# Workflow Automation

A Power Automate checklist for ingesting quarterly Excel files from OneDrive into SQL Server, with validation, upserts, run logging, and safe reruns.

Set up one Harvest project per Hive client, assign consultants, and set billable rates so time tracking works and every engagement shows up on timesheets.

Set up an AI answering service that logs calls, captures lead details, and triggers CRM follow-ups with Zapier. Includes requirements and a starter build plan.

Build audit-ready lot number traceability in Airtable for medical devices: deduct inventory by lot, block double-withdrawals, and create QR audit trails.

Build a scheduling form that creates Google Calendar events, Trello cards, and QuickBooks customers automatically, capturing customer info once, not 3 times.

Set up a Zoho Forms vendor document upload automation that sends every submission to the right OneDrive folder, with no duplicate vendor folders.

Build a client reschedule workflow that emails a rebooking link, cancels the original booking, returns credit, and logs an audit trail for service calls.

Build a reliable Netlify form to QuickBooks invoice Zapier workflow. Trigger from Netlify form submissions (not email parsing) to prevent duplicate invoices.

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.

Clean up a dispatch dashboard in Google Sheets: stop duplicate rows, standardize formatting, show live wait time, and build a simple ETA model.

Unify tasks in Notion from Basecamp, Gmail, and Slack with one Tasks database, linked views, and automated intake. See the schema, views, and Zaps to use.

A practical Salesforce to Airtable migration plan for CRM and production tracking: object audit, table mapping, status logs, dashboards, and permissions.