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Concrete workflows, built by the Loop & Roll team and the community: take inspiration from them. Yours will be built around your own processes.
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- Follow-ups and reminders Official Unpaid invoices: reminders with a graded tone Every weekday morning, lists the invoices of your Table that are unpaid and at least 7 days overdue (columns invoice_number, client, email,... OpenAI Slack Tables
- Data extraction Official Log supplier invoices in an Excel table on SharePoint Each PDF invoice is read, the AI extracts supplier, number, date, due date and amounts, and a row is added to your Excel table hosted on Sha... Microsoft Excel OpenAI
- Data extraction Official Reconcile payment advices in Google Sheets Customers send payment advices or remittance notices. The AI extracts payer, payment date, amount, bank reference and the invoice numbers se... Google Sheets OpenAI
- Data extraction Official Invoices: extract and log to Google Sheets When an email arrives with a PDF attached, the text is read, an AI model extracts supplier, invoice number, amount and due date, and a row i... Google Sheets OpenAI
- Triage and filing Official Split accounting mail: invoices, expenses, payment replies The accounting mailbox receives three kinds of mail: supplier invoices, employee expense reports and customers answering a payment reminder.... Microsoft Teams OpenAI
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