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Microsoft SQL to Excel, clean exports without rework
Export Microsoft SQL results to CSV and open cleanly in Excel. No messy headers or…
Financial Reporting & Dashboards Workflows
Browse 328 Financial Reporting & Dashboards automation workflows
n8n
Airtable + Slack: ROI by lead source, sent daily
Turn Airtable deals into a daily Slack ROI snapshot by lead source. See which channels…
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Google Sheets + OpenAI: cleaner invoice matching
Match invoices to bank transactions in Google Sheets with OpenAI. Flag mismatches and maybes automatically.…
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Elasticsearch to Google Sheets, shareable reports fast
Turn Elasticsearch searches into clean CSV reports and log them in Google Sheets. No messy…
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Telegram to Google Sheets, a cleaner trade journal
Send trade notes in Telegram and log them in Google Sheets with clean fields and…
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Xero meets FileMaker for always current invoices
Sync Xero invoices, payments, and contacts into FileMaker as changes happen. No reexports or data…
n8n
Google Sheets + Slack: clear AI token cost tracking
Log AI token usage and tool calls into Google Sheets, with Slack alerts for cost…
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Telegram + Firefly III: receipts logged, budgets ready
Send receipt photos and PDFs in Telegram and keep Firefly III updated automatically. Fewer missed…
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Stripe to HubSpot, total spend always on contacts
Sync Stripe charges into HubSpot as a single total spend field per contact. Segment and…
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QuickBooks + Slack: invoice updates your team sees
QuickBooks invoice updates post to Slack as they happen. Keep sales and finance aligned, reduce…
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