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Stripe + Slack: safe answers and approved coupons
Answer Stripe questions in Slack with masked summaries for balance, charges, and customers. Reduce interruptions…
Financial Reporting & Dashboards Workflows
Browse 278 Financial Reporting & Dashboards automation workflows
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Gmail to Google Sheets, invoices logged and filed
Invoice attachments from Gmail are saved to Google Drive and logged in Google Sheets, with…
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Google Sheets + Telegram: instant finance comparisons
Turn Google Sheets data into period vs last month and last year comparisons via Telegram.…
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Gemini + Microsoft Outlook: monthly reports, ready
Turn SQL results into an executive ready HTML dashboard with Gemini insights, sent via Microsoft…
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OVH to Google Sheets, invoices tracked and filed
Log OVH invoices into Google Sheets and file each PDF in Google Drive. No login…
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OpenAI + Google Sheets, contract risks logged clean
OpenAI reviews contracts and logs risk notes in Google Sheets. Catch risky clauses early, route…
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Telegram to Google Sheets, expenses logged for you
Send expense notes in Telegram and see them land in Google Sheets cleanly categorized with…
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Revit to Excel, priced BIM costs with exec summary
Turn Revit or IFC quantity exports into a priced Excel cost report plus an HTML…
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Slack to PostgreSQL, instant finance answers in chat
Ask finance questions in Slack and pull the right numbers from PostgreSQL. No hunting tables…
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Google Sheets to Gmail, CEO-ready approval packs
Turn conference requests into a CEO-ready approval pack using Google Sheets and Gmail. Fewer follow-ups,…
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