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Google Sheets + Telegram, invoice entry done for you
Invoice photos and PDFs become clean rows in Google Sheets, then Telegram sends a quick…
Financial Reporting & Dashboards Workflows
Browse 328 Financial Reporting & Dashboards automation workflows
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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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OpenAI images to Google Drive, logged in Sheets
Generate OpenAI images and store them in Google Drive, then log links, thumbnails, and costs…
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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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Telegram to Google Sheets, stress free budget tracking
Log expenses by sending a Telegram message to Google Sheets. Get budget warnings as you…
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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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QuickBooks + Slack, invoicing updates without chasing
QuickBooks Online tasks run from an AI agent and key updates post to Slack. Fewer…
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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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