Make Finance Workflows
25 ready-to-import Make finance workflows. Every template below is a real, downloadable Make build — import it and start automating.
Make Finance templates
- Automated Daily Exchange Rate Email NewsletterReceive daily updates on currency exchange rates directly to your inbox with this automated workflow. It fetches the latest rates for selected currency pairs anMake56$4.99
- Automate Facebook Ads Copy Creation Using Google Sheets and ChatGPTStreamline your Facebook advertising efforts by generating compelling ad copy automatically with Google Sheets and ChatGPT.Make$19.99
- Generate and Enrich Leads with Instant Sales Follow-Up AlertsThis workflow is designed to streamline the lead generation process by automatically watching for new contacts in HubSpot CRM. By integrating various data pointMake$19.99
- Automated Finance Assistant Workflow with OpenAI IntegrationThis workflow automates financial data handling using OpenAI to assist users in processing their requests efficiently.Make$8
- Automate Revolut Draft Payments from Google Sheets DataStreamline your payment process by automatically creating Revolut draft payments from data stored in Google Sheets. This workflow ensures efficient handling of Make53$2.99
- Automate Payment Tracking with Mollie and Make Data StoreAutomatically track and store new payments from Mollie in Make's Data Store, updating every 20 minutes to ensure accurate and timely records.Make27$3.99
- Automate Revolut Draft Payments from New ClickUp TasksAutomatically generate a Revolut Business draft payment whenever a new task is created in ClickUp, using recipient data stored in Airtable.Make5$4.99
- Automate Revolut Draft Payments from New Asana TasksAutomatically create a Revolut Business draft payment whenever a new Asana task is created, using Airtable to manage recipient details.Make2$3.99
- Automate Revolut Draft Payments from Airtable RecordsStreamline your payment process by automatically creating Revolut draft payments from new or updated Airtable records.Make9Free
- Automate Image Creation with Bannerbear and Google SheetsThis workflow automates the process of creating images in Bannerbear based on data inputted in Google Sheets. By monitoring new rows in a specified Google SheetMake$12.99
- Automatically Check Stripe Balance for New Webflow OrdersThis workflow automatically retrieves your Stripe account balance every time a new order is created in Webflow, ensuring you stay updated on your financial statMake6$2.99
- Automate Revolut Draft Payments from New Trello CardsAutomatically create a Revolut Business draft payment whenever a new Trello card is added. This workflow streamlines your payment process by using Trello card dMake4$4.99
- Automate Daily Currency Exchange Rate Updates to TelegramAutomatically retrieve daily currency exchange rates from the Czech National Bank and send them to your Telegram chat.Make4Free
- Automate Invoice Delivery to Finance Team EfficientlyThis workflow automatically sends PDF invoices to the designated payment handlers in your organization, ensuring timely payment processing.Make$16.99
- Automate Pre-Authorized Payments in GoPay from Typeform SubmissionsAutomatically create and send pre-authorized payments in GoPay whenever a new response is submitted through Typeform.Make2$3.99
- Automate Invoice Delivery to Your Finance Team with PDF AttachmentsThis workflow streamlines the process of sending PDF invoices directly to your finance team, ensuring timely payments.Make$19.99
- Create draft payments for refund requests received by customersRetrieve refund requests for orders (with bank transfer payments) and create a Revolut draft payment to initiate the refund back to the customers bank account. Make5$3.99
- Automate Refund Draft Payments and Team NotificationsStreamline the refund process by automatically creating Revolut draft payments for customer refund requests and notifying your team for approval.Make4$4.99
- Get daily currency exchange rates from ’NB in GmailMake will retrieve relevant currency rates on Czech koruna on schedule which you can set up yourself and send it to the recepients you want.Make3$3.99
- Automated Recipe Recommendation Workflow for Cooking EnthusiastsThis workflow automates the process of recommending recipes based on user preferences and dietary restrictions.Make$19.99
- Automate Installment Charges with Asaas from New Google Sheets EntriesThis workflow automates the creation of installment charges in Asaas whenever a new row is added to a specified Google Sheets spreadsheet. It streamlines billinMake12$3.99
- Automate Daily Currency Rate Emails via MailgunAutomatically retrieve daily currency rates from the Czech National Bank and send them to recipients via Mailgun.Make3$3.99
- MailChimp Campaign Insights Delivered to Your InboxThis workflow automates the retrieval of MailChimp campaign statistics, sending critical insights directly to your inbox. By fetching data on campaigns sent witMake$12.99
- Manage the creation and deletion of Revolut draft payments from AirtableWatch the records of an Airtable base and based on a certain trigger field create or delete Revolut draft payments. The setup of the template assumes your AirtMake5$2.99
- Automate Google Search Data Collection to Google Sheets with SerpApiEffortlessly collect Google Search results and store them in Google Sheets using SerpApi integration.Make$12.99
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