Discover 549 automation templates designed for finance professionals and their workflows
Back to all templatesGenerate AI-powered summaries and analysis using Shopify, Google Sheets, Slack 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 e-commerce businesses and online retailers who need reliable automation with 9+ workflow steps.
Send automated notifications and alerts using Stripe, HubSpot, Slack 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 project managers and team coordinators who need reliable automation with 8+ workflow steps.
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 Google Drive, Vertex AI, OpenRouter 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 16+ automated steps and error handling.
Retrieve and format citations from documents using Google Drive, 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. Features advanced workflow logic with 17+ automated steps and error handling. Includes additional integrations with Qdrant for comprehensive workflow coverage.
Scrape and extract data from websites using Microsoft Outlook, Google Gemini, Financial Times 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 marketing professionals and campaign managers who need reliable automation with 8+ workflow steps.
Automate AI-powered workflows and data processing using Gmail, Google Drive, 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 18+ automated steps and error handling.
Automate AI-powered workflows and data processing using Google Sheets, OpenAI, Chat Application 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.
Automate AI-powered workflows and data processing using 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 5+ automated steps and error handling.
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