Each use case names the tools, what each one does in the workflow, and the steps to set it up.
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When a new employee appears in Gusto, Make pulls their details and sends a pre-built policy packet to DocuSign for e-signature — all without anyone lifting a finger. Signed documents are saved back to Gusto automatically once the employee completes them.
Setup: easyAfter a student uses Calyxa for homework help, the session notes — topics covered, questions asked, concepts still unclear — flow into Notion automatically. Teachers get a clear picture of what each student struggled with, so next week's lesson plans are built on real data, not guesswork.
Setup: easyEvery time a file lands in a designated Google Drive folder, OpenClaw Launch reads the document, extracts key topics, generates descriptive tags, and creates a linked Notion database entry — complete with a one-paragraph summary. Your team can find any document in seconds without a manual filing system.
Setup: some workAfter 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.
Setup: some workEvery time a pull request is merged on GitHub, a Make automation extracts the PR description and reviewer comments, then writes a structured decision record to Kumbukum. Your team's AI tools instantly know why that code choice was made. Future AI sessions stop repeating old debates.
Setup: some workWhen 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.
Setup: some workEvery time someone pays you through Stripe, Make copies their name, email, and order details into HubSpot as a new contact and adds them to the right Mailchimp audience. You never open two tabs to paste the same info. Your sales and marketing teams always have up-to-date records without doing anything.
Setup: easyEvery time Known Agents flags a new bot or you update your robots.txt (the file that tells crawlers what they can access), automatically log the event in a Notion database. Your team gets a running record of every block decision, with timestamps and bot details. You never lose track of why you blocked a crawler.
Setup: easyEach time your team looks up a regulation in Regulus by Cumbuca, the question and sourced answer are automatically saved as a new page in a shared Notion database. Your whole team gets instant access to the growing library without duplicating research. A Slack message alerts the channel so everyone knows new guidance is available.
Setup: easyEvery time code is merged into your main GitHub branch, OpenAI Codex reads the diff, writes clear documentation for new functions and API endpoints, and commits it to your docs folder. Your documentation stays current without anyone spending time writing it by hand.
Setup: some workWhen a customer fills out your intake form, their info automatically flows into both your CRM and QuickBooks. You stop copying names, emails, and phone numbers by hand across three different tabs.
Setup: some workEvery 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.
Setup: some work