Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
Use Make to pull weekly Toast revenue data into Coda (a collaborative document and spreadsheet tool) so your whole management team can see sales trends, compare weeks, and add notes in one shared place. You replace scattered spreadsheets with one living document everyone trusts.
Replace 2 hours of weekly manual reporting with an auto-updated doc your whole team can use.
Saves ~2 hrs/week
Pull your top-selling items from Toast each week and send them to ChatGPT (an AI writing tool) to automatically draft fresh menu descriptions or social media captions. You get ready-to-use copy in minutes instead of hours. Your marketing stays current without hiring a copywriter.
Cut menu and social copy writing time from 3 hours to 20 minutes each week.
Saves ~3 hrs/week
Every completed Toast order automatically gets logged into a Notion (an all-in-one workspace tool) database you control. You can track order volume, flag issues, and keep a running record for catering or large-order history. It takes the data out of Toast and puts it where your whole team can see it.
Give your whole team order visibility in one place and cut order lookup time from 10 minutes to under 1 minute.
Saves ~2 hrs/week
When Toast flags a menu item as running low, n8n automatically creates a task in Todoist (a task management app) assigned to your kitchen manager. Your team always knows what to reorder before you run out. No more mid-service surprises.
Reduce out-of-stock incidents by catching low inventory 24 hours earlier and save 2 hours/week on manual checks.
Saves ~2 hrs/week
Pull your Toast sales data into Metabase (a business reporting tool) so you can see real-time charts of your top menu items, busiest hours, and daily revenue. You stop guessing and start making decisions based on actual numbers. No spreadsheet skills required.
Spot your top 5 revenue items in under 2 minutes and cut menu review time by 3 hours/week.
Saves ~3 hrs/week
Every night, your Toast sales data automatically flows into QuickBooks Online (your accounting software). You get accurate revenue, tax, and tip records without typing a single number by hand. This keeps your books clean and your accountant happy.
Save 4 hours/week on manual data entry and close your books 3 days faster each month.
Saves ~4 hrs/week
If you sell some tickets through Eventbrite and collect other payments through PayPal Business, this workflow pulls both into one Notion database so you see your total event revenue in one place. You stop jumping between two platforms to understand how your event is selling.
See your complete event revenue in one place and save 1.5 hours per event in manual reconciliation.
Saves ~2 hrs/week
Every time you issue a refund through PayPal Business, this workflow logs it in a Coda (an all-in-one doc and database tool) tracker and flags it for your review. You spot refund patterns early and fix the problems causing them before they hurt your bottom line.
Catch refund problems 2 weeks earlier and reduce your refund rate by identifying top issues — saving 2 hours/week in manual review.
Saves ~2 hrs/week
Set a payment threshold — say, $500 — and this workflow posts a notification to a Notion page every time a payment above that amount clears in PayPal Business. You and your team always know when a major sale lands without checking PayPal all day.
Get notified of every big payment within 1 minute and save 30 minutes/week of manual PayPal checking.
Saves ~30 min/week
When a customer fills out a Cognito Forms order form (an online form builder), this workflow grabs their details and sends them a PayPal Business invoice automatically. You get paid faster without writing a single invoice by hand.
Send invoices within 2 minutes of every order and cut your invoicing time by 4 hours/week.
Saves ~4 hrs/week
This workflow pulls your PayPal Business transaction data into Metabase (a business reporting tool) so you can see your revenue, refunds, and top customers on one live dashboard. You stop guessing how your business is doing and start making decisions based on real numbers.
Spend 30 minutes/week reviewing your numbers instead of 3 hours pulling reports manually.
Saves ~3 hrs/week
Each time a payment clears in PayPal Business, this workflow creates a follow-up task in Todoist so you remember to deliver the product, send a thank-you, or check in with the client. Nothing falls through the cracks after a sale.
Follow up on every single payment and reduce missed deliveries to zero — saving you 1 hour/week in damage control.
Saves ~1 hr/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
