Discover workflows that save your business time and money. See which tools work together and how to set them up.
631 automations found
Pull daily production counts from Katana into Google Sheets every hour. A Power BI dashboard connected to that sheet shows supervisors units produced, yield rate, and downtime minutes against the daily target — no waiting for an end-of-shift printout.
Catch production shortfalls 4 hours earlier per shift and reduce end-of-day scramble by 30%.
Saves ~3 hrs/week
Pull income and expense data from QuickBooks Online into a Google Sheets template each month. The template auto-calculates NOI (net operating income) per property, then Gmail sends each owner a PDF of their personalized report on the 1st — no manual formatting needed.
Cut monthly report prep from 5 hours to 20 minutes and deliver reports to every owner on the same day each month.
Saves ~2 hrs/week
Set a monthly budget threshold in Buildium for each property. When spend crosses that limit, a Make automation fires immediately and posts a Slack message to your operations channel. Catch overspending this month, not at quarter-end.
Cut budget overruns by catching spikes the same day they happen, saving an average of $600/month in unplanned costs.
Saves ~1 hr/week
Connect AppFolio to Google Sheets and Looker Studio to see vacancy rates, rent collected vs. expected, and maintenance costs across every property in one place. Your dashboard refreshes automatically every night — no manual data pulls, no stale spreadsheets.
Save 4 hours/week on reporting and spot problem properties 10 days earlier.
Saves ~4 hrs/week
When a new lead enters HubSpot, this workflow sends their profile to an AI model that scores them on fit and intent, then routes high-scoring leads directly to the right sales rep with a personalized outreach draft. Low-score leads go into a nurture sequence automatically.
Cut lead response time for top prospects from 2 hours to under 5 minutes and increase qualified pipeline by 25%.
Saves ~5 hrs/week
When a Salesforce opportunity stays in the same stage for 5 or more days, this workflow automatically creates a follow-up task for the deal owner and posts a summary in Slack. Deals stop stalling without managers having to police the pipeline.
Move 20% more deals out of stalled stages and recover an average of 5 hours per week in pipeline review meetings.
Saves ~5 hrs/week
This workflow checks Pipedrive every morning for leads that haven't had an activity logged in 3 days and sends a direct Slack message to the deal owner. No lead can fall silent without your rep getting a nudge.
Cut stalled leads by 50% and recover an estimated 2 extra deals per month through faster follow-up.
Saves ~2 hrs/week
The moment a new lead enters HubSpot — from a form, chat, or ad — this workflow adds them to the right Mailchimp sequence based on their lead source. Every lead gets a timely first touch, even when your sales team is busy.
Contact every new lead within 5 minutes and increase your trial-to-close rate by up to 30%.
Saves ~3 hrs/week
This workflow pulls open invoices from QuickBooks Online each morning and writes them into a Google Sheet that highlights anything unpaid past 30 days. Your team gets a real-time reconciliation dashboard without any manual exports.
Replace a 90-minute weekly manual report with a dashboard that updates itself every morning.
Saves ~2 hrs/week
When a vendor payment clears in Bill.com, this workflow finds the corresponding bill in Xero and marks it paid in real time. Your accounts payable stays clean without anyone doing double entry.
Eliminate 3 hours of weekly AP data entry and keep your Xero books accurate to the hour.
Saves ~3 hrs/week
Each night, this workflow scans Xero for bank transactions that have no matching invoice or bill, then posts a tidy summary to your accounting Slack channel. Your team spots the gaps days before the close deadline — not after.
Catch reconciliation mismatches 5 days earlier and cut month-end close time by 3 hours.
Saves ~3 hrs/week
Every time a payment clears in Stripe, this workflow finds the matching open invoice in QuickBooks Online and marks it paid. No more opening two tabs and hunting for the right record. Your books stay current without anyone touching them.
Save 4 hours every week on reconciliation and close your books on time, every month.
Saves ~4 hrs/week
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