# Workflow Automation

Airtable + Fillout to Supabase + Next.js migration playbook: map schema and record IDs to UUIDs, rebuild form logic, retire Zaps, and cut over safely.

Automate monthly Salesforce exports from S3 + Google Sheets: pull daily files from S3, calculate member status in Sheets, and generate a weekly CSV in Drive.

Automate receipts and invoicing workflows for train and airline tickets: batch processing, PDF templates, and fixes for Zapier loop timing delays.

Plan a Confluence to Notion migration without breaking permissions or governance. Use this enterprise checklist for discovery, pilots, rollout, and cleanup.

Microsoft 365 nonprofit scheduling automation: connect intake, eligibility review, self-scheduling, waitlists, SMS reminders, and RBAC on one Microsoft stack.

Learn a practical Zapier Tables costume tracking system that stays updated as students enroll, drop, or transfer—plus a simple 3-session implementation plan.

A 10-person 401(k) advisory firm used Airtable, Zapier, and Calendly to automate appointment tracking and caller payroll, cutting 3–4 hours of month-end work.

Build a Notion meeting notes database that auto-summarizes and extracts next steps with AI autofill, then surface the right meetings anywhere using linked views.

Notion invoice tracking without duplicate data entry: keep Salesforce and QuickBooks as the source of truth and run collections from a synced Notion view.

Embed a Notion view in Google Slides for auto-updating decks: build a filtered view, then link it, screenshot it, add a live frame, or rebuild it with Zapier.

Build a repeatable reddit engagement strategy: monitor threads, route to Slack, draft ethical replies, and publish via an approval-based content calendar.

Outlook rules that move emails into subfolders make Zapier miss them. Trigger on the right folder, add a Zapier Email Parser backup, and backfill misses safely.