Discover workflows that save your business time and money. See which tools work together and how to set them up.
291 automations found
Use Duotone to batch-create on-brand photos from Unsplash, then organize them in a shared Google Drive folder your whole team can access. Everyone pulls from the same approved image library, so your brand stays consistent across all materials.
Build a reusable image library in one afternoon and save your team 3 hours/week searching for approved photos.
Saves ~3 hrs/week
Use Duotone to style header photos in your brand colors before adding them to blog posts. Upload the finished images to WordPress as featured images. Your blog looks polished and on-brand every time, with no design software needed.
Produce on-brand blog images in under 3 minutes each, saving 90 minutes/week on content prep.
Saves ~2 hrs/week
Use Duotone to convert free Unsplash photos into two-tone images that match your brand colors. Then upload those images directly into Buffer to schedule your social posts. This keeps your feed looking consistent without hiring a designer.
Cut social image prep time from 30 minutes to 5 minutes per post, saving 2 hours/week.
Saves ~2 hrs/week
When a client emails you with a specific keyword or from a VIP address, this workflow sends an instant alert to your team's Slack channel (a group messaging app). Your team sees urgent emails right away, even if no one is watching their inbox. You respond faster and keep clients happy.
Cut your response time to VIP clients by 60% and never miss an urgent email again.
Saves ~1 hr/week
When you close a project in your project tool, this workflow drafts and sends an invoice from QuickBooks Online to your client's email via Gmail. You stop remembering to invoice manually. You get paid faster because the invoice goes out the same day the work is done.
Get paid 4 days faster and save 2 hours/week by automating invoice delivery at project close.
Saves ~2 hrs/week
When you star an email in Gmail, this workflow automatically creates a task in your project management tool. You never lose track of emails that need action. Your to-do list stays current without any extra steps.
Save 2 hours/week by turning 100% of starred emails into trackable tasks automatically.
Saves ~2 hrs/week
When a new lead emails you, this workflow creates a contact in your CRM right away. You stop copying names, emails, and phone numbers by hand. Every lead gets logged fast, so nothing falls through the cracks.
Save 3 hours/week on data entry and follow up with every new lead within minutes.
Saves ~3 hrs/week
When a customer fills out your product or service order form in Google Forms, the details automatically create a draft invoice in QuickBooks Online. You review it, click send, and you're done. No more retyping order details into your accounting software.
Save 4 hours/week on invoice creation and get invoices out the same day orders come in.
Saves ~4 hrs/week
After a job or purchase, send customers a Google Form to rate their experience. Their responses flow into Google Sheets automatically, and you connect that sheet to a simple dashboard tool to see trends over time. You always know how happy your customers are without digging through spreadsheets.
Spot customer satisfaction trends in 5 minutes a week instead of spending 2 hours reviewing raw survey data.
Saves ~2 hrs/week
When a new client fills out your intake form, the details automatically create a new project or task in your project management tool. Your team sees the work right away without you forwarding emails or retyping info. This cuts the gap between 'client signed up' and 'work started' down to minutes.
Cut project setup time from 20 minutes to zero and start new client work same day, every time.
Saves ~2 hrs/week
Right after someone submits your Google Form — a quote request, sign-up, or intake form — they get an automatic welcome or confirmation email through Mailchimp. You write the email once and it goes out every time, 24/7. This makes your business look responsive even when you're busy.
Respond to every new inquiry in under 2 minutes and save 2 hours/week on manual follow-up emails.
Saves ~2 hrs/week
When someone fills out your Google Form, their info goes straight into your CRM (customer relationship management software) — no copy-pasting needed. You set up a connector that watches for new form responses and creates a new contact automatically. This keeps your lead list clean and up to date without any manual work.
Save 3 hours/week on manual data entry and follow up with new leads the same day they contact you.
Saves ~3 hrs/week
Our AI Tech Advisor can walk you through implementation, or connect you with a STOA consultant for hands-on help.