CRM, ERP, Production scheduling, Projects and Tasks, Team and HR, Contractors and Docs, Knowledge, and Procurements. Financial, Production, P&L, and Marketing reports...
Lead magnet and feedback request send-outs (email), sales (Payhip), and feedback tracking (Tally), while gathering and updating all data in the unified site-connected database in Notion.
Enables users to log expenses and income effortlessly and analyze data from all angles, leveraging automation and a Google Sheet 'app' for seamless bank data transfer to Notion.
PDF Parsing with Airtable, Zapier, and Open AI (Chat GPT)
When a form is submitted to Airtable, 3 records are created, with the info from the form, including PDFs. Chat GPT splits text from PDFs into 7 outputs, which got inserted into Airtable by Zapier.
Tasks & Projects 2-way sync across 3 Notion workspaces
When a task is created or updated in a Notion workspace and meets certain criteria, it is either created in another workspace or a related task is updated there, with the help of Zapier.
Efficiently tracks suppliers' contract obligations, shipments, boxes, and individual items in each box. Automatically calculates revenue and COGS per contract, shipment, box, and item.
Custom system for tracking Income and Expenses. Allows to control by-monthly budgets and subscribtions and see everithing at a glance: overall, by-monthly, by category, and more.
Site-connected CRM to manage appointments, courses, and view all relevant analytics. Enhanced with personal and cumulative discount mechanisms, as well as an affiliate module.
FBM ad to FUB CRM automation for a real estate agency
When a lead from FBM is marked in Airtable, the lead is automatically created in FUB CRM and assigned an action plan based on the "product" the lead is interested in.
From email to dedicated cells in Google Sheets with Zapier
When an email is received, specific data points are parsed from its contents and populated into dedicated cells in a row of a Google Sheet. This automation is facilitated by Zapier.