Workflow Library
Production-ready automations for finance and operations teams. Pick a workflow, book a call, and go live in 7 days.
Finance
QuickBooks Online + Gmail + Slack + SheetsExtract Desk: Document Parsing & Structured Data Capture
- Eliminate manual data entry from vendor invoices, statements, and reports
- Reduce invoice processing errors by catching mismatches before they hit the books
- Turn a 20-minute-per-document manual task into a 2-minute review-and-approve step
Collections Desk: Invoice Follow-Ups & Cash Forecasting
- Cut average days-sales-outstanding (DSO) by 30%
- Eliminate manual follow-up on overdue invoices
- Generate a rolling 13-week cash forecast every Monday
Recon Desk: Weekly Bank Reconciliation & Summary
- Close the books weekly instead of scrambling at month-end
- Catch discrepancies within days, not weeks
- Deliver a consistent executive summary to leadership every Friday
Operations
QuickBooks + HubSpot + Gmail + Slack + SheetsReporting Desk: Weekly KPI Dashboards & Executive Summaries
- Deliver a consistent executive summary to leadership every Monday morning
- Eliminate 4-6 hours per week of manual spreadsheet assembly
- Surface trends and anomalies before anyone asks about them
Intake Desk: Lead Routing & Task Dispatch
- Reduce intake-to-dispatch time from hours to under 10 minutes
- Eliminate misrouted requests caused by manual triage
- Give every inbound request a tracked status from first touch to completion
Support
HubSpot + Gmail + Slack + SheetsSupport Desk: Ticket Triage & Response Automation
- Reduce first-response time from hours to under 10 minutes
- Eliminate manual ticket categorization and routing
- Draft accurate first responses for 70%+ of common support requests
RevOps & Marketing
HubSpot + Gmail + Slack + SheetsMarketing Desk: Lead Nurture & Campaign Follow-Ups
- Follow up with every inbound lead within 10 minutes of first contact
- Eliminate manual lead scoring and handoff between marketing and sales
- Run multi-step nurture sequences without anyone managing email sends
Sales Desk: Pipeline Review & Deal Health Monitoring
- Surface at-risk deals 2 weeks before they stall
- Eliminate the Monday morning pipeline spreadsheet assembly
- Give sales managers a weekly deal health report with specific action items
Do not see your workflow?
We build custom automations too. Book a 15-minute fit call and tell us what you need.