Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
OpenClaw Launch runs on a dedicated cloud machine and monitors your Gmail each morning. It reads every new email, labels and prioritizes messages by urgency, drafts replies for routine requests, and logs key threads as Notion pages — so you open your inbox to sorted mail and ready-to-send drafts.
Reclaim 45 minutes every morning and respond to routine emails 3x faster with zero extra effort.
Saves ~4 hrs/week
My AI Front Desk handles your website chat and phone line, qualifies each visitor by practice area and urgency, then books consultations directly into your Calendly. Every lead is logged in Zoho CRM with the conversation summary so your attorneys walk into every call fully briefed.
Book 40% more consultations per month and cut intake time from 15 minutes to under 2 minutes per prospect.
Saves ~4 hrs/week
My AI Front Desk answers every patient call, identifies whether they need scheduling, billing, or clinical questions, and either books an appointment, creates a Zendesk ticket, or alerts the right team member in Slack — all in under 60 seconds, around the clock.
Handle 3x the daily call volume without adding staff and reduce patient wait times from an average of 8 minutes to under 1 minute.
Saves ~6 hrs/week
My AI Front Desk answers every call, text, and web chat that comes in after hours, qualifies the lead, and books appointments directly into your Calendly calendar. New contacts are automatically pushed to HubSpot so no lead ever slips through the cracks.
Convert up to 35% more after-hours inquiries into booked jobs and reclaim 5 hours/week your team spent on call-backs.
Saves ~5 hrs/week
After each client sends back a Typeform survey, Tendem's human-verified AI analyzes the open-text answers, spots themes, and assembles a clean summary report. The finished report lands in your Gmail as a draft, ready to send — no copy-pasting, no manual synthesis.
Deliver client insight reports 5x faster and save 3 hours per project on analysis and writing.
Saves ~3 hrs/week
When a deal moves to 'Demo Scheduled' in Pipedrive, Tendem automatically researches the prospect's company — recent news, tech stack, and hiring signals — and drops a formatted briefing note directly into your Slack channel so your rep walks in prepared.
Cut demo prep from 30 minutes to under 2 minutes and help reps close 20% more deals with sharper, tailored conversations.
Saves ~3 hrs/week
When a new contact lands in HubSpot, Tendem's AI-plus-expert network researches the company, fills in missing firmographic data (industry, employee count, revenue range), and pushes the enriched record back to HubSpot before your team arrives in the morning. No manual LinkedIn digging, no guesswork.
Save 4 hours/week per rep on research and increase email response rates by targeting the right contacts with accurate data.
Saves ~4 hrs/week
BQE Core tracks your time and billing in one place. Each month, export that data to Google Sheets, where a template calculates revenue, cost, and gross margin per client. Metabase turns that sheet into a sortable report so you can see your most and least profitable clients in 5 minutes.
Identify your least profitable client in under 5 minutes and increase average project margin by 12% within one quarter.
Saves ~3 hrs/week
Track budget vs. actual hours for every active engagement in Clockify. When any project reaches 80% of its budgeted hours, Make fires a Slack message to the project lead with the project name, client, hours used, and hours remaining. Fix scope creep before you are already over budget.
Recover an average of 5 extra billable hours per project by catching overruns 2 weeks early.
Saves ~2 hrs/week
Connect Harvest to Google Sheets to pull daily hours logged, project codes, and billable flags. A Looker Studio dashboard turns that data into a live view of each consultant's billable utilization %, which projects are over budget, and which clients are absorbing the most non-billable time.
Raise average billable utilization by 8% in 30 days by spotting and reassigning idle capacity before week-end.
Saves ~3 hrs/week
Pull scrap quantities and unit costs from SYSPRO into Google Sheets each Friday. A formula layer calculates total waste cost and scrap rate per product line, then Databox surfaces the worst offenders in a KPI dashboard your ops manager reviews every Monday morning.
Identify your top waste source in under 5 minutes each week and cut scrap costs by up to 15% within 60 days.
Saves ~2 hrs/week
Each morning, Make compares your current stock levels in Katana against your open production orders and scheduled purchase order delivery dates. When any raw material will hit zero before the next delivery, you get an email showing the item, quantity needed, and your supplier's contact — before production stops.
Eliminate production stoppages from material shortages and save an average of $900/month in emergency shipping costs.
Saves ~2 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
