Financial and Administrative WorkflowsPurpose
1.2. Automate report scheduling, document formatting, routing, and send-outs to reduce manual intervention and error risk.
1.3. Maintain compliance with internal audit cycles and regulatory requirements by archiving financial reports and maintaining a history of send-outs for traceability.
Trigger Conditions
2.2. Scheduled intervals (monthly/quarterly/yearly closing).
2.3. Receipt/approval of finalized report status by finance manager via internal tool.
2.4. Upload of document to document management system.
2.5. API/webhook call indicating end of financial cycle.
Platform Variants
3.1. Microsoft Outlook
• Feature/Setting: Send email via Outlook 365 API
• Configure: “SendMail” endpoint, recipient address, attachment (PDF/Excel report).
3.2. Google Drive
• Feature/Setting: Upload file to shared financial folder
• Configure: Set target folder ID, permissions, “Files.create” API.
3.3. Slack
• Feature/Setting: Post direct report links to #finance-management
• Configure: “chat.postMessage” API with file links.
3.4. Dropbox
• Feature/Setting: Auto-upload to /Reports/Financials folder
• Configure: “/files/upload” API endpoint, shared link creation.
3.5. SendGrid
• Feature/Setting: Dispatch reports via branded email templates
• Configure: “/mail/send” API with attachments and recipient variables.
3.6. SAP
• Feature/Setting: Upload/export via “Report Output” API
• Configure: Integration with SAP Cloud Platform output channel.
3.7. Salesforce
• Feature/Setting: Create Chatter post or Case note with attached reports
• Configure: “Chatter Files” API, loop through finance contacts.
3.8. Microsoft Teams
• Feature/Setting: Send message with report to finance group
• Configure: “Send channel message” API with file/sharepoint link.
3.9. Box
• Feature/Setting: Upload to /Financials, generate secure share URL
• Configure: “box.files.upload” API, “getSharedLink()”.
3.10. Zoho Books
• Feature/Setting: Finalize export, trigger workflow to email report
• Configure: “Reports API” to export, “sendEmail” workflow rule.
3.11. QuickBooks Online
• Feature/Setting: Schedule and send Profit and Loss report
• Configure: “Reports API”, “createEmailReport” endpoint.
3.12. DocuSign
• Feature/Setting: Send report for executive e-sign acknowledgement
• Configure: “Envelopes:create” API with report as document.
3.13. Twilio SMS
• Feature/Setting: Notify stakeholders report is ready
• Configure: “Messages” endpoint, send SMS with download URL.
3.14. Gmail
• Feature/Setting: Auto-send report emails with attachments
• Configure: “send” API, subject templating, file insert.
3.15. OneDrive
• Feature/Setting: Sync finalized report in shared folders
• Configure: “DriveItem:Create“ or update API, set access permissions.
3.16. Atlassian Confluence
• Feature/Setting: Attach report to a finance wiki page
• Configure: “Attachments” API, set to latest cycle’s page.
3.17. Monday.com
• Feature/Setting: Update finance board with report download link
• Configure: “files” column mutation, set permissions for team.
3.18. Notion
• Feature/Setting: Save report in finance knowledge base
• Configure: “pages.create” API, attach file to database.
3.19. SharePoint
• Feature/Setting: Distribute and archive to /FinancialReports
• Configure: “files.add” API, set audit trail.
3.20. FTP/SFTP
• Feature/Setting: Upload financial reports to secure company SFTP
• Configure: Automated file transfer to partner SFTP directory.
Benefits
4.2. Ensures all stakeholders receive correct versions, on time, with access compliance.
4.3. Simplifies audit and regulatory review via automated traceability.
4.4. Increases reliability and professionalism for internal and external communications.
4.5. Standardizes financial data sharing processes across diverse teams and platforms.