Discover 1572 automation templates designed for the finance industry
Back to all templatesAutomate AI-powered workflows and data processing using Google Drive, Google Sheets, Gmail with seamless automation and data synchronization. Send personalized emails based on triggers and customer data while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 19+ automated steps and error handling.
Scrape and extract data from websites using Gmail, Google Sheets, Google Drive with seamless automation and data synchronization. Send personalized emails based on triggers and customer data while reducing manual work and ensuring data accuracy across platforms. Designed for marketing professionals and campaign managers who need reliable automation with 54+ workflow steps. Includes additional integrations with Telegram for comprehensive workflow coverage.
Automate AI-powered workflows and data processing using Google Sheets, Currency Exchange Service 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 10+ automated steps and error handling.
Generate automated reports and analytics using Telegram, OpenAI, RSS Feed Reader with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 30+ automated steps and error handling.
Automate AI-powered workflows and data processing using CrowdStrike, VirusTotal, Jira 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 18+ automated steps and error handling. Includes additional integrations with Slack for comprehensive workflow coverage.
Automate AI-powered workflows and data processing using Slack, Venafi, VirusTotal 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 38+ automated steps and error handling.
Synchronize data and automate workflows using multiple integrations 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. Designed for HR teams and recruitment specialists who need reliable automation with 18+ workflow steps.
Automate AI-powered workflows and data processing using Google Calendar, OpenAI, Slack with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 39+ automated steps and error handling.
Automate AI-powered workflows and data processing using Cortex 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 3+ automated steps and error handling.
Query and analyze database information with AI using Supabase, OpenAI, PostgreSQL with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 11+ automated steps and error handling.
Query and analyze database information with AI using OpenAI, Supabase, PostgreSQL with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Features advanced workflow logic with 11+ automated steps and error handling.
Automate AI-powered workflows and data processing using BambooHR, OpenAI, Supabase with seamless automation and data synchronization. Process and analyze data using advanced AI language models while reducing manual work and ensuring data accuracy across platforms. Designed for HR teams and recruitment specialists who need reliable automation with 50+ workflow steps.
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