The bottleneck: invoices landed in a shared inbox, and someone had to log into a system, find the right record, and click approve. With a busy team, that step got delayed constantly.
I built a one-click email approval flow. When a new...
Sales calls are goldmines of information that almost nobody actually uses.
A client was recording every discovery call but the insights just sat in transcripts — no one had time to read 30+ calls a week. Their CRM notes were whatever the rep remembered to type before moving on.
An enterprise team was manually creating projects in their work management platform from ERP jobs every day — cross-checking for duplicates and entering data one by one, at high volume.
I built a Make.com automation that runs daily at 9:00 AM,...
Closed Won → Cross-Team Notification & Asset Creation
When a deal closed in Salesforce, five different teams needed to be notified and begin work — but the handoff was entirely manual. Things fell through the cracks, kickoffs were delayed, and no one had a single source of truth.
The finance team was manually recreating every vendor bill from Worksuite into QuickBooks — a slow, duplicated process that delayed payments and frustrated accounting staff.
I built an automation that detects new bills in Worksuite,...