Paul Jozsef Counselling & Coaching saves 60 hours a year by streamlining operations using Zoho Flow

The company

Paul Jozsef Counselling & Coaching is a Montreal-based counseling and therapy business that provides psychological and emotional health support for adults. They conduct therapy sessions for their clients, mainly focusing on anxiety, anger, depression, relationship issues, men’s issues, and spiritual or life-meaning concerns.

The challenge: Moving client data across apps was repetitive and mundane

The owner of the practice, Paul, manages a team of therapists, who conduct sessions for their clients. Once a session concludes, the therapists are required to fill in a form with the client and session details. They created these forms using Zoho Forms—but to organize and manage the information efficiently, they used Google Sheets.

The hassle in this process was manually moving the form data from Zoho Forms to Google Sheets for every single session, and this took a considerable amount of time every week. On top of that, it was a repetitive process, which, while important, also affected the productivity of their business.

The solution: Seamless transfer of data across apps

When Paul came across Zoho Flow, he thought it could be a solution to this problem. Using Zoho Flow, they built a simple integration between Zoho Forms and Google Sheets to enable a seamless flow of data across these apps.

This workflow automatically created a new row in Google Sheets when a new form entry was made in Zoho Forms by the therapist. This not only saved time but also streamlined their data transfer and eliminated the manual effort involved in this process.

"Before Zoho Flow, I had to do everything by hand. Moving data across applications manually was time-consuming and clunky. With Zoho Flow in the picture, I streamlined the whole operation, saving time every week."

Paul Jozsef,Owner,Paul Jozsef Counselling and Coaching

The challenge: Manually generating monthly remittance

Paul Jozsef Counselling and Coaching sends remittance statements to their therapists at the end of every month. Being the owner, Paul manually created drafts of the remittance statements for every therapist using the details that he manages on Notion. He then shared it with them through Gmail. This became a hassle as well, because he had to do it for every counsellor every month, without fail.

The solution: Automated remittance generation through integration

With Zoho Flow, they set up a workflow that triggered on the last day of every month using a schedule trigger. This workflow uses the data in Notion to create relevant remittance statements for the therapists as a draft in Gmail. All Paul has to do is get up in the morning, skim through the drafts, and hit send. The whole process of creating remittance statements has been handed off to this automation.

Benefits and ROI

Running a small business involves manually doing many repetitive tasks that can slow down processes. But with an integration platform like Zoho Flow, Paul was able to streamline operations, saving himself time and effort, and creating a seamless experience with his work.

He typically spent hours every month moving his therapy session details from Zoho Forms to Google Sheets. Now, with the help of Zoho Flow, he saves a day's worth of work every month.

"Zoho Flow saves me a lot of time and effort. With my workflows set up, when I wake up in the morning, the repetitive tasks that I used to have to do manually are done for me automatically."