n8n
Baserow + SendGrid: daily portfolio email briefings
Pull holdings from Baserow and send a clean portfolio briefing via SendGrid. No tab hopping…
Financial Reporting & Dashboards Workflows
Browse 49 Financial Reporting & Dashboards automation workflows
n8n
Docsumo to Excel, invoice data ready to use
Turn PDF invoices into clean Excel rows with Docsumo. Skip copy paste and formatting errors.…
n8n
Nanonets to Excel, invoices captured without typing
Turn invoice PDFs into clean Excel line items with Nanonets. Cut typos and rework, keep…
n8n
Instagram + Google Sheets, influencer ROI tracked daily
Track influencer ROI from Instagram into Google Sheets. Capture posts, mentions, and engagement consistently. Report…
n8n
Telegram exchange rate alerts you can trust daily
Get a clean exchange rate summary sent to Telegram from ExchangeRate-API. No tab hopping or…
n8n
Gold price updates to Telegram, formatted and ready
Get gold prices delivered to Telegram in a clean 24k, 21k, 18k table with USD…
n8n
OpenAI + PostgreSQL: clean bank transactions fast
Turn bank statements into clean, categorized transactions with OpenAI and PostgreSQL. No copy paste or…
n8n
Stripe to Google Sheets, custom fields you can trust
Send Stripe Checkout Session custom fields into Google Sheets automatically. No copying or cleanup. Get…
n8n
Google Sheets + OpenAI: track token costs per run
Log OpenAI token usage and costs into Google Sheets for every run. See totals, models,…
n8n
Mindee + Slack: invoice totals captured and routed
Invoice emails get read by Mindee and posted to Slack with the total. High value…
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