Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
When someone pays you through PayPal Business for the first time, this workflow adds their contact info to Notion as a new customer record. You build your client list without lifting a finger and never lose a paying customer's details.
Capture 100% of new customer contacts automatically and save 2 hours/week on manual data entry.
Saves ~2 hrs/week
Every time a customer pays you through PayPal Business, this workflow creates a matching transaction in QuickBooks Online. You stop copying payment details by hand and your books stay accurate without extra work.
Save 3 hours/week on manual data entry and close your books 2 days faster each month.
Saves ~3 hrs/week
When someone registers for a workshop or team event on Eventbrite (an event registration platform), they automatically get a FigJam board link and a calendar invite. You stop sending board links manually to every registrant. Your attendees show up prepared with the right tools already open.
Save 2 hours/week on event logistics and reduce no-shows by 25% with better prep emails.
Saves ~2 hrs/week
After any FigJam session, ChatGPT reads the board content and writes a plain-English summary that gets posted to a Notion page automatically. You get a clean, readable recap without writing a single word yourself. Your clients and teammates always have a clear record of what was discussed.
Save 3 hours/week on meeting documentation with consistent, professional summaries every time.
Saves ~3 hrs/week
After a team retrospective in FigJam, sticky notes from 'what went well' and 'what to improve' columns get logged into a Coda tracker automatically. You build a searchable history of team feedback over time. You spot recurring problems faster and fix them before they slow your team down.
Save 1 hour per retro and build a 6-month feedback history that cuts repeat problems by 40%.
Saves ~1 hr/week
When your team creates diagrams in both FigJam and Excalidraw (a lightweight open-source drawing tool), this workflow exports both into a shared Notion page for easy comparison. You can review design options without switching between tabs. Your team picks the best version faster and moves on.
Save 1 hour per project review by centralizing all diagram options in one Notion page.
Saves ~1 hr/week
When you finish a sprint planning session in FigJam, each task card on the board becomes a real task in Todoist (a task management app) with a due date and owner. You skip the 30-minute manual data entry after every planning meeting. Your team can start working immediately instead of waiting for someone to update the task list.
Save 2.5 hours/week on post-planning admin and get your team working 1 day faster each sprint.
Saves ~3 hrs/week
After a FigJam planning session, a summary of the board gets sent to your team through Respond.io (a messaging platform for business teams). Everyone gets the key takeaways right in their chat — no email needed. Your team stays aligned without sitting through another recap meeting.
Save 45 minutes/week on recap messages and keep your whole team aligned after every session.
Saves ~45 min/week
After your team votes on ideas in FigJam, the results automatically flow into a Coda doc (an all-in-one doc and database tool) as a decision record. You get a running log of what your team chose and why. No more digging through old whiteboards to remember past decisions.
Save 1.5 hours/week on meeting documentation and cut decision confusion by 80%.
Saves ~2 hrs/week
When a new employee is added in Justworks, Make sends their name, role, and start date to ChatGPT (an AI writing tool), which drafts a personalized welcome message. The message gets saved in Notion for your manager to review and send. You get a warm, personal welcome for every hire without writing it from scratch each time.
Save 20 minutes per new hire on welcome message writing and make sure every employee gets a personal note on day one.
Saves ~30 min/week
When an employee's end date is logged in Justworks, Make sends an automated alert through Respond.io (a team messaging and customer communication platform) to your IT and operations contacts. They get a heads-up to revoke software access and collect equipment before the last day. You avoid the security risk of former employees keeping system access.
Eliminate access security gaps and save your IT team 1 hour per offboarding by automating the handoff alert.
Saves ~30 min/week
Use Make to pull Justworks employee and payroll data into Coda (an all-in-one doc and spreadsheet tool) on a weekly schedule. Your Coda doc becomes a living record of team growth, turnover, and labor costs over time. You can share it with your leadership team without giving them access to your HR system.
Save 2 hours/month on HR reporting and give your leadership team a shareable view of team growth and costs.
Saves ~30 min/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
