Finance automations
Recap what came in this week
Totals the recent Stripe charges that succeeded and emails you a short weekly recap.
Add this automation
Free, and no card. It runs for real, five times.
What it does on a run
- 1Get the recent charges
- 2Total up what actually cleared
- 3Email me the recap
When it runs
Every Monday at 8am. You can change the schedule in plain words after you start it.
What it needs
StripeGmailConnected 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- Catch the payments that failedLooks at recent Stripe charges each morning and posts the failed ones to Slack while they can still be recovered.
- 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.
- Round up the receipts sitting in your inboxSearches the last week of mail for receipts and invoices with attachments and emails you one list of them.
- 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.