The problem
Billie’s Painting Solutions was processing purchase orders in QuickBooks, but every PO required multiple manual steps afterward; saving the PDF, creating the right folder in Google Drive, and filing the document by hand. Processing 40+ POs in an afternoon meant hours of repetitive work that kept the operations team stuck at a computer instead of managing jobs.
What I did
Built a Make automation that connects QuickBooks and Google Drive. When a PO is created, the PDF generates and files itself in the correct folder automatically triggered by the one step the team was already doing.
The result
4 steps became 1. 5-10 minutes became 10 seconds. The operations team reclaimed 25+ hours a month.