Discover 549 automation templates designed for finance professionals and their workflows
Back to all templatesAutomate AI-powered workflows and data processing using Gmail, Web Browser Automation 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 15+ automated steps and error handling.
Automate AI-powered workflows and data processing using Wise, Airtable 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 Mindee, Airtable 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 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. Features advanced workflow logic with 7+ automated steps and error handling.
Automate AI-powered workflows and data processing using Gmail, Google Drive, pdflayer 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 13+ automated steps and error handling.
Automate AI-powered workflows and data processing using Invoice Ninja 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 1+ automated steps and error handling.
Scrape 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. Features advanced workflow logic with 24+ automated steps and error handling.
Automate AI-powered workflows and data processing using Google Sheets, Crunchbase 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 13+ automated steps and error handling.
Automate email workflows and campaigns using IMAP Email, Nextcloud 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 3+ workflow steps.
Automate AI-powered workflows and data processing using Wise 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.
Generate automated reports and analytics using Airtable, Qdrant, 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 50+ automated steps and error handling. Includes additional integrations with Stirling PDF for comprehensive workflow coverage.
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.
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