1.Detects labeled finance email
Integrate Gmail and inbox parsing tools to detect new labeled finance emails and pass the plain text to extraction.
Update daily cash balances to central finance worksheet
Automatically monitor labeled finance emails across Gmail and extract cash account balances into your central cashflow workbook in Microsoft Excel. Get updated balances when labeled finance emails arrive, balances appear in the message body, or accounts are unmatchedβso you can update rows, flag exceptions, and keep cash positions current without manual data entry.
How this automation updates your cashflow balances
When labeled finance emails arrive with new balances, delays can create outdated cash positions and reporting gaps. This automation extracts balances and updates your worksheet and logs exceptionsβso your team can review cash status faster.
Gmailor swap with your favorite app
2.Extracts balance table from email
Integrate ChatGPT (OpenAI) and text parsing tools to extract account names and current balances from the email body.
ChatGPT (OpenAI)or swap with your favorite app
3.Updates cashflow balances in worksheet
Integrate Microsoft Excel and worksheet mapping tools to find matching rows, update balance values, and log unmatched accounts.
Microsoft Excelor swap with your favorite app
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