Advance Stock Analysis (both Technical and Trends) Using GPT4o Powered AI Agent

This workflow automatically retrieves attachments from tagged emails in Gmail, parses PDF invoices and payment documents, and uses an AI language model to intelligently analyze the email content to extract transaction details. Ultimately, it automatically writes structured transaction information such as date, merchant, and amount into Google Sheets, significantly enhancing the efficiency and accuracy of financial data organization, making it suitable for the financial management needs of businesses, individuals, and accountants.

This workflow is manually triggered to automatically create new customer information in the Harvest system, streamlining customer data entry and management, and enhancing efficiency and accuracy. It is suitable for project managers, finance personnel, and business teams, helping them quickly establish customer profiles for subsequent project management. This process effectively addresses the complexities and potential errors associated with adding new customers, optimizes resource management, and reduces redundant work.

This workflow automatically retrieves key financial metrics from ProfitWell on a scheduled monthly basis and pushes the organized data to a designated Mattermost channel for the team to view and communicate in real time. By automating the process, it reduces the workload of manually aggregating and distributing financial data, improving the efficiency and accuracy of information transmission. This helps the finance team and management stay updated on business dynamics, enhancing data transparency and decision-making efficiency.

This workflow allows users to interact with a chatbot, enabling them to input expense information in natural language. The system automatically parses this information and converts it into structured data, which is saved in real-time to Google Sheets. It utilizes large language models to extract the amount, description, and date of expenses, significantly enhancing the efficiency and accuracy of expense recording. The workflow supports multi-turn conversations and memory functions, helping users manage personal or team expenses conveniently and quickly, making it particularly suitable for users who need to record expenses rapidly.

This workflow automatically retrieves order emails related to Uber Eats from Gmail, extracts key information such as merchant names, expenditure amounts, and order dates, and sends it as a formatted message to Slack. Additionally, the message includes a quick link to the Moze accounting app, streamlining the expense tracking process for delivery fees, thereby effectively enhancing efficiency and accuracy. It is suitable for both individual users and team financial management.

This workflow enables the automatic generation of corresponding invoices in QuickBooks Online when new tasks are created in Onfleet. Through an automated triggering mechanism, it significantly enhances the efficiency of invoice generation, reducing time waste and the risk of errors associated with manual data entry. It is suitable for businesses in the logistics, delivery, and service industries, helping them achieve seamless integration between task management and financial settlement, ensuring data consistency and real-time updates, thereby improving overall operational efficiency.

This workflow is designed to automate the processing of financial emails. It can extract emails marked as "Invoice" and "Payment" from Gmail, download attachments, and parse PDF content. Using advanced AI language models, it extracts transaction information and organizes it in a structured manner. Finally, the cleaned data is automatically written into Google Sheets. This process significantly reduces the workload of manual searching and data entry, improves data accuracy and management efficiency, and is suitable for the financial departments of enterprises, as well as for individuals and small businesses in financial management.

This workflow can monitor the price of Bitcoin (BTC) against the Euro (EUR) in real-time and automatically send SMS alerts to users when the price reaches or exceeds 9,000 euros. By automatically updating price data every minute, users can stay informed about key price changes, helping them make quick investment or trading decisions and reducing the risks associated with information lag. It is particularly suitable for cryptocurrency investors and market observers.