Automations & Use Cases

When you add a new product row to your Airtable product database and mark it as 'Ready to Launch', Make automatically posts a formatted announcement to your Microsoft Teams channel — including the product name, price, key selling points, and launch date. Every store associate sees the news at the same time, with the details they need to talk about it with customers.

Get every team member up to speed on new products within 60 seconds of launch and save 1 hour/week of manual announcement prep.

Saves ~1 hr/week

Birdeye monitors your review profiles across Google, Yelp, and other platforms. The moment a 1-star or 2-star review posts, n8n sends an alert to your support Slack channel with the reviewer name, platform, and review text. Your team can respond publicly within minutes before the review gains visibility.

Respond to every negative review within 1 hour and recover up to 30% more unhappy customers before they churn.

Saves ~2 hrs/week

When a new order comes in through Square Online above a dollar threshold you set, Make fires a Slack alert to your fulfillment team with the order ID, customer name, items, and total. Your team can jump on VIP orders right away instead of discovering them buried in the queue.

Flag every order over your threshold within 60 seconds and cut VIP fulfillment time by 40%, saving 1 hour/week of manual order scanning.

Saves ~1 hr/week

Each morning, Make reads that day's prep tasks from a Google Sheet — organized by station — and posts a formatted checklist to your Microsoft Teams kitchen channel. Staff see exactly what needs to be done before doors open, without a daily all-hands huddle eating into prep time.

Save 20 minutes of manager time every morning and cut prep-related mistakes by giving every shift a written, consistent checklist.

Saves ~2 hrs/week

Every time a new review lands on your Birdeye profile — positive or negative — Make automatically sends the full review text and star rating to your manager's Slack DM. Your team can respond quickly before a negative review goes viral, and positive reviews get celebrated in real time.

Cut review response time from 6+ hours to under 30 minutes and save 2 hours/week on manual platform checks.

Saves ~2 hrs/week

When a customer submits a catering inquiry through your online form, this workflow instantly posts the full request details to a dedicated Slack channel. Your team sees the order size, date, and contact info right away — no one has to watch an inbox. You can assign ownership and reply to the customer within minutes.

Respond to every catering inquiry within 5 minutes and save 1 hour/week forwarding messages manually.

Saves ~1 hr/week

Whenever a Wave Financial payment is recorded, n8n automatically logs the transaction to a Google Sheets tracker your team uses for month-end reconciliation. Each row includes the date, amount, payer name, and invoice number so nothing gets lost between your accounting tool and your reporting spreadsheet.

Keep your reconciliation tracker up to date in real time and save 90 minutes a month on end-of-month data entry for your nonprofit's finance committee.

Saves ~23 min/week

Every Monday morning, Make pulls all payments received and open invoices from QuickBooks Online, compares them side by side, and writes a formatted reconciliation report into Google Sheets. Your project accountant reviews one clean spreadsheet instead of pulling reports manually from two places.

Deliver a clean weekly reconciliation report in under 5 minutes every Monday instead of 3 hours of manual work — freeing your accountant for higher-value tasks.

Saves ~3 hrs/week

Every day, n8n pulls unsettled transactions from Xero and checks each one against your open invoices. Any transaction that doesn't match an invoice triggers a Slack message to your bookkeeper with the amount, date, and merchant name. Your team catches gaps in real time instead of finding them at month-end.

Catch unmatched transactions the same day they happen and cut your month-end close time by 2 hours every month.

Saves ~2 hrs/week

When Stripe processes a payment, Make looks up the matching open invoice in QuickBooks Online by amount and customer email, then marks it as paid and records the transaction. You close your books faster and spend no time manually hunting for which payment belongs to which invoice.

Cut invoice reconciliation from 3 hours a week to under 15 minutes and reduce payment-matching errors to near zero.

Saves ~3 hrs/week

Every new Square transaction creates or updates a contact in Zoho CRM with the customer's name, email, purchase total, and visit date. Your team can see a full purchase history without ever leaving the CRM, and you can trigger loyalty follow-ups the same day without any manual work.

Build a full CRM history for every customer automatically and recover an estimated 1 extra repeat visit per week through timely follow-ups — saving 75 minutes of manual entry.

Saves ~1 hr/week

When a new patient fills out your Jotform intake form, Make instantly creates a contact in HubSpot and a matching record in Xero for billing. The same name, address, insurance details, and contact info flows into both systems with zero copy-paste. Front-desk staff can focus on patients instead of data entry.

Eliminate 3+ minutes of manual entry per new patient and reduce data errors by keeping a single source of truth — saving 2.5 hours a week for a busy practice.

Saves ~3 hrs/week