Each use case names the tools, what each one does in the workflow, and the steps to set it up.
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Every time a student uses Calyxa for help, the subject, topic, and question type log automatically to Airtable. Pipedream handles the connection in real time. In one Airtable view, you can instantly see your top 5 trouble spots across all students — then decide whether to add extra practice, adjust your curriculum, or flag specific students for one-on-one help.
Setup: easyBQE Core tracks your time and billing in one place. Each month, export that data to Google Sheets, where a template calculates revenue, cost, and gross margin per client. Metabase turns that sheet into a sortable report so you can quickly see your most and least profitable clients.
Setup: some workTrack budget vs. actual hours for every active engagement in Clockify. When any project reaches a threshold percentage of its budgeted hours, Make fires a Slack message to the project lead with the project name, client, hours used, and hours remaining. Fix scope creep before you are already over budget.
Setup: easyConnect Harvest to Google Sheets to pull daily hours logged, project codes, and billable flags. A Looker Studio dashboard turns that data into a live view of each consultant's billable utilization %, which projects are over budget, and which clients are absorbing the most non-billable time.
Setup: some workPull scrap quantities and unit costs from SYSPRO into Google Sheets each Friday. A formula layer calculates total waste cost and scrap rate per product line, then Databox surfaces the worst offenders in a KPI dashboard your ops manager reviews every Monday morning.
Setup: some workEach morning, Make compares your current stock levels in Katana against your open production orders and scheduled purchase order delivery dates. When any raw material will hit zero before the next delivery, you get an email showing the item, quantity needed, and your supplier's contact — before production stops.
Setup: easyPull daily production counts from Katana into Google Sheets every hour. A Power BI dashboard connected to that sheet shows supervisors units produced, yield rate, and downtime minutes against the daily target — no waiting for an end-of-shift printout.
Setup: some workPull income and expense data from QuickBooks Online into a Google Sheets template each month. The template auto-calculates NOI (net operating income) per property, then Gmail sends each owner a PDF of their personalized report on the 1st — no manual formatting needed.
Setup: some workSet a monthly budget threshold in Buildium for each property. When spend crosses that limit, a Make automation fires immediately and posts a Slack message to your operations channel. Catch overspending this month, not at quarter-end.
Setup: easyConnect AppFolio to Google Sheets and Looker Studio to see vacancy rates, rent collected vs. expected, and maintenance costs across every property in one place. Your dashboard refreshes automatically every night — no manual data pulls, no stale spreadsheets.
Setup: some workThis workflow pulls open invoices from QuickBooks Online each morning and writes them into a Google Sheet that highlights anything unpaid past 30 days. Your team gets a real-time reconciliation dashboard without any manual exports.
Setup: some workEach time Dreamwork generates a job-match pack for one of your coaching clients, a Make automation logs the role, fit score, and application date to a Google Sheet. After interviews, your coaches update the outcome column. Over time you build a clear picture of which roles convert — and coach smarter.
Setup: some work