Finance workflows your team's AI can run
Invoicing, expense checks, and reporting that stop living on one analyst's laptop.
33 recipes found
Deliver daily currency exchange rates from CurrencyFreaks API to email & WhatsApp
Managing international finances requires constant vigilance over fluctuating exchange rates. This automation eliminates the manual task of checking currency markets by delivering precise, real-time exchange data directly to your preferred communication channels. By integrating a multi-currency API with Email and WhatsApp, the workflow ensures that decision-makers stay informed about market shifts as they happen. This proactive approach allows businesses to optimize international payments, manage foreign currency reserves more effectively, and mitigate the risks associated with currency volatility. Instead of logging into multiple banking portals or financial news sites, your team receives a consolidated report at a scheduled time every day. This streamlined flow of information improves financial agility and ensures that global operations are always backed by the most current data available, allowing for better budgeting and more accurate financial forecasting across multiple regions.
Monitor USDT ERC-20 wallet balance with Etherscan and Telegram notifications
Managing digital assets requires constant vigilance, but manually checking blockchain explorers is time-consuming and prone to oversight. This automation provides a streamlined solution for businesses and investors to monitor their USDT holdings on the Ethereum network automatically. By integrating Etherscan data directly with Telegram, this tool ensures that stakeholders receive immediate updates regarding their wallet balances. This proactive approach allows for better cash flow management and faster decision-making. Instead of logging into multiple platforms, your team can receive critical financial data exactly where they already communicate. This automation eliminates the risk of missing significant balance changes, whether they are incoming payments from clients or outgoing transfers for operational costs. It transforms a technical blockchain process into a simple, automated business notification system. By maintaining constant visibility over your ERC-20 assets, you can ensure your liquidity remains at optimal levels and respond to market movements or internal transfers with confidence. This tool is essential for any organization that relies on stablecoins for daily operations or long-term treasury management.
Daily cash flow reports with Google Sheets, Slack & Email for finance teams
Maintaining a clear view of daily liquidity is critical for financial stability, yet manual reconciliation often consumes hours of a finance team's morning. This automation transforms your financial reporting by consolidating cash flow data and expense tracking into a single, comprehensive daily report. By integrating directly with your financial data sources and Google Sheets, the workflow automatically aggregates transactions, categorizes expenses, and calculates your net position without human intervention. The system then generates a professional report, saves a permanent record in Google Drive, and notifies stakeholders via Slack and email. This ensures that leadership has immediate access to accurate financial health metrics every morning, enabling faster decision-making and reducing the risk of oversight. Instead of manual data entry, your finance professionals can focus on strategic analysis and capital optimization.
Tesla 1hour & 1day klines tool (Candlestick & volume AI pattern detector)
The Tesla 1-hour and 1-day Klines Tool is designed to streamline the way financial analysts and investment teams track market performance. Instead of manually exporting data from trading terminals or financial news sites, this automation programmatically retrieves historical candlestick data for Tesla (TSLA) across two critical timeframes. By capturing Open, High, Low, Close, and Volume (OHLCV) data, the tool provides a structured foundation for technical analysis and market sentiment tracking. This automation is particularly valuable for businesses that require high-integrity financial data to power internal dashboards, risk assessment models, or automated reporting systems. By removing the manual labor involved in data collection, your team can focus on interpreting market trends and making strategic decisions rather than managing spreadsheets. The workflow ensures that your financial insights are based on consistent, accurate intervals, reducing the risk of human error and providing a competitive edge in fast-moving markets. Whether you are monitoring short-term volatility or long-term growth, this tool delivers the precise data points needed for professional-grade financial operations.
Automated crypto market summaries using Gemini AI and CoinGecko data
Keeping up with volatile cryptocurrency markets often requires constant manual monitoring of multiple exchanges and news feeds. This automation streamlines that process by transforming raw market data into concise, AI-generated summaries delivered directly to your Discord server. By integrating CoinGecko’s comprehensive market data with Gemini AI’s natural language processing, the workflow analyzes current trends, price movements, and market sentiment automatically. Business leaders and investment teams can stay informed without spending hours on research or navigating complex trading interfaces. The scheduled trigger ensures your team receives updates at the exact frequency needed, whether that is daily briefings or weekly market overviews. This automation eliminates information overload by filtering out the noise and highlighting the most critical market shifts. It provides a professional, automated intelligence layer for any organization operating within or tracking the digital asset space, ensuring no significant market movement goes unnoticed and allowing for faster, data-driven decision-making.
Detect multi-source transaction fraud and reconcile finances with OpenAI, Nvidia NIM, Gmail, Slack and Google Sheets
Managing financial records across multiple payment gateways and internal databases often leads to manual errors and overlooked discrepancies. This Multi-Source Transaction Fraud Detection and Financial Reconciliation Automation provides a robust solution for businesses to maintain integrity in their financial data. By automatically aggregating transaction records from various sources, the system performs real-time reconciliation to ensure every dollar is accounted for. It goes beyond simple matching by applying sophisticated logic to identify suspicious patterns or fraudulent activities instantly. When a mismatch or high-risk transaction occurs, the automation immediately alerts your team via Slack or email, allowing for rapid intervention before losses escalate. This workflow eliminates the need for tedious manual spreadsheets and significantly reduces the time spent on month-end closing. By centralizing your transaction history in a secure database, you gain a single source of truth for financial reporting. This automation ensures your business remains compliant, protects your bottom line from fraud, and empowers your finance team to focus on strategic analysis rather than manual data entry.
Automatically send daily Nikkei 225 closing price to LINE
Keep your finger on the pulse of the Japanese stock market with this automated tracking assistant. It intelligently retrieves the latest Nikkei 225 closing figures and instantly broadcasts a professional summary to your team via LINE. This is the perfect solution for staying informed without ever having to manually check financial dashboards.
Daily swing trade ideas with GPT-4, Yahoo Finance, Google Sheets & Telegram
This intelligent market analyst monitors daily stock closings to discover high-potential swing trade setups using GPT-4's advanced reasoning. It automatically processes technical data, logs strategic entry and exit points into Google Sheets, and sends real-time trade alerts to Telegram. Perfect for retail traders, this workflow transforms raw market data into a curated list of actionable investment insights every evening.
Receive Bitcoin, Etherium, Solana, Binance data with Gecko Coin and Gmail
Stay ahead of the crypto market by automating the collection of real-time price data for major assets like Bitcoin and Ethereum using CoinGecko. This workflow processes raw market statistics into a human-readable format and delivers them directly to your inbox via Gmail. It is an ideal solution for investors and Web3 professionals looking to make data-driven decisions without manual monitoring.
US stocks earnings calendar AI updates to Telegram (Finnhub + Gemini)
This automated tracker monitors the US stock market to identify upcoming earnings announcements using the Finnhub API. By leveraging Google Gemini AI, the workflow transforms raw financial data into professional Telegram updates for your trading group or personal portfolio. It is an essential tool for investors who want a hands-off way to stay informed about corporate performance and market-moving events.
Stock market analysis & prediction with GPT, Claude & Gemini via Telegram
This automation transforms how financial professionals and investors track the stock market by replacing manual research with a sophisticated AI-driven analysis engine. By leveraging multiple AI models to interpret market data, the workflow provides objective, data-backed insights and trend predictions that would take hours to compile manually. The system automatically fetches real-time market data and processes it through a multi-stage AI evaluation process to identify patterns and potential shifts. Instead of constantly monitoring dashboards, users receive curated, high-priority alerts directly via Telegram. This ensures that you stay informed on market movements the moment they happen, allowing for faster decision-making and a more proactive investment strategy. By centralizing complex data analysis and notification into a single automated pipeline, this tool eliminates the noise of the stock market and delivers only the most relevant intelligence. It is an essential asset for anyone looking to gain a competitive edge through consistent, automated, and intelligent market oversight without the need for constant manual intervention.
Forex, crypto, mergers and financial markets AI analyst updates to Telegram
This automated financial monitoring solution streamlines the process of tracking market data, exchange rates, or account balances by delivering scheduled updates directly to your communication channels. Instead of manually logging into multiple portals or refreshing spreadsheets, this workflow connects to your financial data sources via API, processes the information, and sends a concise summary to Telegram. This ensures that decision-makers stay informed about critical shifts in the market or their business finances without any manual intervention. By automating the data retrieval and reporting cycle, your team can focus on strategic analysis rather than data entry. The system operates on a precise schedule, providing consistency in your reporting and ensuring that no significant financial movement goes unnoticed. Whether you are managing international currency exposure or tracking daily investment performance, this tool acts as a proactive assistant that keeps your finger on the pulse of your financial health. It bridges the gap between complex data sources and actionable business intelligence, providing a reliable stream of information that supports faster, more accurate financial decisions.
Automatically import Square sales summary reports into Google Sheets
This finance automation eliminates the manual burden of data entry and reconciliation by synchronizing your financial platforms with Google Sheets. By utilizing a scheduled trigger, the system automatically fetches transaction data, invoices, or expense records via API and processes them through custom logic to ensure data integrity. It handles complex data structures by breaking down line items and applying specific business rules to filter and categorize information accurately. This automation ensures that your financial dashboards are always current, providing leadership with real-time visibility into cash flow and budget performance. Instead of waiting for manual end-of-month reports, finance teams can rely on a consistent, error-free stream of data that flows directly into their primary reporting tools, allowing for faster decision-making and reduced operational overhead.
Selective forex factory calendar import & cleanup for Google Calendar
This automated finance assistant streamlines the tedious process of gathering, extracting, and organizing financial data from external sources. By automatically retrieving files and extracting critical information, it eliminates the risk of human error associated with manual data entry. The system goes beyond simple data collection by intelligently categorizing information and syncing important dates directly to Google Calendar. This ensures that your team never misses a payment deadline or a contract renewal date again. Business leaders gain real-time visibility into their financial obligations without having to dig through spreadsheets or email attachments. By centralizing document processing and scheduling, this automation allows finance teams to shift their focus from administrative tasks to strategic financial planning. It provides a reliable bridge between raw financial documents and actionable calendar events, creating a seamless workflow that keeps your business compliant and organized. Whether you are managing recurring invoices or tracking project expenses, this solution provides the structure needed to maintain a healthy and predictable cash flow.
Currency conversion workflow
This finance automation streamlines the way your team accesses and processes real-time market data. By transforming manual research into an instant, on-demand service, this workflow eliminates the need for employees to navigate complex financial websites or copy-paste data into spreadsheets. When triggered, the system automatically fetches live financial information, parses the relevant metrics from web sources, and returns a clean, structured response immediately. This ensures your team works with the most current data available, reducing the risk of errors associated with stale information. Whether you are tracking currency fluctuations, monitoring stock performance, or gathering commodity pricing, this automation acts as a bridge between raw web data and your business decisions. It provides a professional interface for data retrieval that can be integrated into your existing portals or used as a standalone tool. By automating the data collection phase, your financial experts can spend less time gathering numbers and more time performing high-value analysis and strategic planning.
Monitor bank transactions with multi-channel alerts for accounting teams
Maintaining an accurate view of company cash flow often requires accounting teams to manually log into banking portals, download statements, and cross-reference transactions. This Real-Time Bank Transaction Monitor automates the entire monitoring process, ensuring your financial data is always current and actionable. By connecting directly to your banking provider’s API, the system identifies new transactions as they occur and instantly routes the information to your preferred business tools. The automation serves as a bridge between your bank and your accounting operations. It logs every transaction into a centralized Google Sheet, creating a permanent and searchable record for audit purposes. Simultaneously, it triggers immediate notifications via Slack or Email for specific transaction types, such as high-value withdrawals or unexpected fees. This proactive approach allows your team to detect potential fraud or billing errors immediately rather than weeks later during month-end reconciliation. By eliminating manual data entry and providing instant visibility, this workflow empowers finance departments to move from reactive bookkeeping to strategic financial oversight, saving hours of administrative labor every week.
Automated finance tracker with Gmail, Google Sheets & GPT-4o monthly reports
Managing business finances often feels like a second job. Manual data entry from receipts, tracking scattered expenses in Gmail, and trying to project future cash flow consumes valuable hours that should be spent on growth. The Auto-Finance Tracker eliminates this administrative burden by centralizing your financial data automatically. By leveraging AI to parse receipts and expense details directly from your inbox, this automation ensures your records are always up to date without manual intervention. Beyond simple tracking, the system analyzes your historical data to provide accurate cash flow forecasts, allowing you to make informed investment decisions with confidence. Every month, you receive a comprehensive financial report delivered straight to your inbox, summarizing your spending patterns and fiscal health. This tool transforms your financial management from a reactive chore into a proactive strategy, giving you total visibility over your bottom line while freeing you to focus on high-impact business activities. Instead of chasing paper trails, you gain a clear, automated view of your company's financial future.
Generate monthly financial reports with Gemini AI, SQL, and Outlook
This automated financial reporting and communication system streamlines the way your business handles data extraction and stakeholder updates. By connecting directly to your MySQL database, the workflow automatically retrieves critical financial records, processes them through custom business logic, and formats the results into professional HTML reports. Instead of manually exporting spreadsheets and drafting emails, your team can rely on this automation to deliver accurate, timely information directly to Microsoft Outlook inboxes. The system is designed to handle complex data processing, including date calculations and batch management, ensuring that even large volumes of transactions are reported without error. This automation is particularly valuable for maintaining consistency in financial oversight, as it eliminates the risk of human error and ensures that reporting schedules are strictly followed. By transforming raw database entries into actionable insights and automated client communications, your finance department can focus on high-level analysis rather than repetitive administrative tasks. The result is a more responsive finance operation that improves cash flow visibility and strengthens professional communication with both internal teams and external clients.
Tracking your crypto portfolio in Airtable
Manually tracking cryptocurrency prices across multiple spreadsheets is time-consuming and prone to human error. The Update Crypto Values automation eliminates this manual overhead by instantly syncing real-time market data from CoinGecko directly into your Airtable database. This ensures your financial records, portfolio valuations, and investment dashboards are always accurate and ready for reporting. By centralizing your digital asset data, you gain a clear, consolidated view of your holdings without switching between exchanges or manually updating cell values. This automation is essential for businesses that need to maintain precise financial logs for accounting, auditing, or strategic planning. Whether you are managing a corporate treasury or tracking client investments, this tool provides the reliable data foundation required for informed decision-making. Instead of wasting hours on data entry, your team can focus on analyzing market trends and optimizing your investment strategy, confident that the underlying data is current and verified. This workflow transforms a static database into a live financial monitoring system.
Pull Square sales summary reports for automated reporting and analysis
This automated finance engine streamlines the way your organization processes complex transactional data. By connecting directly to your financial data sources, the system automatically retrieves, parses, and validates individual line items, eliminating the need for manual data entry or tedious spreadsheet reconciliation. The automation identifies specific criteria within your financial streams—such as transaction thresholds, vendor types, or department codes—and routes that information to the appropriate downstream workflows. This ensures that every expense or payment is categorized correctly and flagged for review if it meets specific business rules. For finance teams, this means a significant reduction in human error and a much faster monthly close process. Instead of spending hours auditing individual entries, your staff can focus on high-level financial strategy and analysis. The system provides a scalable foundation for managing growing transaction volumes without increasing headcount, providing real-time visibility into your company's cash flow and spending patterns.
Automate stock trades with AI-driven technical analysis & Alpaca Trading
This automated financial intelligence solution streamlines the complex process of data consolidation and reporting. By operating on a customizable schedule, the system autonomously fetches transaction data from external APIs and payment gateways, cross-references this information with your internal PostgreSQL database, and performs sophisticated data aggregation to ensure accuracy. Instead of manual spreadsheet updates that are prone to human error, this workflow handles the heavy lifting of filtering and formatting your most critical financial metrics. The final output is a professional, Markdown-formatted summary delivered directly to your inbox via Gmail. This ensures that leadership and finance teams have a consistent, reliable view of cash flow, revenue trends, and reconciliation status every single day. By automating the collection and processing of financial records, your team can shift their focus from data entry to strategic analysis, significantly reducing the time required for month-end closing and daily operational oversight.
Cryptocurrency volume/mCap screener - automated trading alerts to Discord
This finance automation streamlines the way your business monitors and processes critical financial data. By utilizing a scheduled trigger, the application automatically retrieves information from external APIs, such as banking platforms, payment processors, or currency exchanges, at precise intervals. Instead of manually exporting spreadsheets and reconciling figures, this tool handles the heavy lifting of data retrieval and consolidation. The underlying logic uses advanced merging and conditional filtering to ensure that only relevant, accurate information reaches your dashboard. This eliminates the risk of human error associated with manual data entry and provides your team with a real-time view of your financial health. By converting this workflow into a Runwork application, you provide your finance department with a dedicated interface for oversight, allowing them to focus on strategic decision-making rather than repetitive administrative tasks. Whether you are tracking daily cash flow or monitoring international exchange rates, this automation ensures your records are always current and actionable.
Sync multi-bank balance data to BigQuery using Plaid
This automated financial data pipeline streamlines the process of moving critical fiscal information from external platforms directly into Google BigQuery. By eliminating manual data exports and spreadsheet reconciliations, your team can maintain a real-time view of financial health without the risk of human error. The automation runs on a scheduled basis, ensuring that your data warehouse is always populated with the most recent transaction records, currency fluctuations, or expense reports. This process handles complex data transformations automatically, normalizing various data formats into a clean, structured schema ready for immediate analysis. Business leaders can rely on this automation to fuel their BI dashboards, enabling faster decision-making based on accurate, up-to-the-minute financial insights. Instead of spending hours every week downloading CSV files and cleaning data, your finance department can focus on high-level strategy and forecasting. This solution bridges the gap between raw financial data sources and your centralized data warehouse, providing a robust foundation for scalable financial operations and transparent reporting.
Track coupon points with Google Sheets, Drive Storage, and Gmail weekly summary
Managing customer loyalty programs shouldn't require manual data entry or constant monitoring. This automation streamlines the entire coupon and points tracking process by connecting your Google Sheets database directly to an automated communication system. The workflow captures new entries, calculates point totals, and organizes data within Google Drive, ensuring your records are always accurate and up to date. Beyond simple record-keeping, the system proactively sends scheduled email summaries via Gmail, providing stakeholders with a clear overview of program performance without needing to open a spreadsheet. By automating these repetitive administrative tasks, your team can focus on designing better promotions and engaging with customers rather than managing rows of data. This solution eliminates human error in point calculation and ensures that reporting is consistent, professional, and timely, ultimately leading to a more reliable loyalty program and better financial oversight.
Crypto market analysis with Chart-img, BrowserAI & GPT insights to Telegram
This automated financial monitoring system ensures you stay informed about market shifts and critical data without manual oversight. By integrating real-time data fetching with intelligent processing logic, the workflow tracks specific financial indicators—such as currency fluctuations, stock price movements, or budget thresholds—and delivers instant updates directly to your team via Telegram. Business leaders and finance teams can eliminate the need for constant dashboard monitoring, allowing for faster decision-making when market conditions change. The automation handles the heavy lifting of data retrieval and analysis, ensuring that only relevant, actionable information reaches your messaging app. Whether you are managing international currency exposure or tracking investment portfolios, this solution provides a consistent and reliable bridge between complex financial data sources and your daily communication tools. It transforms reactive monitoring into a proactive strategy, ensuring no significant financial event goes unnoticed while maintaining a streamlined workflow for your entire organization.
Automated stock news alerts with Google RSS, Gemini & Telegram notifications
Stay ahead of market movements with a sophisticated stock monitoring system that filters noise and delivers actionable intelligence directly to your mobile device. This automation monitors Google RSS feeds for specific stock tickers, retrieves the full content of relevant news articles using Jina AI, and processes the information through OpenRouter's advanced language models. Instead of receiving a flood of raw links, you receive concise, AI-generated summaries that highlight market impact and key sentiment. By centralizing this data in Google Sheets, the system creates a historical record of news events tied to your portfolio, while real-time Telegram alerts ensure you never miss a critical update. This solution eliminates the need for manual financial research, allowing investors and analysts to focus on decision-making rather than data collection. It transforms a chaotic stream of financial news into a structured, prioritized feed tailored specifically to your investment interests.
Currency converter via webhook using ExchangeRate.host
In a globalized economy, managing multiple currencies manually is a recipe for error and inefficiency. This automation transforms your workflow into a high-speed currency conversion engine. By integrating live data from ExchangeRate.host, it ensures your business always operates with the most accurate financial information available. Whether you are building a custom checkout experience, managing international payroll, or tracking global expenses, this solution eliminates the need for manual lookups and spreadsheet updates. The automation functions as a private service for your team, delivering instant conversion results to any connected application via a secure webhook. This leads to faster decision-making, reduced financial risk from fluctuating rates, and a more professional experience for international clients. By automating the retrieval of exchange rates, your team can focus on strategic growth rather than administrative data entry. It provides a scalable way to handle dozens of currencies simultaneously, ensuring that your pricing and reporting remain consistent across all your business platforms.
AI-powered receipt and expense tracker with Telegram, Google Sheets & OpenAI
The Smart Money Manager automation bridges the gap between daily spending and financial clarity by transforming Telegram into a powerful expense tracking interface. Instead of manual data entry into complex spreadsheets at the end of the month, this workflow allows users to log transactions instantly via chat. The system automatically processes the input, categorizes the expenditure, and updates a centralized Google Sheet in real-time. By leveraging Redis for state management and intelligent switching logic, the automation ensures that every entry is accurately recorded and organized. This eliminates the friction of traditional bookkeeping, providing business owners and individuals with an up-to-the-minute view of their financial health. The result is better budget adherence, reduced administrative overhead, and the data-driven insights necessary to make informed financial decisions without the burden of manual accounting.
Automate loan pre-approvals with Jotform, GPT-4 analysis & Gmail notifications
This automated workflow streamlines the entire data collection and reporting process for finance teams. By connecting JotForm directly to Google Sheets and Gmail, it eliminates the need for manual data entry and ensures that incoming financial requests, expense reports, or budget submissions are processed instantly. The system intelligently evaluates the submitted data using logic-based filtering to determine the appropriate next steps. If specific criteria are met, the automation triggers personalized email notifications via Gmail, keeping stakeholders informed without any manual intervention. This ensures that critical financial information is captured accurately, stored securely in a central spreadsheet, and acted upon immediately. By automating these repetitive administrative tasks, finance departments can reduce human error, maintain better audit trails, and focus their time on strategic analysis rather than data management.
Automate USDC balance between wallet and Aave with 1Shot API & Telegram
Managing assets in decentralized finance protocols like Aave requires constant vigilance to maximize returns and mitigate risks. This automation eliminates the need for manual monitoring by providing a systematic approach to yield management. It operates on a predefined schedule to analyze current lending rates and collateral status, ensuring your capital is always working efficiently. By integrating sophisticated logic with real-time communication tools, the workflow identifies optimal opportunities based on your specific financial parameters. The system automatically processes complex data points from the Aave protocol and sends immediate updates directly to your Telegram account. This ensures you are never out of the loop regarding your portfolio performance or market shifts. Instead of spending hours checking dashboards, business users can rely on this automated assistant to provide transparency and actionable insights. This tool is essential for anyone looking to scale their DeFi operations while maintaining a high level of control and security over their digital assets. It transforms a technical, time-consuming task into a streamlined, hands-off business process.
AI-powered stock analysis assistant with Telegram
The Ade Technical Analyst automation transforms your Telegram messenger into a sophisticated financial research hub. By bridging the gap between real-time communication and complex data processing, this tool allows professionals to trigger in-depth technical analysis of market trends and financial assets directly from their mobile devices. Instead of manually gathering data and running calculations across multiple platforms, users can simply send a request via Telegram to receive comprehensive reports instantly. The system orchestrates data retrieval through HTTP requests, processes the information via specialized sub-workflows, and delivers actionable insights back to the user. This automation eliminates the time-consuming process of manual technical analysis, ensuring that decision-makers have access to high-quality market intelligence the moment they need it, regardless of their location. By centralizing the analytical process, businesses can maintain a competitive edge through faster response times and more informed investment or trading strategies.
Send Stripe invoice reminders with GPT-4.1-mini, Google Sheets and Slack
Send Stripe invoice reminders with GPT-4.1-mini, Google Sheets and Slack
Forecast and report multi-channel tax liabilities with OpenAI, Gmail, Sheets and Airtable
Forecast and report multi-channel tax liabilities with OpenAI, Gmail, Sheets and Airtable
Why Runwork for Finance
Anyone on the team can use it
You get forms and dashboards people can open, not workflow logic buried in a tool one person knows.
Your own agent adapts it
Claude, ChatGPT, Cursor, whichever your team already uses. Tell it what is different about your process.
It keeps running
It lives in your team cloud and runs on schedule, so it does not stop the moment someone closes a laptop.
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