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Gmail to Google Drive, invoices filed and logged
Invoice emails in Gmail are saved to Google Drive and logged in Google Sheets automatically.…
Financial Reporting & Dashboards Workflows
Browse 187 Financial Reporting & Dashboards automation workflows
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Squarespace to Google Sheets, orders logged clean
Send Squarespace orders into Google Sheets automatically. Keep sales reporting accurate, with consistent columns and…
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Google Drive to Supabase, clean Revolut expenses
Revolut CSVs in Google Drive become clean, categorized rows in Supabase. No messy exports or…
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Google Sheets to Telegram, daily portfolio updates
Get portfolio summaries from Google Sheets sent to Telegram. Keep one source of truth, reduce…
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Slack + Airtable: consistent tenant risk scoring
Score tenant risk consistently and route the right alerts in Slack while logging every decision…
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Slack + Google Drive: purchase orders done right
Create purchase orders with OpenAI, send approvals via Gmail, and store PDFs in Google Drive.…
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Google Drive + Slack for month end P&L reports
Generate board-ready P&L PDFs, archive them in Google Drive, and alert your team in Slack.…
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Google Drive to Google Sheets, clean OCR tables
Pull PDFs and images from Google Drive, run Mistral OCR, and send clean tables into…
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SEC EDGAR to Google Sheets, Form D filings logged
Track SEC Form D filings without daily EDGAR checks. New EDGAR entries land in Google…
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Slack to Google Sheets, effortless expense tracking
Log expenses in Slack and keep Google Sheets updated with approvals. Track cash, cards, and…
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