Automations & Use Cases

Record a polished product walkthrough in Dina and embed it on your Unbounce landing page (a tool for building sales pages) to show prospects exactly how your product works. Dina's automatic zoom and smooth cursor animations make the demo look professional without hiring a video editor. Visitors who watch a demo convert at higher rates than those who only read text.

Increase landing page conversion rates by up to 20% and cut video production costs by $400 per campaign.

Saves ~2 hrs/week

Use Dina to record each lesson in your online course, then organize every exported video and its AI-generated captions into a structured Notion database. Students get a searchable, professional course library without you paying for a separate course platform. Updating a lesson takes minutes instead of hours.

Launch a 10-lesson course in one week instead of one month and cut production costs by $200/month.

Saves ~3 hrs/week

After Dina polishes your product demo or tutorial, send the exported video to Loomly (a social media scheduling tool) so you can queue it up for LinkedIn, Instagram, or Facebook without switching apps. You pick the date and caption, and Loomly handles the posting. This keeps your content calendar full without extra editing work.

Post 3 more videos per week and save 2 hours on content prep by skipping manual editing.

Saves ~2 hrs/week

Record your screen in Dina, then export the polished video and AI-generated captions to a Notion page as a step-by-step standard operating procedure (SOP). Your team gets a clean, searchable training doc without you typing a single word. This works great for onboarding new hires or documenting recurring tasks.

Cut SOP creation time from 2 hours to 20 minutes and get new hires up to speed 3 days faster.

Saves ~2 hrs/week

This workflow pulls completed job data and costs from QuickBooks Online into a simple report that ranks each service type by profit margin. You see which services make you the most money and which ones you might want to reprice or drop. It runs automatically on the first of each month so you always have fresh numbers.

Find your top 3 most profitable services in under 5 minutes and make smarter pricing decisions that add $500+/month in profit.

Saves ~3 hrs/week

When a customer fills out your online booking form, this workflow sends them a payment link right away and asks for a deposit before the job is confirmed. Once they pay, the job gets added to your schedule automatically. You stop losing jobs to no-shows and always have money in hand before you send a truck.

Eliminate 90% of no-shows and collect deposits 2 days faster with zero manual follow-up.

Saves ~2 hrs/week

This workflow pulls your income and expense data from QuickBooks Online into a visual dashboard every morning. You see exactly what money is coming in, what bills are due, and whether you have enough to cover payroll — all in one place. No more logging into multiple tools or building reports by hand.

Spend 2 minutes instead of 30 reviewing your finances each week and catch cash shortfalls 7 days earlier.

Saves ~2 hrs/week

Every time you log a material purchase, this workflow adds the cost to the right job in your tracking sheet and compares it against your estimate. If a job goes over budget by more than 10%, you get an instant alert so you can act before the job closes. You always know which jobs are eating your profit.

Catch budget overruns before jobs close and protect an average of $300-$500 per over-budget job.

Saves ~3 hrs/week

When your technician marks a job complete in your field service app, this workflow creates and sends an invoice in QuickBooks Online right away. You stop waiting until the end of the week to bill customers, so cash hits your account faster. No more jobs that slip through the billing cracks.

Cut your billing cycle from 3-5 days to same-day and save 4 hours/week on manual invoicing.

Saves ~4 hrs/week

This workflow checks your QuickBooks Online data for any customer with an invoice more than 30 days overdue, then creates a task in Todoist (a task management tool) for your team to review before accepting a new order from that customer. You stop extending credit to customers who already owe you money.

Reduce bad debt by catching overdue accounts before new orders start and save 2 hours/week on manual accounts receivable checks.

Saves ~2 hrs/week

This workflow pulls your income, expenses, and outstanding invoices from QuickBooks Online into Metabase (a business reporting tool) every day. You get a single screen that shows your real cash position so you can make smarter decisions about purchasing and payroll.

Save 5 hours/week on manual reporting and see your cash position updated every morning without lifting a finger.

Saves ~5 hrs/week

When a customer submits a new order through your online form, this workflow sends them a deposit request automatically using Wise for international customers or your payment processor for domestic ones. You stop chasing down upfront payments before you start production.

Collect deposits 4 days faster per order and eliminate 2 hours/week of manual payment follow-up.

Saves ~2 hrs/week