Flowbot Templates
Discover ready-made automation templates!
Accounting & Finance
Send a Telegram notification when customer information is registered in Square
Automatically send a Telegram notification when a new customer is registered in Square. Eliminate manual follow-ups, errors, and missed updates by instantly sharing customer information in your channel—so your team can respond quickly and accurately.
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When a copy of a bankbook is uploaded to Box, extract the data with OCR and add it to Google Sheets
When a bankbook image is added to Box, Yoom uses OCR to extract the information and automatically transfer it to Google Sheets. Reduce manual review and data entry errors while freeing up time for your accounting team.
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Issue a receipt with an AI worker when a message is sent in Slack
An AI worker that handles receipt issuance requests received in Slack—from creating documents in Google Sheets to recording them in the management ledger, saving them, and reporting completion. Prevent manual entry errors, reduce back-office workload, and ensure accurate administrative processing.
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Automatically create invoices from a Microsoft Excel template and email them when payments matching specific conditions are created in Square
Detect Square payments, automatically generate invoices from a Microsoft Excel template, and send them via Gmail. Reduce manual entry and email drafting errors, save accounting time, and streamline your invoicing workflow.
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When a payment succeeds in Square, automatically create an invoice from a Microsoft Excel template and send it by email
Trigger this flow when a Square payment succeeds to generate an invoice in Microsoft Excel and send it via Gmail. Prevent data entry errors and missed sends while reducing the time and effort required for invoicing.
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When a payment succeeds in Square, automatically create an invoice from a Microsoft Excel template and save it to Google Drive
Automatically generate Excel invoices and save them to Google Drive when Square payments are completed. Reduce manual entry and transcription errors, streamline monthly billing, minimize review stress, and close your books with confidence.
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Automatically send payment request emails via Gmail when payment information is added to Google Sheets
Automatically send payment request emails via Gmail when new rows are added to Google Sheets. Prevent manual entry errors, incorrect recipients, and missed emails while reducing accounting workload and improving payment collection accuracy.
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Send a Telegram notification when a contact matching specific conditions is created in Apollo
Detect contacts created in Apollo that meet specific criteria and instantly notify your team on Telegram. Eliminate manual data entry, prevent delays and missed updates, and accelerate sales follow-up.
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When transaction details arrive in Gmail, automatically add them to the payments sheet in Google Sheets
Automatically append transaction emails received in Gmail to Google Sheets. Reduce manual entry and input errors, streamline accounting and sales operations, and maintain accurate payment data.
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Create an invoice when a record is added in Airtable
Trigger this flow when a new record is added in Airtable to generate an invoice in Google Sheets and email it to your client via Yoom. Prevent data entry errors and missed deliveries while reducing the time and effort required to issue invoices.
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