Discover workflows that save your business time and money. See which tools work together and how to set them up.
34 automations found in Run Projects & Operations
After a brainstorming call on Google Meet, your transcript goes to ChatGPT, which pulls out the key ideas. Make then builds a mind map (a visual diagram of connected ideas) in MindMeister automatically. Your team walks away with a visual plan instead of a wall of text.
Save 2 hours/week organizing post-meeting ideas and start every project with a clear visual plan.
Saves ~2 hrs/week
After your Meet call ends, use Make to pull action items from the meeting transcript and create tasks in Todoist (a task management app). Each task gets assigned to the right person with a due date. Your team leaves every meeting knowing exactly what they need to do next.
Save 1.5 hours/week chasing follow-ups and cut missed deadlines by 50%.
Saves ~2 hrs/week
When a customer leaves a comment on your Facebook or Instagram post that needs a follow-up, Make creates a task in Todoist (a simple to-do list app) so nothing slips through. You get a clear action item with the customer's name and comment text attached.
Follow up on every flagged comment within 24 hours and never lose a sales lead in the comments.
Saves ~45 min/week
Every completed Toast order automatically gets logged into a Notion (an all-in-one workspace tool) database you control. You can track order volume, flag issues, and keep a running record for catering or large-order history. It takes the data out of Toast and puts it where your whole team can see it.
Give your whole team order visibility in one place and cut order lookup time from 10 minutes to under 1 minute.
Saves ~2 hrs/week
When Toast flags a menu item as running low, n8n automatically creates a task in Todoist (a task management app) assigned to your kitchen manager. Your team always knows what to reorder before you run out. No more mid-service surprises.
Reduce out-of-stock incidents by catching low inventory 24 hours earlier and save 2 hours/week on manual checks.
Saves ~2 hrs/week
Each time a payment clears in PayPal Business, this workflow creates a follow-up task in Todoist so you remember to deliver the product, send a thank-you, or check in with the client. Nothing falls through the cracks after a sale.
Follow up on every single payment and reduce missed deliveries to zero — saving you 1 hour/week in damage control.
Saves ~1 hr/week
After a team retrospective in FigJam, sticky notes from 'what went well' and 'what to improve' columns get logged into a Coda tracker automatically. You build a searchable history of team feedback over time. You spot recurring problems faster and fix them before they slow your team down.
Save 1 hour per retro and build a 6-month feedback history that cuts repeat problems by 40%.
Saves ~1 hr/week
When you finish a sprint planning session in FigJam, each task card on the board becomes a real task in Todoist (a task management app) with a due date and owner. You skip the 30-minute manual data entry after every planning meeting. Your team can start working immediately instead of waiting for someone to update the task list.
Save 2.5 hours/week on post-planning admin and get your team working 1 day faster each sprint.
Saves ~3 hrs/week
Fathom pulls action items from your calls automatically. With a Zapier connection, each action item becomes a real task in ClickUp with the right assignee and due date. Nothing falls through the cracks after a busy meeting day.
Save 2.5 hours/week on post-meeting task creation and reduce missed deadlines by 80% by turning every action item into a tracked task.
Saves ~3 hrs/week
When your team creates a new Jira task (a work ticket that tracks a job to be done), you can link an Excalidraw wireframe (a rough visual sketch of a screen or process) directly to that ticket. This gives developers and designers the visual context they need without a long back-and-forth. Teams report cutting design-to-dev handoff time by 2 hours per sprint (a two-week work cycle).
Cut design-to-dev handoff confusion and save 2 hours per sprint by attaching wireframes directly to Jira tickets.
Saves ~1 hr/week
After your team maps out a project in FigJam, you can push the key milestones and to-dos directly into ClickUp (a project management tool) as real tasks with due dates. This connects your planning whiteboard to your actual work tracker without retyping everything.
Save 90 minutes per project kickoff and make sure every planned task actually gets assigned and tracked.
Saves ~2 hrs/week
After a team brainstorm in FigJam, sticky notes and ideas often get lost. This workflow lets you export key decisions from FigJam and automatically create organized tasks and pages in Notion so nothing falls through the cracks.
Save 2 hours/week by turning whiteboard sessions into organized Notion pages in under 5 minutes.
Saves ~2 hrs/week
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