Discover workflows that save your business time and money. See which tools work together and how to set them up.
291 automations found
When a key number changes in your Google Sheet — like a budget tracker or sales log — this automation sends a message to your Slack channel right away. Your team stays in the loop without checking the spreadsheet every hour. You catch problems fast and keep everyone on the same page.
Cut team response time to data changes from hours to under 5 minutes and save 1 hour/week on status updates.
Saves ~1 hr/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
When you email a new contact in Gmail, this automation adds them to your CRM (customer relationship management software — the tool that tracks your leads and clients) without any copy-pasting. You keep your contact list current without thinking about it. No more lost leads because you forgot to add someone.
Save 2 hours/week on data entry and keep your CRM 90% more up to date.
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
When someone fills out your Google Form (like a client intake or job request), this automation creates a task in your project tool right away. You stop copying data by hand and nothing falls through the cracks. Your team sees new work the moment it comes in.
Save 3 hours/week on data entry and respond to new requests 1 day faster.
Saves ~3 hrs/week
Square tracks your inventory (the products you have in stock) in real time. This automation watches your stock levels and sends a message to your team's Slack channel (a group chat app) the moment an item drops below a number you set. You never run out of a top seller again because your team knows right away.
Prevent stockouts on your top 10 items and avoid losing an estimated $500+/month in missed sales.
Saves ~1 hr/week
Right after a customer pays in Square, this automation sends them a text or email asking for a Google review. You catch customers when they are happiest — right after a good experience. More reviews mean more people find your business online.
Get 10-15 new reviews per month and improve your local search ranking in 60 days.
Saves ~2 hrs/week
Square tracks your team's hours at the register. This workflow takes those logged hours and pushes them into Gusto (payroll software) so you can run payroll in minutes instead of hours. You stop re-entering numbers by hand and reduce the chance of paying someone the wrong amount.
Cut payroll prep time from 3 hours to 30 minutes every pay period.
Saves ~2 hrs/week
Every time someone buys from you in Square, their name and email get added to your Mailchimp audience (your list of email contacts). You can then send them a welcome email, a loyalty offer, or a review request — without copying and pasting anything. This turns every sale into a marketing opportunity.
Grow your email list by 20+ contacts/month and bring back customers without any extra work.
Saves ~1 hr/week
When you close out your Square register each day, this automation sends your sales totals, taxes, and fees straight to QuickBooks Online. You skip manual data entry and always have clean books ready for tax time. It takes about 10 minutes to set up and runs on its own after that.
Save 4 hours/week on bookkeeping and close your books 3 days faster each month.
Saves ~4 hrs/week
When your sales team adds a new lead in HubSpot CRM (a tool for tracking customer relationships), that contact automatically appears in your Mailchimp audience. You stop copying contacts by hand between two systems. Your marketing emails reach new leads fast, while the sale is still fresh in their mind.
Save 3 hours/week on manual data entry and reach new leads with a marketing email within minutes of them entering your CRM.
Saves ~3 hrs/week
When a contact fills out a Typeform survey (an online form tool), their answers automatically add tags (labels) to their profile in Mailchimp. You can then send targeted emails to each group based on what they told you. This means the right message goes to the right person every time.
Save 2 hours/week on manual list sorting and boost email open rates by up to 15% with targeted messaging.
Saves ~2 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
