Discover workflows that save your business time and money. See which tools work together and how to set them up.
291 automations found
Pull your Toast sales data into Metabase (a business reporting tool) so you can see real-time charts of your top menu items, busiest hours, and daily revenue. You stop guessing and start making decisions based on actual numbers. No spreadsheet skills required.
Spot your top 5 revenue items in under 2 minutes and cut menu review time by 3 hours/week.
Saves ~3 hrs/week
Every night, your Toast sales data automatically flows into QuickBooks Online (your accounting software). You get accurate revenue, tax, and tip records without typing a single number by hand. This keeps your books clean and your accountant happy.
Save 4 hours/week on manual data entry and close your books 3 days faster each month.
Saves ~4 hrs/week
If you sell some tickets through Eventbrite and collect other payments through PayPal Business, this workflow pulls both into one Notion database so you see your total event revenue in one place. You stop jumping between two platforms to understand how your event is selling.
See your complete event revenue in one place and save 1.5 hours per event in manual reconciliation.
Saves ~2 hrs/week
Every time you issue a refund through PayPal Business, this workflow logs it in a Coda (an all-in-one doc and database tool) tracker and flags it for your review. You spot refund patterns early and fix the problems causing them before they hurt your bottom line.
Catch refund problems 2 weeks earlier and reduce your refund rate by identifying top issues — saving 2 hours/week in manual review.
Saves ~2 hrs/week
Set a payment threshold — say, $500 — and this workflow posts a notification to a Notion page every time a payment above that amount clears in PayPal Business. You and your team always know when a major sale lands without checking PayPal all day.
Get notified of every big payment within 1 minute and save 30 minutes/week of manual PayPal checking.
Saves ~30 min/week
When a customer fills out a Cognito Forms order form (an online form builder), this workflow grabs their details and sends them a PayPal Business invoice automatically. You get paid faster without writing a single invoice by hand.
Send invoices within 2 minutes of every order and cut your invoicing time by 4 hours/week.
Saves ~4 hrs/week
This workflow pulls your PayPal Business transaction data into Metabase (a business reporting tool) so you can see your revenue, refunds, and top customers on one live dashboard. You stop guessing how your business is doing and start making decisions based on real numbers.
Spend 30 minutes/week reviewing your numbers instead of 3 hours pulling reports manually.
Saves ~3 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
When someone pays you through PayPal Business for the first time, this workflow adds their contact info to Notion as a new customer record. You build your client list without lifting a finger and never lose a paying customer's details.
Capture 100% of new customer contacts automatically and save 2 hours/week on manual data entry.
Saves ~2 hrs/week
Every time a customer pays you through PayPal Business, this workflow creates a matching transaction in QuickBooks Online. You stop copying payment details by hand and your books stay accurate without extra work.
Save 3 hours/week on manual data entry and close your books 2 days faster each month.
Saves ~3 hrs/week
When someone registers for a workshop or team event on Eventbrite (an event registration platform), they automatically get a FigJam board link and a calendar invite. You stop sending board links manually to every registrant. Your attendees show up prepared with the right tools already open.
Save 2 hours/week on event logistics and reduce no-shows by 25% with better prep emails.
Saves ~2 hrs/week
After any FigJam session, ChatGPT reads the board content and writes a plain-English summary that gets posted to a Notion page automatically. You get a clean, readable recap without writing a single word yourself. Your clients and teammates always have a clear record of what was discussed.
Save 3 hours/week on meeting documentation with consistent, professional summaries every time.
Saves ~3 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
