Weekly BambooHR PTO balance email report (Gmail + Zapier)
Send a weekly BambooHR time off balance report email with Zapier and Gmail. Format PTO balances as an HTML table so HR can scan them without logging in.
# Reporting
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How an 8-Person Accounting Firm Automated Tax-Season Client Intake for 400 Clients Without Hiring
How an 8-person Canadian accounting firm used Airtable, Zapier, and Make to automate tax-season client intake for 400 clients — without adding admin staff.
How to build executive dashboards in Notion (charts + relations)
Build Notion executive dashboards using charts and relations. Create a KPI page, connect Projects-Tasks-Deals, and report without upgrading your plan.
Google Ads offline conversion uploads not showing
Google Ads offline conversion uploads not showing? Use this checklist to verify customer ID, conversion action, windows, schedules, and where to validate results.
UTM Tracking: Fix Multi-Platform Conversion Reporting in Looker Studio (Checklist)
Fix cross-channel conversion tracking in Looker Studio. Use this 3-phase UTM checklist to standardize events across Google Ads, Meta, Bing, and LinkedIn.
Notion chart week grouping bug: fix weekly averages with a “true” formula workaround
Notion chart week grouping bug workaround: if weekly averages look wrong, group by a formula that always returns true to keep a weekly view and correct math.
