Finance teams lose hours chasing receipts, routing approvals, and manually syncing expenses. This workflow automates the entire expense approval process—from receipt submission to accounting sync—so your team can close books faster with complete audit trails and real-time spending visibility.

主要メトリクス

Audit Trail CompletenessProcess Completion RateSLA Compliance

利用シーン

Expense approvals regularly take more than 3 business days

Finance team of 2-5 people managing 50+ expense reports per month

連携

HR & Recruiting

Automated Employee Onboarding

Streamline new hire onboarding with automated task creation, welcome emails, and access provisioning.

主要メトリクス

Task Completion RateSLA ComplianceProcess Completion Rate

利用シーン

Onboarding new employees

Need to ensure all tasks are completed

連携

Sales

Smart Meeting Scheduler with CRM Sync

Automatically schedule meetings, send calendar invites, and log activity to CRM with meeting notes.

主要メトリクス

Pipeline VelocityDeal Close LikelihoodForecasting Accuracy

利用シーン

Scheduling sales calls and demos

Need to log meeting activity in CRM

連携

Operations

Automated Project Status Reporting

Generate weekly project status reports automatically by aggregating data from project management tools.

主要メトリクス

Workflow EfficiencyProcess Completion RatePipeline Health Score

利用シーン

Need to report on project progress regularly

Spend too much time compiling reports

連携

Product

Customer Feedback to Product Roadmap

Automatically collect, categorize, and prioritize customer feedback into actionable product insights.

主要メトリクス

Satisfaction IndexEngagement VelocityCustomer Retention Rate

利用シーン

Feedback is collected manually

Need to identify product improvements

連携

Sales

Automate Lead Enrichment from LinkedIn to Salesforce

Automatically capture LinkedIn profiles, enrich with company data, and create qualified leads in Salesforce.

主要メトリクス

Lead Scoring AccuracyData Completeness ScoreContact Enrichment Rate

利用シーン

Building outbound sales pipeline

Need complete prospect information

連携

Finance

Automate Expense Approval and Cut Processing Time by 80%

Finance teams lose hours chasing receipts, routing approvals, and manually syncing expenses. This workflow automates the entire expense approval process—from receipt capture to accounting sync—so your team can close books faster with complete audit trails.

主要メトリクス

Audit Trail CompletenessProcess Completion RateSLA Compliance

利用シーン

Expense approvals regularly take more than 3 business days

Finance team of 2-5 people managing 50+ expense reports per month

連携

Operations

Send Asana task updates to Slack

Automatically notify your team in Slack when tasks are created or updated in Asana

主要メトリクス

Task Completion RateCollaboration ScoreWorkflow Efficiency

利用シーン

Team needs instant task updates

Want to reduce context switching

連携

...

全49件のワークフロー中、1〜9件を表示

Sales注目

Automated Lead Enrichment from Slack to CRM

Automatically enrich and sync leads mentioned in Slack channels directly to your CRM with full context.

主要メトリクス

Lead Scoring AccuracyData Completeness ScorePipeline Velocity

利用シーン

Sales team discusses leads in Slack channels

Need to capture context from conversations

連携

Finance注目

主要メトリクス

Audit Trail CompletenessProcess Completion RateSLA Compliance

利用シーン

Expense approvals regularly take more than 3 business days

Finance team of 2-5 people managing 50+ expense reports per month

連携

Operations

Send Asana task updates to Slack

Automatically notify your team in Slack when tasks are created or updated in Asana

主要メトリクス

Task Completion RateCollaboration ScoreWorkflow Efficiency

利用シーン

Team needs instant task updates

Want to reduce context switching

連携

...