Discover workflows that save your business time and money. See which tools work together and how to set them up.
291 automations found
Every 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.
Build a complete meeting archive in under 30 days and cut time spent searching for past decisions from 20 minutes to under 2 minutes.
Saves ~2 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
After every sales or client call, Fathom automatically pushes the meeting transcript, summary, and action items into the matching contact record in HubSpot. Your CRM (customer relationship management software) stays current without any manual data entry. Every rep has full context before their next call.
Save 3 hours/week on CRM data entry and give your whole team a complete, accurate history of every client conversation.
Saves ~3 hrs/week
When Fathom finishes summarizing a call, it automatically posts the key points, decisions, and action items to a Slack channel. Your whole team stays in the loop without anyone having to copy and paste notes. No one misses what was decided on a call they couldn't join.
Save 2 hours/week on note-sharing and cut follow-up confusion by giving your whole team instant access to every meeting summary.
Saves ~2 hrs/week
Build a simple chat widget using Vue.js and connect it to ChatGPT (an AI tool that answers questions in plain language) so visitors can get instant answers about your services. You write the instructions once — like 'only answer questions about our pricing and services' — and the AI handles the rest. It works 24/7 without you lifting a finger.
Answer visitor questions 24/7 and save 5 hours/week on repetitive customer inquiries.
Saves ~5 hrs/week
Use Vue.js to create a clean, branded job application form on your website. When someone applies, their info goes straight into an Airtable base (a spreadsheet-database combo tool) where you can sort, filter, and track every candidate. No more digging through email attachments to find resumes.
Cut hiring admin work by 2 hours/week and never lose an applicant's info again.
Saves ~2 hrs/week
Build a real-time dashboard using Vue.js that pulls your key numbers — like revenue, open invoices, and expenses — straight from QuickBooks Online. Instead of logging into QuickBooks every morning, you see everything on one custom screen. This is great for team TVs or a quick daily check-in.
Save 30 minutes every morning and give your whole team visibility into key numbers without extra logins.
Saves ~3 hrs/week
Build a custom Vue.js form on your website that collects lead info and sends it straight to HubSpot CRM (a tool that stores and tracks your sales contacts). You control exactly what fields you collect and how the form looks — no generic embed code. New leads show up in HubSpot automatically so your team can follow up fast.
Get new leads into your CRM in under 60 seconds and save 3 hours/week on manual data entry.
Saves ~3 hrs/week
Use Vue.js to build a simple client-facing portal where customers can log in, view their project status, and download files. Supabase handles user login and stores all the data. Your clients get a clean, branded experience without you paying for expensive portal software.
Cut client check-in emails by 80% and save $100/month on portal software fees.
Saves ~2 hrs/week
When you finish mapping out a business process in Excalidraw, share the link directly in a Slack channel (a team messaging app) to collect fast feedback. Your team can comment in Slack while viewing the live diagram — no email chains or scheduled meetings needed. This cuts feedback loops from 2 days down to a few hours.
Cut process review time from 2 days to 4 hours by sharing live Excalidraw links in Slack for instant team feedback.
Saves ~1 hr/week
The Excalidraw extension for VS Code (a free code editor) lets developers draw system diagrams (visual maps of how code or data moves) right inside their coding environment. You never have to switch apps to explain a technical process to a teammate. Small dev teams save about 30 minutes per week on back-and-forth explanations.
Save 30 minutes/week per developer by diagramming code flows without ever leaving your code editor.
Saves ~30 min/week
Excalidraw 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.
Save 45 minutes/week by keeping all diagrams and notes in one place with zero manual exporting.
Saves ~45 min/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.
