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Power BI + Slack: refresh status you can trust
Trigger a Power BI dataset refresh and review recent refresh history in one run. Get…
Financial Reporting & Dashboards Workflows
Browse 278 Financial Reporting & Dashboards automation workflows
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Square to Google Sheets, daily sales summary ready
Send Square sales totals into Google Sheets for every location. Skip zero sales stores and…
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Google Sheets + Slack: daily cash flow snapshot
Track cash flow without manual checks. Payments roll into Google Sheets and a Slack summary…
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Google Sheets + Slack, tax deadlines flagged early
Google Sheets tracks every tax due date and Slack alerts only when action is needed.…
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Google Sheets + Gmail: invoice follow ups made easy
Track overdue invoices in Google Sheets and create polished Gmail follow up drafts based on…
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Google Sheets + Slack: payroll runs without chaos
Pull payroll inputs from Google Sheets, calculate net pay, generate PDF payslips, email staff, and…
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Anthropic + Slack: premium alerts that hit fast
Use Anthropic to score telematics risk and send Slack alerts for high risk cases. Keep…
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Google Drive to Google Docs, SEC filing briefs ready
Turn SEC filings into structured briefs saved in Google Drive as Google Docs. Keep research…
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Slack + Google Sheets for claims leakage detection
Flag claims leakage and route high risk cases to Slack while logging audit ready findings…
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Gmail to Google Sheets, invoices captured cleanly
Invoice emails in Gmail become clean rows in Google Sheets with files stored neatly. Reduce…
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