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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…
Financial Reporting & Dashboards Workflows
Browse 328 Financial Reporting & Dashboards automation workflows
n8n
Gmail + Telegram to Google Sheets, expenses logged
Expense emails from Gmail and notes from Telegram land in Google Sheets, categorized cleanly. Less…
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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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Pipedrive + Stripe: products and prices stay aligned
New Pipedrive products appear in Stripe with matching prices. Skip double entry and prevent broken…
n8n
YooKassa to Google Sheets, payments logged clean
YooKassa orders, payments, and refunds log into Google Sheets automatically. Keep tracking accurate, reduce mistakes,…
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Pipedrive to Stripe, clean customers after every win
When a deal is marked Won in Pipedrive, create or find the matching Stripe customer…
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QuickBooks + Email: daily sales anomaly alerts
QuickBooks Online totals are checked and emailed when sales look off. Spot drops or spikes…
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Docsumo to Excel, invoice data ready to use
Turn PDF invoices into clean Excel rows with Docsumo. Skip copy paste and formatting errors.…
n8n
Nanonets to Excel, invoices captured without typing
Turn invoice PDFs into clean Excel line items with Nanonets. Cut typos and rework, keep…
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Google Drive to Google Sheets, clean deposits fast
Pull bank statement PDFs from Google Drive, extract deposit rows, and log them in Google…
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