Automating Employee Onboarding on Growing Teams with Tally, Zapier, and Notion
Art gallery automated onboarding for 300+ employees using Tally forms, Zapier webhooks, and Notion database. Department-specific workflows included.
# Automation Basics
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Automation Basics
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Claude
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Hive
Advanced PDF/HTML (NetSuite)
NetSuite PDF templates
Notion
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Workflow Automation
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How a Global Nonprofit Automated Document Workflows in Airtable
Elizabeth Glaser Foundation automated research and design approvals in Airtable. Status tracking, deadline reminders, and SharePoint integration included.
How a UK Bakery Automated Shopify Orders with Airtable Workflows
Harry Batten bakery automated 150+ monthly Shopify orders into Airtable using PipeDream. Custom cake orders organized by delivery date automatically.
How a Global Marketing Team Started Automating Lead Flow With Zapier
Global B2B team learned how to connect LinkedIn, Marketo, and Microsoft Dynamics with Zapier. Step-by-step walkthrough for enterprise adoption.
How We Automated 1,000+ Monthly Book Deliveries for a Faith-Based Nonprofit
Faith-based nonprofit automated book fulfillment using WooCommerce, Givebutter, and Airtable. Recurring donations and inventory tracking included.
Slack Drip Campaigns? Yes, and They Skyrocketed Member Engagement
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
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
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
Kitty of Angels scaled from 177 to 400+ cats using a custom Airtable portal with Softr and Zapier. See how automation transformed their operations.
Migrating from Kindful? We Synced Classy, PayPal & Bloomerang in Just 6 Hours
How we helped a nonprofit migrate from Kindful to Bloomerang, syncing Classy and PayPal donations with Zapier. 543 donations processed month one.
How a Team of Marketing Specialists used Zapier + LinkedIn Ads to fix their CRM
Marketing specialists solved 'unverified' LinkedIn conversions by fixing HubSpot list types and category mismatches. Step-by-step case study.
How We Automated Sales Orders from Google Sheets to Katana
Sports tech company automated complex multi-line orders from Google Sheets to Katana using Make.com. No ERP access needed for sales team.
