Finance automations
Round up the receipts sitting in your inbox
Searches the last week of mail for receipts and invoices with attachments and emails you one list of them.
Add this automation
Free, and no card. It runs for real, five times.
What it does on a run
- 1Find the week of receipts
- 2Send me the pile in one email instead of forty
When it runs
Every Friday afternoon. You can change the schedule in plain words after you start it.
What it needs
GmailConnected 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- Triage the billing mail nobody has openedFinds unread billing and invoice mail from the last two days and posts it to Slack so it does not sit there.
- Recap what came in this weekTotals the recent Stripe charges that succeeded and emails you a short weekly recap.
- See where the money went this monthGroups your QuickBooks bills by vendor once a month and emails you a short read on where spend concentrated.
- Find the vendor credits you never usedLists QuickBooks vendor credits with a balance left on them and emails you the ones still worth claiming.
- Chase the bills nobody has paidReads your QuickBooks bills every Monday and emails you a round-up of the ones still carrying a balance.
- 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.