# Automation Basics

Posts

Automating Employee Onboarding on Growing Teams with Tally, Zapier, and Notion

Automating Employee Onboarding on Growing Teams with Tally, Zapier, and Notion

Jun 10, 2025

Art gallery automated onboarding for 300+ employees using Tally forms, Zapier webhooks, and Notion database. Department-specific workflows included.

How a UK Bakery Automated Shopify Orders with Airtable Workflows

How a UK Bakery Automated Shopify Orders with Airtable Workflows

Jun 4, 2025

Harry Batten bakery automated 150+ monthly Shopify orders into Airtable using PipeDream. Custom cake orders organized by delivery date automatically.

How We Automated 1,000+ Monthly Book Deliveries for a Faith-Based Nonprofit

How We Automated 1,000+ Monthly Book Deliveries for a Faith-Based Nonprofit

May 23, 2025

Faith-based nonprofit automated book fulfillment using WooCommerce, Givebutter, and Airtable. Recurring donations and inventory tracking included.

How a Global Marketing Team Started Automating Lead Flow With Zapier

How a Global Marketing Team Started Automating Lead Flow With Zapier

May 23, 2025

Global B2B team learned how to connect LinkedIn, Marketo, and Microsoft Dynamics with Zapier. Step-by-step walkthrough for enterprise adoption.

Slack Drip Campaigns? Yes, and They Skyrocketed Member Engagement

Slack Drip Campaigns? Yes, and They Skyrocketed Member Engagement

May 23, 2025

Professional network automated member onboarding and trial conversions using Slack, Zapier, and HubSpot. Native Slack campaigns that feel personal.

Cognito Forms to Charity Tracker: Zapier Flow Streamlined 850+ Applications

Cognito Forms to Charity Tracker: Zapier Flow Streamlined 850+ Applications

May 12, 2025

Zakat Fund saved 1,200+ hours automating Cognito Forms to Charity Tracker with Zapier. Custom workflow for 850 Ramadan applications.

How Hive Simplified Project Setup for a Growing Consultancy

How Hive Simplified Project Setup for a Growing Consultancy

May 12, 2025

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

How Kitty of Angels Streamlined Cat Rescue Operations with Automation and Airtable

May 12, 2025

Kitty of Angels scaled from 177 to 400+ cats using a custom Airtable portal with Softr and Zapier. See how automation transformed their operations.

How automation made the Estate Planning process more efficient at a law firm

How automation made the Estate Planning process more efficient at a law firm

Apr 17, 2025

See how an estate planning lawyer saved 30-45 minutes per client by automating document generation with Airtable and Make. Real workflow transformation.

How to turn LinkedIn leads into a Measurable Revenue

How to turn LinkedIn leads into a Measurable Revenue

Apr 17, 2025

Learn how a marketing team solved LinkedIn Ads attribution in Microsoft Dynamics using Zapier filters and smart CRM tracking. Real results included.

How We Automated Sales Orders from Google Sheets to Katana

How We Automated Sales Orders from Google Sheets to Katana

Apr 17, 2025

Sports tech company automated complex multi-line orders from Google Sheets to Katana using Make.com. No ERP access needed for sales team.

Migrating from Kindful? We Synced Classy, PayPal & Bloomerang in Just 6 Hours

Migrating from Kindful? We Synced Classy, PayPal & Bloomerang in Just 6 Hours

Apr 17, 2025

How we helped a nonprofit migrate from Kindful to Bloomerang, syncing Classy and PayPal donations with Zapier. 543 donations processed month one.