Discover 549 automation templates designed for finance professionals and their workflows
Back to all templatesScrape and extract data from websites using Gmail, Google Sheets 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 4+ workflow steps.
Scrape and extract data from websites using Google Drive, Image Processing Service, Vision Language Model 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 20+ automated steps and error handling.
Automate AI-powered workflows and data processing using Google Sheets, OpenAI, Chat Interface 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 10+ automated steps and error handling.
Retrieve and format citations from documents using European Central Bank 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 9+ automated steps and error handling.
Synchronize data and automate workflows using Pipedrive, Stripe 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 7+ workflow steps.
Automate AI-powered workflows and data processing using Function 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.
Automate AI-powered workflows and data processing 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. Features advanced workflow logic with 3+ automated steps and error handling.
Retrieve and format citations from documents using Xero 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 CoinMarketCap, OpenAI 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 12+ automated steps and error handling.
Scrape and extract data from websites using MongoDB, HTML Extraction 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 23+ automated steps and error handling.
Scrape and extract data from websites using Google Drive, Claude, Gemini 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.
Scrape and extract data from websites using CoinMarketCap, OpenAI, Telegram 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 15+ automated steps and error handling.
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