現成的ai範本
從經驗豐富的行銷、支援、財務、電子商務、內容和營運工作流程套件開始。
會計




Batch record Invoices in Google Drive as draft to Xero
Batch processes Google Drive invoices and creates Xero draft invoices.
10 min




Batch record Bills in Google Drive as draft to Xero
Batch process unpaid Google Drive bill & creates the Xero draft bill with attachment
10 min




Batch record bills (Singapore GST) from OneDrive in QuickBooks
Batch processes one supplier bill (Singapore GST) from a configured OneDrive folder per run, extracts the bill data, finds or creates the QuickBooks vendor, selects the appropriate expense account and tax code, creates a QuickBooks Online bill with the original file attached, then moves the file to year-based folder if successful or Need attention if processing fails.
10 min




Generate AGM from Google Sheets and save to PDF & Google Docs
Generate AGM (PDF & Google Docs) from a list of companies in Google Sheet.
10 min




Batch Process Receipts from Google Drive into Xero
Processes receipt files from Google Drive in batches and record them in Xero.
10 min




Monday Partner Review SMS Notifier
Lists every visible Monday board, keeps only boards whose partnerReview is yes, and sends the result by Twilio SMS.
15 min


Setup Members’ Voluntary Liquidation Process Workflow in Monday
This is a workflow/project that manages the Members’ Voluntary Liquidation (MVL) process using a dedicated reference knowledge base and an operator that sets up and maintains a structured monday. com task flow.
5 min




Record Bank Statement to Notion
Store incoming bank statements as organized entries in Notion.
5 min




QuickBooks Bookkeeping (With VAT/GST) & OneDrive Upload
Automate QuickBooks bookkeeping with bill processing, duplicate checks, unpaid bill payments, and OneDrive receipt filing.
6 min




Record Receipts & Attachments in QuickBooks (Without VAT/GST)
Records no-tax receipts in QuickBooks and attaches the original receipt file to each transaction.
4 min



Record Receipt to Google Sheets & Save to Google Drive
Logs receipts to Google Sheets, uploads attachments to Google Drive, and organizes files into unique DocNo folders.
5 min




Create a Bill in Xero
Create a draft bill in Xero by resolving suppliers, account codes, tax rates, line items, and attachments automatically.
5 min
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