Automations & Use Cases

Each time you start or stop a server in Ghost, a row gets added to a Coda table with the server type, runtime, and estimated cost. At the end of the month, your Coda doc already has everything you need for a budget review. No spreadsheet hunting or manual math required.

Cut monthly billing review time from 3 hours to 20 minutes with a live cost tracker.

Saves ~45 min/week

Ghost can tell you when a server is still running after a set number of hours. Connect that alert to Todoist and a task gets created automatically reminding you to check if the server should be shut down. This stops you from paying for idle servers you forgot about.

Catch idle servers within 1 hour and cut wasted server costs by up to 40% per month.

Saves ~1 hr/week

Every time you spin up a new server in Ghost, a new entry gets added to a Notion database automatically. You get a running log of server name, start time, and region — no manual tracking needed. This keeps your whole team in the loop without anyone having to ask.

Save 2 hours/week on manual server logging and cut billing surprises by 80%.

Saves ~2 hrs/week

When you add a new client to your system, this workflow automatically sends them a fee agreement form (a document outlining your billing terms) through Cognito Forms. Once they sign and submit it, the workflow saves the signed copy to Notion and creates a billing record in QuickBooks Online. No signed agreement means no work starts — and this makes sure nothing slips through.

Get signed fee agreements 100% of the time and save 2 hours/week on manual follow-up.

Saves ~2 hrs/week

This workflow pulls your accounts receivable (money clients owe you) data from QuickBooks Online into Metabase (a reporting tool) and breaks it down by practice area — litigation, family law, estate planning, and so on. You see exactly where money is stuck and how old each balance is. No more digging through reports to find out who owes what.

Cut weekly AR reporting time from 2 hours to 10 minutes and spot overdue trends instantly.

Saves ~2 hrs/week

This workflow scans your matter list every week and flags any open matter that has logged time but no invoice sent in the last 30 days. It creates a task in Todoist so someone on your team follows up before the billing window gets too stale. Law firms lose real money on unbilled work — this stops that leak.

Recover an average of $2,000/month in previously unbilled work by catching gaps weekly.

Saves ~2 hrs/week

When a retainer renewal date hits, this workflow sends your client an email with a direct payment link — no chasing required. You set the retainer amount and renewal schedule once in a spreadsheet or database, and the automation handles the rest. Clients pay faster because the link is right in front of them.

Get retainer payments 7 days faster and save 3 hours/week on follow-up calls.

Saves ~3 hrs/week

When you log time on a legal matter in your practice management tool, this workflow automatically builds a draft invoice in QuickBooks Online. It pulls the matter name, hourly rate, and time entries so you never miss a billable hour. You review and send — the system does the math.

Capture 100% of billable hours and cut invoice prep time by 4 hours/week.

Saves ~4 hrs/week

When a contact's details change in your CRM, Make automatically updates their profile in Respond.io (your team's customer messaging hub) so your support staff always see the right name, email, and notes. No more telling two different tools the same thing.

Eliminate 1.5 hours/week of manual record updates and cut customer mix-up errors by keeping both tools in sync.

Saves ~2 hrs/week

When someone registers for your event on Eventbrite, Make grabs their name, email, and company and drops them straight into your CRM as a new contact. You stop manually exporting attendee lists and importing them somewhere else.

Save 2 hours per event on contact imports and follow up with leads the same day they register.

Saves ~2 hrs/week

When you mark a deal as closed-won in your CRM, Make instantly creates a matching customer record in QuickBooks Online. You never have to retype a billing address or email again just because a deal crossed the finish line.

Cut invoice setup time by 2 hours/week and send first invoices 1-2 days faster after closing a deal.

Saves ~2 hrs/week

Every time a new contact lands in your CRM, Make automatically creates a matching page in Notion (your team's shared workspace) with all their details pre-filled. Your team sees the customer info right where they do their work — no copy-paste needed.

Save 3 hours/week on manual contact setup and give your team instant access to fresh customer data.

Saves ~3 hrs/week