# Case Study

A misconfigured pagination parameter caused 5,000+ duplicate time entries in a QuickBooks automation. Here's how we diagnosed and fixed the STARTPOSITION bug.

Stop using email to manage client workflows. See what modern clients expect and how a boutique advisory firm used a client portal to cut follow-ups and scale.

Learn the crawl-walk-run methodology for automation projects. Discover why starting simple beats building the perfect system, with real consulting examples from 400+ implementations.

Art gallery automated onboarding for 300+ employees using Tally forms, Zapier webhooks, and Notion database. Department-specific workflows included.

Elizabeth Glaser Foundation automated research and design approvals in Airtable. Status tracking, deadline reminders, and SharePoint integration included.

B2B SaaS company learned to sync HubSpot qualified leads to LinkedIn Conversion API using Zapier. Attribution and retargeting strategy included.

UNCF marketing team automated event project creation in Hive using form detection and smart workflows. Built in 4 hours with full training.

Harry Batten bakery automated 150+ monthly Shopify orders into Airtable using PipeDream. Custom cake orders organized by delivery date automatically.

Global B2B team learned how to connect LinkedIn, Marketo, and Microsoft Dynamics with Zapier. Step-by-step walkthrough for enterprise adoption.

Faith-based nonprofit automated book fulfillment using WooCommerce, Givebutter, and Airtable. Recurring donations and inventory tracking included.

Professional network automated member onboarding and trial conversions using Slack, Zapier, and HubSpot. Native Slack campaigns that feel personal.

Kitty of Angels scaled from 177 to 400+ cats using a custom Airtable portal with Softr and Zapier. See how automation transformed their operations.