FinanceAutomation

Auto-Send Invoice Reminders

Set up an automation that tracks your outstanding invoices. When a payment becomes overdue, Leoparo drafts and sends a polite reminder email to the client — keeping your cash flow healthy without awkward manual follow-ups.

GmailGmail
GooglesheetsGooglesheets

Example prompt

“When an invoice in my spreadsheet is overdue, send a payment reminder email”

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Finance
GmailGooglesheets

Extract Invoices to Spreadsheet

Pull invoice data from emails and organize it in Google Sheets.

Finance
GooglesheetsGmail

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Compare planned budget against actual expenses from email receipts.

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HubspotGooglesheets

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Pull deals data from HubSpot and build a revenue report in Sheets.

Finance
GmailGooglesheets

Track Recurring Subscriptions

Find all subscription charges in your email and list them in a spreadsheet.

Finance
GooglesheetsSlack

Monthly Financial Summary to Slack

Generate a monthly financial summary from Sheets and post it to Slack.

Finance
StripeGooglesheets

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Pull Stripe payments and subscriptions into a Google Sheets tracker.

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