Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
After a job or purchase, send customers a Google Form to rate their experience. Their responses flow into Google Sheets automatically, and you connect that sheet to a simple dashboard tool to see trends over time. You always know how happy your customers are without digging through spreadsheets.
Spot customer satisfaction trends in 5 minutes a week instead of spending 2 hours reviewing raw survey data.
Saves ~2 hrs/week
When a new client fills out your intake form, the details automatically create a new project or task in your project management tool. Your team sees the work right away without you forwarding emails or retyping info. This cuts the gap between 'client signed up' and 'work started' down to minutes.
Cut project setup time from 20 minutes to zero and start new client work same day, every time.
Saves ~2 hrs/week
Right after someone submits your Google Form — a quote request, sign-up, or intake form — they get an automatic welcome or confirmation email through Mailchimp. You write the email once and it goes out every time, 24/7. This makes your business look responsive even when you're busy.
Respond to every new inquiry in under 2 minutes and save 2 hours/week on manual follow-up emails.
Saves ~2 hrs/week
When someone fills out your Google Form, their info goes straight into your CRM (customer relationship management software) — no copy-pasting needed. You set up a connector that watches for new form responses and creates a new contact automatically. This keeps your lead list clean and up to date without any manual work.
Save 3 hours/week on manual data entry and follow up with new leads the same day they contact you.
Saves ~3 hrs/week
When a key number changes in your Google Sheet — like a budget tracker or sales log — this automation sends a message to your Slack channel right away. Your team stays in the loop without checking the spreadsheet every hour. You catch problems fast and keep everyone on the same page.
Cut team response time to data changes from hours to under 5 minutes and save 1 hour/week on status updates.
Saves ~1 hr/week
Use Gemini (the AI assistant built into Google Docs) to draft a first version of a client proposal in minutes. You type a short prompt describing the client's needs, and Gemini fills in the structure, talking points, and key sections. You review and edit — it handles the blank-page problem.
Cut proposal writing time from 3 hours to 45 minutes and send proposals 2 days faster.
Saves ~2 hrs/week
When you email a new contact in Gmail, this automation adds them to your CRM (customer relationship management software — the tool that tracks your leads and clients) without any copy-pasting. You keep your contact list current without thinking about it. No more lost leads because you forgot to add someone.
Save 2 hours/week on data entry and keep your CRM 90% more up to date.
Saves ~2 hrs/week
Every time a client or vendor sends you an attachment in Gmail, this automation saves it straight to the right folder in Google Drive. You never have to hunt for a file again, and your whole team can find it instantly. It works around the clock without you lifting a finger.
Save 2 hours/week searching for files and cut 'where is that document?' questions by 80%.
Saves ~2 hrs/week
When someone fills out your Google Form (like a client intake or job request), this automation creates a task in your project tool right away. You stop copying data by hand and nothing falls through the cracks. Your team sees new work the moment it comes in.
Save 3 hours/week on data entry and respond to new requests 1 day faster.
Saves ~3 hrs/week
Square tracks your inventory (the products you have in stock) in real time. This automation watches your stock levels and sends a message to your team's Slack channel (a group chat app) the moment an item drops below a number you set. You never run out of a top seller again because your team knows right away.
Prevent stockouts on your top 10 items and avoid losing an estimated $500+/month in missed sales.
Saves ~1 hr/week
Right after a customer pays in Square, this automation sends them a text or email asking for a Google review. You catch customers when they are happiest — right after a good experience. More reviews mean more people find your business online.
Get 10-15 new reviews per month and improve your local search ranking in 60 days.
Saves ~2 hrs/week
Square tracks your team's hours at the register. This workflow takes those logged hours and pushes them into Gusto (payroll software) so you can run payroll in minutes instead of hours. You stop re-entering numbers by hand and reduce the chance of paying someone the wrong amount.
Cut payroll prep time from 3 hours to 30 minutes every pay period.
Saves ~2 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
