Discover 1572 automation templates designed for the finance industry
Back to all templatesAutomate AI-powered workflows and data processing using Google Sheets, Slack, Trello with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 4+ automated steps and error handling.
Automate AI-powered workflows and data processing using Microsoft Excel 365 with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 2+ automated steps and error handling.
Scrape and extract data from websites using Microsoft Excel 365 with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 2+ automated steps and error handling.
Automate AI-powered workflows and data processing using Microsoft Excel with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 4+ automated steps and error handling.
Automate AI-powered workflows and data processing using Data Management Tool, Spreadsheet Software, Database System with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 6+ automated steps and error handling.
Automate AI-powered workflows and data processing using Google Sheets, Salesforce, HubSpot with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 11+ automated steps and error handling. Includes additional integrations with Airtable for comprehensive workflow coverage.
Automate AI-powered workflows and data processing using Microsoft Excel 365 with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 2+ automated steps and error handling.
Automate AI-powered workflows and data processing using Azure Cosmos DB with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 2+ automated steps and error handling.
Automate AI-powered workflows and data processing using JavaScript, Data Management Tools with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 8+ automated steps and error handling.
Retrieve and format citations from documents using Microsoft Excel 365 with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 2+ automated steps and error handling.
Retrieve and format citations from documents using Azure Cosmos DB with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 2+ automated steps and error handling.
Automate AI-powered workflows and data processing using Microsoft Excel 365 with seamless automation and data synchronization. Automate data processing and trigger intelligent actions based on specific conditions while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 2+ automated steps and error handling.
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