Discover workflows that save your business time and money. See which tools work together and how to set them up.
7 automations found in Handle Documents & Data
Every time a Google Meet recording finishes, Make sends the transcript to Coda (a flexible doc and database tool) and creates a new row in your call library. You can search by client name, date, or keyword to find any conversation in seconds. New team members can get up to speed by reading past calls instead of asking you to repeat everything.
Save 3 hours/week searching for past call context and cut new employee onboarding time by 30%.
Saves ~3 hrs/week
When your team creates diagrams in both FigJam and Excalidraw (a lightweight open-source drawing tool), this workflow exports both into a shared Notion page for easy comparison. You can review design options without switching between tabs. Your team picks the best version faster and moves on.
Save 1 hour per project review by centralizing all diagram options in one Notion page.
Saves ~1 hr/week
After your team votes on ideas in FigJam, the results automatically flow into a Coda doc (an all-in-one doc and database tool) as a decision record. You get a running log of what your team chose and why. No more digging through old whiteboards to remember past decisions.
Save 1.5 hours/week on meeting documentation and cut decision confusion by 80%.
Saves ~2 hrs/week
Every time Fathom finishes a call, it automatically saves the full transcript and AI summary to a Notion database. You build a searchable library of every meeting your business has ever had. Finding what a client said six months ago takes seconds, not a frantic search through old emails.
Build a complete meeting archive in under 30 days and cut time spent searching for past decisions from 20 minutes to under 2 minutes.
Saves ~2 hrs/week
Excalidraw has a built-in plugin for Obsidian (a note-taking app that stores everything on your computer). You can draw a diagram inside Obsidian and it saves as a file you can link to any note. This means your brainstorm visuals live right next to your written notes — no extra exports needed.
Save 45 minutes/week by keeping all diagrams and notes in one place with zero manual exporting.
Saves ~45 min/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
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
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
