Process Automation & Integration
Automate tasks and integrate with other tools to save time
What we offer
Delight Your Team with Automation and Integrations
AirOps Consulting helps clients automate complex workflows, tasks, and processes to save time. Integrations allow clients to integrate their workflows with thousands of other applications and software solutions to eliminate manual data entry. We are also a certified Zapier partner.
Step 1
Automation Strategy and Design
The first step allows our client's internal team and AirOps Consulting to be entirely aligned on the process and what the automations and integrations need to achieve. Our goal is to be strategic about how to set up automations and integrations to run reliably.
Step 2
Build Automations and Integrations
The second step is for the AirOps Consulting team to build the database by configuring supporting fields, setting up automations, and integrations. The client team and AirOps team will have periodic meetings to test the automations and integrations.
Step 3
Team Training and Support
The third step of our projects is to train the client team on how to use their automations and integrations. AirOps Consulting can also provide ongoing support and training to the client through a monthly retainer.
How we help
OUR CUSTOMERS
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SALES | MARKETING | OPS | LEADERSHIP
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How we help
COMMON USE CASES
Some of our most common Process Automation and Integration use cases.
Automatically Generate Documents
Automatically create quotes, contracts, receipts, and invoices for clients with the click of a button to save time and reduce errors
Shopify Integration
Integrate Shopify with Airtable using AirPower to enable you to manage product information, customers, and orders in one Airtable database. Create a single source of truth for your online business.
Donation Tracking
Create a donation tracking system that tracks donations from government, corporate and individual donors by integrating with Stripe and Paypal. Create accurate and real-time reporting to quantify impact to executive directors and the board.
Contract Renewal Notifications
Support the sales and legal teams by getting ahead of contract renewals. Notify internal teams or clients of contract expiry weeks in advance to help the team get ahead and stay organized.
Revenue and Expense Tracking
Track your financial transactions by integration with Quickbooks to keep on top with finances with a custom-designed database built for your team's needs.
Google Suite Integration
Integrate your Google calendar, email, docs, and spreadsheets with Airtable to maximize your team’s efficiency
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Consistent, smart, thinks up stuff you never thought about.
Cherry is a consummate professional when it comes to Airtable and business in general. She has been working as a part of my team for several months now to create and launch an amazing new CRM for my business. I am thrilled with her results.
Jason Ford
Owner, Property Problem Solvers
Get answers
Frequently Asked Questions
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Explore Our Services
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About AirOps Consulting
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