Operations · workflows we automate

Repetitive operations work,
automated.

Spion records the repetitive operations work done by hand — daily data syncs, board reporting, record reconciliation, weekly status round-ups — and turns each into a ready-to-run automation across Claude, Workato, Make, Zapier or n8n. Here are the ops workflows we automate most.

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By The Spion teamLast updated June 14, 2026Recorded by you, not imposed on you
Case 13~10 min/day → 0

Sync HubSpot to Google SheetsDaily

The shared sheet, always current.

View workflow →
What Spion observed
  1. Export deals from HubSpot.
  2. Paste into the live sheet the team relies on.
2 steps · ~10 min · daily
What Spion runs
  1. Scheduled pull; upsert into the sheet so it stays live with zero touches.
Unattended · daily
The Make scenarioGet ↓
Trigger · Schedule, every day at 07:00.

1. HubSpot · Search deals updated in the last 24 hours (all properties).
2. Iterator · loop each deal.
3. Google Sheets · Search "Live Pipeline" by deal ID, then update or add the row.
4. Google Sheets · write the last-successful-sync timestamp to the header cell.
5. On error · post the failure to #ops-alerts so a silent gap never goes unnoticed.
Best exportMake or Workato.
Case 14~40 min/qtr → 0

Compile the quarterly KPI / board report5 tools → Sheets → Slides

You narrate it; Spion builds it.

View workflow →
What Spion observed
  1. Pull numbers from five tools.
  2. Assemble in the master sheet.
  3. Reconcile mismatches.
  4. Build the slides.
4 steps · ~40 min · quarterly · error-prone
What Spion runs
  1. Pull all sources.
  2. Assemble the sheet.
  3. Push figures into the board deck.
  4. Flag any quarter-over-quarter delta beyond a threshold.
4 steps · unattended
The Workato recipeGet ↓
Trigger · Scheduler, first business day of the quarter 07:00.

1. Connectors · pull each KPI from its source (revenue, pipeline, NRR, CAC, headcount) into "Board Metrics".
2. Formula · compute quarter-over-quarter change per metric.
3. Google Slides · update the linked figures and charts in the board deck.
4. Formula · flag any metric beyond its threshold and list it for narration.
5. Slack · notify #leadership that the deck is refreshed, with the flagged metrics.
Best exportWorkato or Make; Claude for the narrative.
Case 15~20 min/wk → 0

Reconcile recordsSalesforce vs the billing system

Catch the mismatches before they cost you.

View workflow →
What Spion observed
  1. Export both systems.
  2. VLOOKUP for mismatches.
  3. Investigate.
3 steps · ~20 min · weekly
What Spion runs
  1. Pull both.
  2. Diff on the key fields.
  3. Flag mismatches to #ops with both values.
3 steps · unattended
The Make scenarioGet ↓
Trigger · Schedule, every Monday 06:00.

1. Salesforce · Query accounts: name, plan, MRR, status.
2. Billing system · Get subscriptions: plan, MRR, status.
3. Array aggregator · match on account ID and diff each field.
4. Router · keep only the mismatches.
5. Slack · Post each mismatch to #ops with the Salesforce and billing values side by side.
Best exportMake or Workato.
Case 16~20 min/wk → 0

Write the weekly status round-upJira + Asana + Linear → summary

What moved, what's blocked, in one place.

View workflow →
What Spion observed
  1. Open each tool.
  2. Copy done / in-progress / blocked.
  3. Write the summary.
3 steps · ~20 min · Fridays
What Spion runs
  1. Pull each tool's week.
  2. Have Claude write the "what moved / what's blocked" summary.
  3. Post it.
3 steps · unattended
The Claude promptGet ↓
Role: Program operations lead.
Input: this week's items from Jira, Asana, and Linear (closed, in-progress, blocked).

Build this workflow:
1. Pull items closed, in-progress, and blocked this week from all three tools.
2. Group by team and status, de-duplicating anything tracked in two tools.
3. Write a tight summary: what shipped, what's on track, what's at risk, and what's blocked and on whom.
4. Call out every blocked item older than five days as needing escalation (added by Spion).
5. Post to #weekly-status with a one-line headline per team above the detail.
Best exportClaude for the summary; n8n/Zapier to gather + post.
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Questions

Most people we record have five or six rituals like the ones above.

Repetitive browser work: CRM and data entry, recurring reports, onboarding and offboarding, reconciliation, lead routing, and ticket triage. If you do it the same way in your browser more than once a week, Spion can usually record it.

No. You record the task once; Spion writes the automation for you to drop into Claude, Workato, Make, Zapier, or n8n — or gives you a step-by-step PDF guide instead.

Spion records whatever you do in the browser, so any web app works — Salesforce, HubSpot, Google Sheets, Slack, Jira, Zendesk, QuickBooks, NetSuite and the rest. The export targets your automation platform of choice.

Your recordings and saved workflows live in your browser. Captured steps are sent only to generate your suggestion and aren't stored on Spion's servers afterward. Full details in our Privacy Policy.

Most people we record have five or six repeating rituals like the ones on this page.

Free for 5 recordings a month, with every export format and full AI analysis included. Pro is $9/mo (20 recordings) and Ultra is $19/mo (50). Paid plans add volume, not features. See pricing.

Record one ritual.
Retire it for good.

Pick the workflow you do most. Record it once, and Spion exports the automation — recorded by you, not imposed on you.

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