
Cut onboarding document prep from 2 hours to 5 minutes and give new hires a clear 90-day roadmap on day one.
Saves ~2 hrs/week
When a manager fills out a new hire intake form, this automation creates a complete onboarding project in Todoist (a task management app) with every task assigned to the right person and sorted by week. Your HR team, IT team, and manager each see only their tasks. Nothing falls through the cracks.
Reduce onboarding task errors by 80% and save your HR team 3 hours per new hire.
Saves ~1 hr/week
When you add a new hire to your system, this automation builds a full onboarding checklist in Notion with every task already assigned and due dates set. Your new employee gets a welcome message with a link to their checklist on day one. No more copying templates by hand or forgetting steps.
Save 4 hours per new hire and cut onboarding setup time from a full day to under 10 minutes.
Saves ~1 hr/week
Every Monday morning, n8n pulls the past week's server activity from Ghost and writes a summary into a shared Notion page. Your team sees total servers launched, total runtime hours, and estimated spend — all in one place without anyone compiling it manually.
Save 3 hours/month on manual reporting and keep your whole team informed every Monday.
Saves ~45 min/week
Use Excalidraw (a free online whiteboard tool) to sketch your server layout — which regions you need, how many servers, and how they connect — before you touch Ghost. Share the diagram with your team or client for quick approval. Then use it as your build guide when you provision in Ghost.
Reduce mis-provisioned servers by 70% and get client sign-off 2 days faster with a visual plan.
Saves ~1 hr/week
When you provision a new server in Ghost, Make automatically creates a Notion page with a pre-built checklist — things like confirming firewall rules, notifying players, and scheduling a shutdown time. Every server launch follows the same process without anyone having to remember the steps.
Cut setup errors by 90% and get every server launch done right in under 5 minutes.
Saves ~1 hr/week
Pull your Ghost server activity logs into a database and connect Metabase (a data visualization tool) to build charts showing peak usage times, most-used server types, and monthly cost trends. You get a real dashboard instead of digging through raw logs every time someone asks a question.
Build a live usage dashboard in under 2 hours and answer server cost questions in 30 seconds.
Saves ~2 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.