Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
Respond.io pulls in customer messages from email, chat, and social into one place — so you stop copying conversations from different apps into a shared doc or spreadsheet. Your whole team sees every message in one dashboard (a single screen showing all your data). You respond faster and nothing slips through.
Cut response time by 60% and save 3 hours/week on message tracking.
Saves ~3 hrs/week
When someone registers for your event on Eventbrite, Make grabs their name, email, and ticket info and drops it directly into Coda or Notion. You never have to export a CSV (a spreadsheet file) and paste it somewhere else again. Your attendee list is always up to date and ready to use.
Save 2.5 hours per event and keep your attendee database current in real time.
Saves ~3 hrs/week
When your team adds a new page or record in Notion, n8n (an automation tool you control) instantly creates a matching task in Todoist with the right due date and details. You stop copying action items from your docs into your task list by hand. Everyone knows what to do next without a manual handoff.
Save 2 hours/week on task setup and make sure zero action items get missed.
Saves ~2 hrs/week
Every time a new deal or payment is recorded in your CRM or spreadsheet tool, Make automatically creates the matching entry in QuickBooks Online. You stop re-entering invoice amounts, client names, and payment dates by hand. Your books stay current without extra work.
Save 4 hours/week on manual bookkeeping and reduce billing errors by 90%.
Saves ~4 hrs/week
You paste your raw work notes into a Coda doc (Coda is an all-in-one doc and database tool), and ChatGPT reads them to pull out billable tasks and amounts automatically. Those line items then flow into QuickBooks Online as a ready-to-send invoice.
Save 6 hours/week and capture up to 20% more billable time by letting AI pull every task from your notes.
Saves ~6 hrs/week
When you update a project page in Notion to 'Complete,' Make triggers QuickBooks Online to generate and send the invoice with all the project details already filled in. You never have to remember to bill — the system does it for you.
Save 5 hours/week and cut your average payment wait time by 7 days by invoicing the moment work closes.
Saves ~5 hrs/week
When a client fills out a job completion form in Cognito Forms, n8n (a workflow automation tool) picks up the data and builds a QuickBooks Online invoice right away. No copy-pasting, no missed billable items.
Cut invoice creation time from 20 minutes to under 2 minutes per job and reduce billing errors by 90%.
Saves ~5 hrs/week
When you complete a task in Todoist, this workflow triggers QuickBooks Online to create and send an invoice automatically. You stop switching between apps and chasing down billing after every job.
Save 4 hours/week on manual invoicing and get invoices out same-day instead of days later.
Saves ~4 hrs/week
Use Make (a visual automation tool that connects apps without code) to automatically move your finished Dina video exports to the right folder, notify your team in a messaging app, and log the new video in a Notion database — all in one click. This replaces the 4-5 manual steps you do every time you finish a video. Your whole team stays in sync without extra messages.
Save 45 minutes per video on post-production admin and keep your whole team updated automatically.
Saves ~3 hrs/week
Create a repeating Todoist project (a task management app) with a checklist for every video you produce — from scripting to recording in Dina to publishing. Each task in the list matches a step in your video workflow, so nothing falls through the cracks. You always know exactly where each video stands.
Publish videos on schedule every week and eliminate the 30 minutes you spend tracking down half-finished projects.
Saves ~30 min/week
Ask ChatGPT (an AI writing assistant) to write a tight, structured script for your tutorial or demo, then use that script as your guide while recording in Dina. Dina cleans up the visuals while ChatGPT handles the words, so your videos are clear and on-point from the start. You spend less time re-recording because you know exactly what to say.
Cut your average recording session from 45 minutes to 15 minutes by going in with a ready script.
Saves ~2 hrs/week
When you finish a project, record a short walkthrough video in Dina showing the client how to use what you built. Then embed that polished video directly inside a Coda doc (a flexible document and spreadsheet tool) alongside your written handoff notes. Clients get everything in one place and stop emailing you basic how-to questions.
Cut post-delivery support emails by 60% and save 1.5 hours per week on client follow-up.
Saves ~2 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
