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Airtable + Notion: client onboarding on autopilot
Send leads, bookings, and payments into Airtable and Notion automatically. Keep statuses aligned, reminders sent,…
Finance & Accounting Workflows
Browse 75 Finance & Accounting automation workflows
n8n
Airtable + CoinGecko: crypto portfolio snapshots
Keep your Airtable crypto tracker updated with CoinGecko prices. Get consistent holdings values and a…
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Typeform + Google Sheets: event follow-ups handled
Typeform signups land in Google Sheets with confirmation and follow-up emails ready. Track who paid…
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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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Airtable to QuickBooks, approved expenses logged
Send approved Airtable expenses into QuickBooks with receipts attached. Keep statuses accurate and reduce entry…
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Google Sheets to QuickBooks, sales receipts done right
New Google Sheets rows create QuickBooks Online Sales Receipts with the right customer. Fewer duplicates…
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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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Google Drive to Google Sheets, data entry handled
New files in Google Drive get sorted and key fields extracted into Google Sheets. Keep…
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Airtable + QuickBooks: invoices sent without rework
Turn approved Airtable deals into QuickBooks invoices and Stripe payment links. Cut copy paste errors…
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WhatsApp to Google Sheets, receipts logged for you
Send receipt photos in WhatsApp and see them appear in Google Sheets. No typing vendors…
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