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Jira + Gmail: billing summaries sent with missing logs
Turn Jira time logs into clear billing summaries sent via Gmail. Catch missing hours early,…
Financial Reporting & Dashboards Workflows
Browse 38 Financial Reporting & Dashboards automation workflows
n8n
Square to Outlook, month end sales CSV emailed
Square sales summaries export to a clean CSV and arrive in Microsoft Outlook automatically. No…
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Square to Gmail, month end sales CSV sent for you
Get a monthly Square Sales Summary CSV sent via Gmail for all locations. No exporting,…
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Square to Microsoft Outlook, weekly sales CSV sent
Square sales summaries arrive by Microsoft Outlook as a clean CSV for all locations. No…
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Square to Gmail, weekly sales CSVs sent for you
Square sales totals are compiled into a clean CSV and emailed via Gmail. No exporting…
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Excel + OpenAI, catch missed rent payments fast
Bank statements and your Excel rent ledger get reconciled with OpenAI. Flag late, missed, or…
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Qdrant + OpenAI: always current answers from PDFs
Keep Qdrant aligned with your PDF folder using OpenAI for Q and A. New, updated,…
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Square to Outlook, daily sales CSVs sent for you
Get a Square sales report emailed via Microsoft Outlook as a clean CSV. No exporting…
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Google Docs + Airtable: client-ready property reports
Turn any property address into a polished Google Docs report, logged in Airtable and sent…
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Airtop + Gmail: daily PG&E cost updates in your inbox
Airtop pulls your PG&E usage and costs, then Gmail emails a clean daily snapshot. Catch…
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