Business Automation Case Studies with Notion, Airtable, Zapier: Saved Time & Increased Profits

Semi-automatic management system with granular permission levels, recurring tasks, subtasks, reviewing process, and analytics modules for workload, overdue tasks count, content, and more.

Task, Project and Content Management Workspace on Airtable

Airtable

Notion & Softr Management System and Client Portal for Content Agency

Softr

Notion

Automated content production and Idea generation pipelines with onboarding, approval, intake, and commenting functions through a secure Client Portal with granular access.

Backend Automation System for a Digital Product

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.

Zapier

Notion

Tally

Semi-automatic Financial and Budget Tracker

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.

Google Sheets

Notion

Automated Airtable inventory system with FIFO logic, auto-reservation, e-commerce integration readiness, automated fulfillment workflows, stock management, and built-in sales analytics.

Automatic first-in, first-out Inventory Management System on Airtable

Airtable

Stripe Payments Connector using Zapier and Airtable Automation

Automatically connects historic and new Stripe payments, including failed payments (with team notifications) and refunds, linking each to clients, products, and analytics.

Zapier

Airtable

Stripe

Airtable Automation System for Skool Community Data Reporting

Airtable formula and automation system provided a high-ticket Skool service with insights into community data: cohorts, churn, LTV, revenue, and became a SaaS prototype.

Airtable

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.

Zapier

Airtable

Open AI

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.

Zapier

Notion

Financial and Budget Tracker

Notion

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.

From Duda Site Form to Hubspot Deal and Contact via Zapier

Automated lead processing system integrating Duda website forms with HubSpot via Zapier for contact/deal creation, pipeline and stage assignment, and list segmentation.

Zapier

Hubspot

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.

Zapier

Airtable

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.

Zapier

Google Sheets