Use Case

Streamlining Operations with Automation Solutions

Automated workflow platform connecting Jira, Zendesk, QuickBooks, and more. Saved 20 hours weekly, reduced errors 30%, and increased efficiency 40%.

Case Study

Automation Hub

Industry

IT & Services (SaaS)

Platform

Retool

Type

Automation workflows

Business Outcome 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

Business Intelligence

Replaced manual weekly reports with live dashboard giving leadership instant visibility into sales, operations, and KPIs. Increased decision-making speed 40%.

Analytics & Operations

End-to-end analytics system automating data consolidation and KPI visualization. Eliminated manual exports, improved sales tracking 35%, enhanced productivity gap identification by 50%.

Sales Automation

Built a subscription CRM platform using Retool enabling sales teams to run personalized iMessage campaigns with AI auto responses, achieving 3× higher open rates.

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