Customer SupportNew
Ecommerce refund and returns agent with approval
Check each refund or return request against your policy, get a person to approve, then call your refund endpoint and message the customer.
WeKn
HT+1
HT+1
Function
Finance and Accounting workflow templates
Invoices, expenses, collections and reporting. Start with Ecommerce refund and returns agent with approval, Extract invoices from email into Google Sheets with approval or Send polite overdue invoice and fee reminders with a dry-run mode.
5 templatesBrowse freeDeploy on Pro and above
Finance and AccountingNew
Extract invoices from email into Google Sheets with approval
Reads PDF or scanned invoices from a mailbox, checks the numbers, and logs each one to Google Sheets only after a person approves it.
Em
Op
OpFinance and AccountingNew
Send polite overdue invoice and fee reminders with a dry-run mode
Checks your receivables sheet every day, drafts courteous WhatsApp or email reminders, and sends them only after approval. Dry run is on by default.
Sc+1Finance and AccountingNew
Validate UAE VAT tax invoices (TRN, 5% VAT, AED, Arabic or English)
Reads supplier invoices from Outlook and checks the TRN, 5% VAT maths and AED details. Problem invoices go to your accountant, results to Sheets.
OpFinance and AccountingNew
Capture receipts on WhatsApp into a categorised expense ledger
Employees send a receipt photo on WhatsApp. AI reads and categorises it, they confirm, and big or doubtful ones go to a manager before Sheets.
HTOpBrowse free. Deploy on Pro and above.
Every template is open to read. Deploying one into your workspace needs a Pro, Team or Enterprise plan; Starter workspaces can browse the whole library.