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Workflows people have built and shared. Copy one and make it yours.
Weekly revenue up-or-down email
Every Monday, totals last week's revenue from your sheet, says if it is up or down on the week before, and explains a rise.
Weekly failed subscription payments with follow-up notes
Every Monday, emails the subscription payments Stripe couldn't collect, with a drafted follow-up for each.
Verify the vendor behind a bank or card line
The engine behind the bank-line checks: finds who a feed line was paid to, what they do and what it was likely for, or says it could not.
Vendor approval by spend
Sends a new vendor request to the department head, adds finance for $10,000 or more a year, then logs approved vendors.
Thank customers when they pay a QuickBooks invoice
Emails a thank-you when an invoice is paid, and tells Slack about payments of $10,000 or more.
Thank customers for paid Stripe invoices
When a Stripe invoice is paid, emails the customer a thank-you and tells Slack about invoices of $5,000 or more.
Tell Slack and log a sheet row when a subscription ends
When a Stripe subscription ends, posts who left, what they paid and why in Slack and logs it in a sheet.
Tell finance about every Stripe refund
Posts each full or partial Stripe refund in Slack and adds it to a refunds sheet.
Refund customers after finance approves
Asks your finance manager to approve each refund request in a sheet, then refunds the payment in Stripe and marks the row.
Turn receipts and invoices into expense rows
Reads each receipt or invoice you link, pulls out supplier, date, total and tax, and adds a row to your expenses sheet.
Turn a price list into Stripe payment links
Creates every product in your price list in Stripe and records its shareable payment link on a tab, never twice.
Monthly spend against budget
On the 1st of each month, emails finance the spending categories that went over budget last month.
Monthly revenue summary from Stripe
On the 1st, emails last month's revenue, number of payments and biggest customer.
Monthly revenue and refunds to a sheet
On the 1st, adds last month's revenue, refunds and average order to a sheet and emails the CFO.
Email finance what each customer owes in overdue invoices
On the 1st, emails finance each customer with overdue invoices and what they owe, plus the total.
Monthly FreshBooks overdue reminders, with approval for large invoices
On the 1st of each month, emails clients whose FreshBooks invoices are 30+ days overdue; anything over $5,000 is approved first.
Email last month's profit and loss for each department
On the 3rd of each month, emails you last month's profit and loss for each department, or for the whole business, with AI commentary.
Monthly email of Chargebee invoices 30 days overdue, by customer
On the 1st of each month, emails finance the Chargebee invoices more than 30 days past due, with each customer's total owed.
Monthly client invoices
On the 1st of each month, makes a PDF invoice for every active client in your sheet and emails it to them.
Email the vendor bills due this week
Every Monday, emails finance the unpaid QuickBooks bills due within 7 days or overdue, with the total.
Monday email of overdue Xero invoices
Every Monday, emails the Xero sales invoices past their due date, oldest first, with the total still owed.
Log Stripe payments and say thanks
Adds each new Stripe payment to your revenue sheet in Google Sheets, then emails the customer a thank-you from Gmail.
Log Outlook invoices in Excel and approve the big ones
Reads invoices emailed to your Outlook inbox into an Excel log, and asks your finance manager to approve any over $5,000 first.
Log the key terms of emailed contracts in a sheet
Reads emailed contract attachments and logs vendor, cost, renewal and notice terms.
Get approval for large QuickBooks bills
When a bill over $5,000 is entered in QuickBooks, asks your finance manager to approve it and tells Slack.
File emailed invoices and approve the big ones
Reads each invoice emailed to you, files it in a Bills sheet, and sends large or unreadable ones to finance for approval first.
File Dropbox invoices in a bills sheet
When an invoice lands in a Dropbox folder, an AI reads it and adds the supplier, number, due date and total to a sheet.
Approve expense claims from a Google Form by amount
Small expense claims are approved automatically; claims over $500 go to your finance manager.
Categorise expenses in a spreadsheet
Each day, files every new row of your expenses sheet under one of your own categories, writing it into a Category column.
Invoice payment reminders
Emails customers before, on and after an invoice's due date from your sheet, and hands 30-day-late ones to finance.
File emailed documents and log what they say
Files every document that arrives by email into Box and records what it says as a row on your register.
Email your accountant last month's paid Xero invoices
On the 1st, emails your accountant a spreadsheet of the invoices paid last month in Xero.
Email finance the Xero bills awaiting approval
Every Monday, emails finance a table of the supplier bills waiting for approval in Xero.
Write research notes from a company filing
Reads a company filing you supply and writes notes on what it says - segments, risks, management commentary - into a Google Doc.
Find out who a bank charge was paid to
Paste a cryptic bank or card line and get back who was paid, what they do, what it was likely for and where to post it, with sources.
Check invoices against purchase orders
Reads each invoice that arrives in Gmail, checks it against its purchase order, and asks your finance manager only when it is off.
Identify who was paid on every bank feed line
Researches each new line on a client's bank feed sheet and writes who was paid, what they do and where to post it, with sources.
Chase overdue QuickBooks invoices
Emails customers a polite reminder with the invoice attached at 3, 14 and 30 days overdue, and sends you a morning summary of what's owed.
Chase missing receipts on large Ramp purchases
When a Ramp card purchase of $500 or more clears without a receipt, emails the cardholder, and tells finance in Slack if it's over $2,000.
Chase invoices that are 30 days or more overdue
Every Monday, reminds each customer of invoices 30+ days overdue and sends you the total owed.
Chase failed subscription payments
Emails a customer once when their subscription payment fails, and alerts finance in Slack if it fails a third time.
Announce big Stripe payments in Slack
Posts every Stripe payment of $1,000 or more in Slack and adds it to a sheet.
Turn a bank statement into transaction rows
Reads every transaction line off a bank statement PDF and adds one row per line to your spreadsheet, exactly as printed.
Approve purchase requests by amount
Routes each purchase request to the right approvers by amount, logs the outcome and tells the requester.
Approve big invoices, then bill them in QuickBooks
Reads each emailed invoice, asks your finance director to approve big ones, then records the bill in QuickBooks and your log.
Approve expenses from a Google Sheet
Reimburses small expenses straight away, asks a manager to approve anything over $500, and updates the sheet and the employee.