# Automation Basics

Posts

How a ~65-Person Youth Soccer Nonprofit Automated 150+ Monthly Donations Across Three Systems — and Stopped Losing Records

How a ~65-Person Youth Soccer Nonprofit Automated 150+ Monthly Donations Across Three Systems — and Stopped Losing Records

Jul 29, 2026

How a ~65-person youth soccer nonprofit automated 150+ monthly donations across HubSpot, QGive, and QuickBooks — saving 8 hrs/week of manual entry.

Case study: Association pilot program to roll out Actionstep automations to 125 law firms

Case study: Association pilot program to roll out Actionstep automations to 125 law firms

Jul 28, 2026

How one association piloted Actionstep automation services for law firms—5 templates, group training, and optional 1:1 support—to roll out to 125 member firms.

Property management automation: database-first lead tracker

Property management automation: database-first lead tracker

Jul 27, 2026

Property management automation works best with a database-first lead tracker and Make automations for intake, stage updates, dedupe, and daily reporting. Get the blueprint.

How a Multi-Location Restaurant Group Automated Guest Engagement Across 9 Locations with AI + Zapier

How a Multi-Location Restaurant Group Automated Guest Engagement Across 9 Locations with AI + Zapier

Jul 22, 2026

A Canadian restaurant group with 9 locations automated Google review responses, website chatbots, and social media inboxes using Zapier and AI. Here's how.

How a Small Credit Repair Business Automated Client Notifications Across 5 Tools — Without a Developer

How a Small Credit Repair Business Automated Client Notifications Across 5 Tools — Without a Developer

Jul 22, 2026

A small credit repair firm automated client notifications across Credit Repair Cloud, Zapier, Chargebee, Shopify, and Calendly. See the workflow.

How to fix missing variant prices in Google Merchant Center (Shopify)

How to fix missing variant prices in Google Merchant Center (Shopify)

Jul 20, 2026

Google Merchant Center missing variant prices block your Shopping ads. Learn how to diagnose the issue in GMC, fix it in Shopify, and get your feed approved.

Airtable inventory baseline: cutoff date method

Airtable inventory baseline: cutoff date method

Jul 20, 2026

Fix negative Airtable inventory with a baseline stock take and cutoff date method. See the exact table structure, formulas, and depletion logic.

Zapier client access for solution partners: setup, limits, and June security changes

Zapier client access for solution partners: setup, limits, and June security changes

Jul 20, 2026

How to set up Zapier client access for solution partners: Pro vs Team/Enterprise, email constraints, and connection ownership after the June security update.

OpenTable automation stack for multi-location restaurant retention (checklist)

OpenTable automation stack for multi-location restaurant retention (checklist)

Jul 17, 2026

OpenTable integration for multi-location restaurants — connect guest data to email, CRM, and reviews to automate welcomes, birthdays, and lapsed-guest reactivation.

Squarespace form emails → Make mailhook → JobNimbus (no Squarespace access workaround)

Squarespace form emails → Make mailhook → JobNimbus (no Squarespace access workaround)

Jul 14, 2026

No Squarespace access? Forward form emails to a Make mailhook, parse fields, dedupe by email, then upsert contacts and log activities in JobNimbus.

Make AI agents in Make.com: structured prompting, tools, and multi-agent workflows

Make AI agents in Make.com: structured prompting, tools, and multi-agent workflows

Jul 13, 2026

Make AI agents let your automation workflows decide which tools to use—no hard-coded branching. Learn structured prompting, guardrails, and multi-agent patterns.

Full Enrich to Pipedrive contact enrichment (Zapier, Make, n8n)

Full Enrich to Pipedrive contact enrichment (Zapier, Make, n8n)

Jul 9, 2026

Learn how to automate Full Enrich to Pipedrive contact enrichment using Zapier, Make, or n8n. Get the field map, safeguards, and step-by-step workflow.