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Slack + OpenAI: PDF summaries and alerts you trust
New PDFs get summarized by OpenAI and sent to Slack as clear alerts. No more…
Financial Reporting & Dashboards Workflows
Browse 49 Financial Reporting & Dashboards automation workflows
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Nasdaq to APITemplate.io, Bitcoin PDF reports ready
Pull Bitcoin on chain metrics from Nasdaq and generate a polished PDF with APITemplate.io. Fewer…
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D&B PDFs to Google Sheets, clean credit fields fast
Pull Dun and Bradstreet report PDFs by DUNS and extract key scores with OpenAI. Log…
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Airtable + CoinGecko: crypto portfolio snapshots
Keep your Airtable crypto tracker updated with CoinGecko prices. Get consistent holdings values and a…
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Google Sheets + Telegram: crypto rates logged for you
Log BTC and ETH rates into Google Sheets and get Telegram updates. Keep bid ask…
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TronScan to Google Sheets, deposit checks done
Track USDT TRC20 deposits from TronScan into Google Sheets. Avoid missed transfers and messy screenshots.…
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Gmail to Google Sheets, invoices captured cleanly
Invoice emails in Gmail become clean rows in Google Sheets with files stored neatly. Reduce…
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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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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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Google Sheets to Gmail, monthly finance reports done
Turn Google Sheets transactions into a clear monthly finance report via Gmail. Consistent totals, smart…
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