Finance automations
Flag the bills big enough to need a second pair of eyes
Checks QuickBooks each morning and posts any bill over 5,000 to a Slack channel. Ask in chat to change the number.
Add this automation
Free, and no card. It runs for real, five times.
What it does on a run
- 1Get every bill on the account
- 2Keep the ones over the limit and write them up
- 3Put them where the approver will see them
When it runs
Every weekday morning. You can change the schedule in plain words after you start it.
What it needs
QuickBooksSlackConnected 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.
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