5 Clear Signs Your Business Needs Workflow Automation
Learn how to identify what to automate in your business using our proven 5-point framework. Spot copy-paste work, manual exports, and repetitive tasks costing you time.
# Automation Basics
Posts
How to Automate Task Creation in Notion: Database Automations Tutorial
Learn how to set up Notion database automations that automatically create tasks when relationships change. Real-world examples from consulting sessions.
How to Route DocuSign Documents to the Right Employee Folders Automatically
Automate DocuSign to BambooHR document routing with smart categorization. Learn how to sort orientation files, W-4s, TB tests, and more to the right folders automatically.
How UNCF Automated Event Requests in Hive with One Smart Form
UNCF marketing team automated event project creation in Hive using form detection and smart workflows. Built in 4 hours with full training.
How Hive Simplified Project Setup for a Growing Consultancy
See how a social impact consultancy automated project creation in Hive from HubSpot deals, including subprojects and templates. Real case study.
How Kitty of Angels Streamlined Cat Rescue Operations with Automation and Airtable
Kitty of Angels scaled from 177 to 400+ cats using a custom Airtable portal with Softr and Zapier. See how automation transformed their operations.
Cognito Forms to Charity Tracker: Zapier Flow Streamlined 850+ Applications
Zakat Fund saved 1,200+ hours automating Cognito Forms to Charity Tracker with Zapier. Custom workflow for 850 Ramadan applications.
