Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
This workflow pulls your sales and cost data into a Metabase dashboard (a tool that turns your data into visual charts) and automatically highlights any product where your profit margin drops below a number you set. You get a weekly report sent straight to your inbox so you can reprice or drop problem products fast.
Catch margin-killing products within 7 days and protect up to 8% more gross profit per quarter.
Saves ~2 hrs/week
When a customer places an order in your e-commerce store, this workflow automatically creates a matching sales receipt in QuickBooks Online. You stop copying order data by hand and your books stay current without any extra work.
Save 4 hours/week on manual data entry and close your books 3 days faster each month.
Saves ~4 hrs/week
The moment a new hire's start date arrives, this automation sends them a welcome message with links to every tool they need, their Notion onboarding page, and a day-one checklist. Follow-up reminders go out automatically on day 3 and day 7 for any tasks they haven't finished. You stop manually sending welcome emails and reminder pings.
Save 1.5 hours per new hire on day-one coordination and cut the time-to-productivity for new employees by 3 days.
Saves ~2 hrs/week
This automation pulls task completion data from your onboarding checklists into Metabase (a business dashboard tool) so you can see exactly where every new hire stands in real time. You get a single view showing who finished IT setup, who signed their paperwork, and who is behind. You stop sending 'did you finish this?' emails every week.
Save 3 hours/week on onboarding follow-ups and catch missed compliance tasks before they become a problem.
Saves ~3 hrs/week
When a manager fills out a short form with the new hire's role and department, ChatGPT drafts a personalized 30-day onboarding plan and drops it straight into a Notion page. The plan includes role-specific goals, key people to meet, and tasks for each week. You get a tailored plan in under 2 minutes instead of writing one from scratch.
Cut onboarding plan creation from 1 hour to 2 minutes per hire and improve new hire retention in the first 90 days.
Saves ~3 hrs/week
When a new employee is added to your onboarding form, this automation builds a personalized Notion page for them with their role, team info, and a structured 30-day plan. They get one link that holds everything they need to get started. You stop spending 45 minutes setting up docs for every new person you hire.
Save 45 minutes per new hire and give every employee a consistent, ready-to-go onboarding page on day one.
Saves ~2 hrs/week
When you add a new employee in your system, this automation creates a personalized onboarding checklist in Todoist with every task they need to complete. Each task gets assigned to the right person with a due date, so nothing falls through the cracks. You stop chasing people down and new hires know exactly what to do on day one.
Save 2 hours per new hire and cut onboarding errors by eliminating manual checklist setup.
Saves ~2 hrs/week
If you run a Shopify store for clients (like a white-label or agency setup), this workflow pushes CartGhost recovery results into a Softr portal (a tool that turns your data into a simple website or client dashboard). Your clients log in and see their recovery stats without emailing you for updates.
Eliminate 4 hours/week of client reporting and give every client a live portal they can check anytime.
Saves ~4 hrs/week
When CartGhost recovers a high-value cart (say, over $200), this workflow drafts a short social media post in Loomly (a social media scheduling tool) celebrating the win — like a 'we helped a customer find exactly what they needed' story. You turn real recovery moments into authentic content without writing from scratch.
Generate 3-5 ready-to-review social posts per week from real customer wins and save 2 hours on content creation.
Saves ~2 hrs/week
This workflow pulls CartGhost recovery data into Coda (a doc and spreadsheet tool) every week and builds a formatted report showing messages sent, carts recovered, revenue won, and discount codes used. You share one link with your team instead of building a new report from scratch each Monday.
Cut weekly reporting time from 90 minutes to 5 minutes and share results with your team instantly.
Saves ~2 hrs/week
When CartGhost recovers a sale, this workflow creates a follow-up task in Todoist (a simple to-do list app) reminding you to send a thank-you, request a review, or upsell a related product. You never let a freshly won customer go cold again.
Follow up with 100% of recovered customers and increase repeat purchase rates by acting within 24 hours.
Saves ~1 hr/week
When a customer replies to a CartGhost WhatsApp message but needs a human to step in, this workflow pushes the conversation into Respond.io (a team inbox for customer messages). Your support team sees the full chat history and can take over without the customer repeating themselves.
Cut customer handoff time from 10 minutes to under 30 seconds and close more escalated sales.
Saves ~3 hrs/week
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