Building a lead source attribution dashboard for a lawn care business
How we closed the attribution gap for a lawn care company on Jobber: a web form to Jobber automation that captures the original lead source on every request, and a Looker Studio dashboard that breaks down revenue (not just lead count) by source and service line.
Folder Structure for New Matters
Every matter they create in Clio needs a specific folder structure created and tasks assigned. This would take more than 10 minutes per matter to do by hand, but our automation populates the entire folder structure and dynamically assigns tasks to the correct team members instantly.
Email Sync From Outlook to Clio
Keeping an organized record of emails pertaining to a case is important. The team uses FasterSuite to file emails from Outlook to Clio, but this is a manual process requiring them to choose the relevant matter every time they want to file an email. We used a series of heuristics to automatically file as many emails as possible for them, converting them from Outlook API's .eml format back into .msg format, which plays well with Outlook and also makes a preview available inside Clio. Attachments are also uploaded and filed with timestamps to make versioning clear.
Multi-Office Contact Sync
Because Clio only supports one 'location', the firm has had to make the difficult decision to open a new Clio account for each state they operate in. Now up to three states, that means 3 separate Clio accounts with their own data. To do proper conflict checks and keep an accurate list of contacts and clients, they needed to sync contacts, custom fields, and other data between accounts. This is a very complex process, but we automated it for them using n8n.
Weekly Recap System
Everyone hates having too many meetings. But the team needed a way to stay aligned on objectives from week to week. They replaced their Monday meeting with a sophisticated weekly recap system which is continually evolving to create more transparency and value. Each employee records a video on Loom on Friday and submits it in a form. We use Gemini to watch the videos, summarize them, and extract key information from the screenshare. We then take each department and summarize all their team's submissions together.
Order PO to Shopify Order Automations
The team receives purchase orders from many types of sources, often sent via email in files. We've taken their top order sources outside of their website and created automations to automatically create corresponding Shopify orders and reply to the customer. Now, dozens of orders per week are automatically showing up in Shopify, freeing up account managers to focus on what they do best instead of manually entering orders.
Accounting/Finance Automations
B2B orders come with all kinds of edge cases and unique processes to consider. One of their big problems is invoicing clients at the right time, staying on top of overdue invoices, and ensuring things proceed smoothly from order, to fulfillment, to accounting. This automation below is one example: It reconciles all open invoices daily to double check their status, if they've shipped, etc. It takes action where it can, and reports any anomalies to the team in an email and Salesforce dashboard.
Creating a Jobber Data Dashboard
How Datos Operations built an automated reporting dashboard for Graffitico, a field service company — overcoming Jobber's API limitations using n8n, Retool, Hookdeck, and Google Sheets.
Saving Righteous Felon $600/mo by migrating to N8N
Our client Righteous Felon Craft Jerky is a boutique distributor of all-natural, high protein meat snacks. They work with businesses like hotels, airlines, independent grocers, and national retailers like Costco, Sprouts, Wawa, and Ralphs to offer their snacks to customers, and provide their clients with a customized experience that makes ordering, delivery, and inventory management […]
Streamlining Legal Operations: Migrating from Keap to Lawmatics
A highly-rated estate planning law firm* based in Newport Beach, California approached us with a common problem: their current CRM, Keap, was no longer meeting their needs. The system was slow and cumbersome to use, lacking in critical features, and unable to serve as both a CRM and case management system.
Building a custom checkout and donation-based sponsor-matching system
“I hired Gio and his team at Datos to help me launch an online course. From the beginning I found Gio (and his team) to be professional and stellar communicators. Beyond that was his knowledge of a world I could not have navigated on my own. Gio was able to put resources together that had […]
Transferring Frump Fighters from Zapier to N8N
We worked with Frump Fighters to move their existing automations from Zapier to N8N while taking care to exactly match or exceed current functionality, while also avoiding missing any users who purchased while the migration occurred.
Implementing HubSpot for 300+ employee tech company
Implemented HubSpot for a tech company with complex systems and multiple sources of data. The challenge: Set up a system that works seamlessly with 3-4 other email marketing systems for the same company Figure out how to import complex data from a variety of sources into the HubSpot system with an API and map it […]
Integrating Calendly with ActiveCampaign
My client uses Calendly to schedule calls, and they’re the most important activity that leads to a high-ticket sale. Calendly can integrate with our email system, ActiveCampaign, through Zapier. However, what you can do with just Zapier is pretty limited in this case. I wanted to go a few steps further, so I wrote some […]