Client onboarding is the #1 place businesses drop the ball.
Projects start messy, setup gets skipped, chaos follows.

We automated it → projects launch organized in under a minute, every time.

#automation #nocode #workflowautomation

🚀 Today’s automation win
Challenge: Modeling company hierarchies used to require scripts or massive junction tables.
Solution: Airtable’s NEW native backlinks now handle Parent ↔ Child links in one table—no scripts, no record bloat.

#automation #nocode #processautomation #CRM #Airtable

Part 2:
The trickiest part? Getting the Array Aggregator to format multiple products into QuickBooks' exact structure. Once you crack that data formatting, the whole workflow becomes magic ✨
Anyone else wrestling with API integrations like this?

Part 1: Just built a one-click invoice system that connects Airtable to QuickBooks 🚀
What used to take hours now happens in seconds. Sales team clicks a button in Airtable, invoice appears in QuickBooks with all the line items formatted perfectly. No duplicates, no manual entry.

Part 3:
Best part? Sometimes the "messy" solution that works with real constraints beats the "clean" direct path.

Multiple banks ➡️ organized records ➡️ actual financial visibility

Worth every hour of setup time

#tiller #airtable #make

Part 2:
The magic combo:
- Tiller handles those smaller banks others ignore
- Google Sheets as a buffer (disabled auto-sort)
- Smart deduplication checks before creating records
- Auto-maps to right LLC/accounts

No more manual reconciliation hell

Part 1: Just automated our multi-bank nightmare 🎉

Used to spend hours manually entering transactions from different LLCs across random regional banks. Built a Make.com flow that pulls everything into one clean process.

Game changer: Tiller + Google Sheets + Airtable

1/3

Part 2/2: The whole thing now runs hands-off - Excel comes in, gets parsed, converted to PDF, and flows right into their system. Went from manual headaches to seamless automation. What document chaos are you dealing with in your workflow?

Part 1/2: Solved a fun automation puzzle! Client was getting Excel purchase orders but couldn't preview them in Airtable after parsing. Built a Zapier flow that auto-converts them to PDFs so everything stays viewable. Sometimes the best solutions are just smart bridges between existing tools ✨

Part 3/3: Best part? It runs 24/7 without coffee breaks or "I forgot" moments. What manual process would you love to see run itself? 🤖

Part 2/3: Now when an invoice email hits: it auto-checks for duplicates, downloads from QuickBooks, files in Airtable, and updates the database. Zero human errors, nothing gets lost ✨

Part 1/3:
Ever spend your afternoons manually downloading invoices, updating spreadsheets, and making mistakes because your brain is fried? 😩 There's a better way...