Author: Benjamin Baez

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  January 15, 2026

  Circle to Mailchimp – Membership State Sync Automation

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  January 15, 2026

  LOS – OpenAI Financial Auditor

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  January 15, 2026

  Launch Application to Quantum – Make.com

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  October 3, 2025

  Automating Calendly Scheduling with Zapier

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  September 1, 2025

  Past-Due Invoice Manager (14-Day Reminder) — Zapier

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  September 1, 2025

  Auto-Purge Old Records (90-Day Cleanup) — Zapier Tables

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  August 31, 2025

  Automated 90-Day Re-Engagement Emails (Zapier + CIN7 + Outlook )

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  July 5, 2025

  Automation for Clinical Documentation: 12 ACS Case Tracker for Therapists

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  July 5, 2025

  Automated Client Intake Workflow for a Therapy Practice

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  July 4, 2025

  Automating Pest Control Agreements from Square Appointments