Use Case

Streamlining Operations with Automation Solutions

Revolutionizing operations with advanced automation workflows, enhancing efficiency and reducing manual errors.

Case Study

Industry

IT & Services (SaaS)

Platform

Retool

Type

Automation workflows

Business Outcome Client Intro Challenges Solution Technology Stack

Business Outcomes

Increased operational efficiency by 40% through automation.

Reduced error rates by 30%, minimizing delays.

Saved 20 hours per week in manual tasks.

Enhanced data accuracy across platforms.

Improved interdepartmental communication flow.

Client Intro

Challenges

Disconnected systems: Lack of integration caused inefficiencies.

Manual tasks: High volume of repetitive work.

Error-prone processes: Increased chances of mistakes.

Time-consuming workflows: Slowed down operations.

Interdepartmental delays: Caused by manual task dependencies.

Complex data management: Challenges in data consolidation.

Solution

By leveraging Make.com, we automated key processes to streamline operations, reduce manual tasks, and improve accuracy. This involved creating efficient data workflows, automating routine tasks, and ensuring seamless integration across platforms.

Jira Automation: Created issues from HTTP/webhooks.

Zendesk to QuickBooks: Automated invoice generation.

Daily Reporting: Consolidated Jotform and Twilio data.

Bulk Email Pipeline: Integrated Supabase and Postmark.

Data Routing: Established webhook-based orchestration flows.

Business Rules: Automated triggering of downstream scenarios.

Technology Stack

Automation: Make.com

Integration: Webhooks

Backend: Supabase

Email: Postmark

Data Consolidation: Google Sheets

Telecoms & ISP

Designed the full PostgreSQL database architecture from scratch, then built a multi-tab admin panel centralizing user management, content, transactions, and media for a growing ISP.

Real Estate & Construction

Replaced a fragmented spreadsheet system with a centralized Retool platform — covering lease management, tenant communications, and payment tracking in one place.

Sales Automation

Built an AI-powered outreach CRM using OpenAI and Retool — enabling the sales team to run personalized iMessage campaigns at scale with automated follow-ups, tracking, and Stripe billing.

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