Case study: AI workflow automation
Process automation connecting Jira, Zendesk and QuickBooks
Routine data entry and hand-offs between departments automated across the tools the team already used.
Overview
A software services company needed help with this: routine data entry and hand-offs between departments automated across the tools the team already used.
The problem
The client faced inefficiencies due to disconnected systems and manual processes. This led to time-consuming tasks and error-prone operations, affecting overall productivity and causing interdepartmental delays.
- 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.
What we built
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 smooth 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.
How it works
The system runs on the tools listed below. Platform names appear here and in the stack, so you can see exactly what was used.
- Automation: Make.com
- Integration: Webhooks
- Backend: Supabase
- Email: Postmark
- Data Consolidation: Google Sheets
Result
- Increased operational efficiency through automation.
- Reduced error rates, minimizing delays.
- Enhanced data accuracy across platforms.
- Improved interdepartmental communication flow.
Related
This project is an example of ai workflow automation. If your team has a similar workflow, the pages below explain how we approach it, and the neighbouring case studies show the same ideas in other businesses.