Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
The moment someone submits your Tally form, they get a personalized welcome or confirmation email through Mailchimp. You look professional and responsive without writing a single email yourself.
Respond to every new lead in under 2 minutes and save 2 hours/week on manual email follow-ups.
Saves ~2 hrs/week
When someone fills out your Tally contact or lead form, their info goes straight into your CRM (customer relationship management software) without you lifting a finger. You stop copying names and emails by hand, and new leads get into your pipeline in seconds.
Save 3 hours/week on manual data entry and follow up with new leads within minutes instead of days.
Saves ~3 hrs/week
Use Duotone to style photos in your brand colors, then upload them to Hootsuite to schedule posts across Instagram and Facebook at the same time. You batch your content creation once a week instead of doing it daily.
Batch a full week of branded social images in 45 minutes and save 3 hours/week on daily posting.
Saves ~3 hrs/week
Create two-tone brand photos in Duotone, then upload them into Canva as background images for your marketing templates. This gives you a consistent visual style across flyers, social posts, and presentations without starting from scratch each time.
Cut template creation time by 50% and produce 4 more branded assets per week.
Saves ~2 hrs/week
Use Duotone to batch-create on-brand photos from Unsplash, then organize them in a shared Google Drive folder your whole team can access. Everyone pulls from the same approved image library, so your brand stays consistent across all materials.
Build a reusable image library in one afternoon and save your team 3 hours/week searching for approved photos.
Saves ~3 hrs/week
Use Duotone to style header photos in your brand colors before adding them to blog posts. Upload the finished images to WordPress as featured images. Your blog looks polished and on-brand every time, with no design software needed.
Produce on-brand blog images in under 3 minutes each, saving 90 minutes/week on content prep.
Saves ~2 hrs/week
Use Duotone to convert free Unsplash photos into two-tone images that match your brand colors. Then upload those images directly into Buffer to schedule your social posts. This keeps your feed looking consistent without hiring a designer.
Cut social image prep time from 30 minutes to 5 minutes per post, saving 2 hours/week.
Saves ~2 hrs/week
When a client emails you with a specific keyword or from a VIP address, this workflow sends an instant alert to your team's Slack channel (a group messaging app). Your team sees urgent emails right away, even if no one is watching their inbox. You respond faster and keep clients happy.
Cut your response time to VIP clients by 60% and never miss an urgent email again.
Saves ~1 hr/week
When you close a project in your project tool, this workflow drafts and sends an invoice from QuickBooks Online to your client's email via Gmail. You stop remembering to invoice manually. You get paid faster because the invoice goes out the same day the work is done.
Get paid 4 days faster and save 2 hours/week by automating invoice delivery at project close.
Saves ~2 hrs/week
When you star an email in Gmail, this workflow automatically creates a task in your project management tool. You never lose track of emails that need action. Your to-do list stays current without any extra steps.
Save 2 hours/week by turning 100% of starred emails into trackable tasks automatically.
Saves ~2 hrs/week
When a new lead emails you, this workflow creates a contact in your CRM right away. You stop copying names, emails, and phone numbers by hand. Every lead gets logged fast, so nothing falls through the cracks.
Save 3 hours/week on data entry and follow up with every new lead within minutes.
Saves ~3 hrs/week
When a customer fills out your product or service order form in Google Forms, the details automatically create a draft invoice in QuickBooks Online. You review it, click send, and you're done. No more retyping order details into your accounting software.
Save 4 hours/week on invoice creation and get invoices out the same day orders come in.
Saves ~4 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
