Finance automations
Triage the billing mail nobody has opened
Finds unread billing and invoice mail from the last two days and posts it to Slack so it does not sit there.
Add this automation
Free, and no card. It runs for real, five times.
What it does on a run
- 1Find the unopened billing mail
- 2Put it in front of the team
When it runs
Every weekday morning. You can change the schedule in plain words after you start it.
What it needs
GmailSlackConnected once, then reused by every automation that needs them.
Where it stops
It halts before the irreversible part and shows you what it is about to do. You see the message, the recipient and the data it read, and nothing is sent until you say so. Once you trust it, you can tell it to stop asking.
Free, and no card. It runs for real, five times.
Automations like this one
All 9 in Finance- Flag the bills big enough to need a second pair of eyesChecks QuickBooks each morning and posts any bill over 5,000 to a Slack channel. Ask in chat to change the number.
- Spot the bill you are about to pay twiceReads your QuickBooks bills weekly and flags any that look like the same invoice entered more than once.
- Catch the payments that failedLooks at recent Stripe charges each morning and posts the failed ones to Slack while they can still be recovered.
- Chase the approvals sitting in your inboxFinds the approval requests from the last two days and posts them to Slack so nothing waits on one person.
- Read the inbound leads before you call themReads yesterday of inbound enquiry mail each morning and posts a short read on each one to Slack.
- Triage the support inbox before the day startsReads the unopened support mail from the last day and posts a sorted read of it to Slack.