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 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.
Setup: some workAfter 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.
Setup: some workEvery 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.
Setup: some workExcalidraw 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.
Setup: easyUse 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.
Setup: easyEvery 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.
Setup: easy