Prompts
Fix Cash Flow Gaps with this AI Prompt
Cash runway shrinking fast - use this AI Prompt to diagnose leaks, prioritize fixes, and…
Financial Reporting & Dashboards Workflows
Browse 314 Financial Reporting & Dashboards automation workflows
Prompts
Portfolio Risk Review Report AI Prompt
Hidden portfolio risks piling up - a ready-to-use AI Prompt that delivers a multi-asset risk…
Prompts
Build a Fraud Risk Assessment Plan with this AI Prompt
Fraud risks feel unclear - use this AI Prompt to run phased ACFE assessments, flag…
Prompts
Build a Multi-Generation Wealth Plan AI Prompt
Finances feel chaotic - this AI Prompt builds a numbers-first wealth plan with one-question discovery,…
Prompts
Build a Behavior-Based Household Budget with this AI Prompt
Budget plans fail from real life spending - this AI Prompt builds a behavior-aware household…
Prompts
Build a Crisis-Ready Portfolio Risk Review AI Prompt
Risk stats feel misleading - a proven AI Prompt that compares unstable investments with stress…
n8n
Supabase + Telegram, receipts to totals in chat
Upload travel receipts in Telegram and store OCR text in Supabase. Fewer follow ups and…
n8n
Google Sheets to Gmail, weekly sales forecasts sent
Turn Google Sheets history into a reliable weekly sales forecast and email it via Gmail.…
n8n
Google Sheets + Slack: stock alerts on every order
Check inventory in Google Sheets whenever an order arrives, then alert the right Slack channel…
n8n
Google Sheets + Slack: contract renewals never missed
Track vendor renewals in Google Sheets and get Slack alerts for expiring contracts. Approvals stay…
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