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Google Sheets + Gmail for faster expense approvals
Log every expense in Google Sheets and route approvals through Gmail. Cut back and forth,…
Financial Reporting & Dashboards Workflows
Browse 34 Financial Reporting & Dashboards automation workflows
n8n
PostgreSQL to Google Sheets, churn risk spotted early
Pull churn signals from PostgreSQL into Google Sheets, then send escalations via Gmail and Discord.…
n8n
Slack + Google Drive: purchase orders done right
Create purchase orders with OpenAI, send approvals via Gmail, and store PDFs in Google Drive.…
n8n
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.…
n8n
Google Sheets to Gmail, monthly finance reports done
Turn Google Sheets transactions into a clear monthly finance report via Gmail. Consistent totals, smart…
n8n
Gmail + Google Drive statements, sent and filed clean
Generate branded customer statement PDFs, email via Gmail, and archive in Google Drive. Reduce month-end…
n8n
Jotform to Google Sheets, invoice data without retyping
Turn Jotform PDF invoice uploads into clean rows in Google Sheets. Reduce typos and missed…
n8n
Google Sheets + Email for faster quote comparisons
Turn vendor quotes into a clean comparison table in Google Sheets, then email stakeholders a…
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Baserow + SendGrid: daily portfolio email briefings
Pull holdings from Baserow and send a clean portfolio briefing via SendGrid. No tab hopping…
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Stripe + Shopify in your inbox, calm morning brief
Stripe, Shopify, and Google Calendar roll into one calm email. Track cash, orders, invoices, and…
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