Get Thoughtful+ Insights

Automation news, RPA best practices, and time and money-saving tips, straight to your inbox.

Use Case

All Use Cases

SI

Slack to Invoice Creation

Every hour, this bot automatically creates new invoices, checks invoice paid status and notifies the customer.

Industry:

Finance/Accounting

All Industries

Function:

Accounts Receivable

Steps

  1. Open spreadsheet containing invoice data.
  2. Parse fields for invoice entry to QuickBooks.
  3. Enter invoice in QuickBooks and send Slack notification.
  4. Look for any paid invoices and update on spreadsheet.
  5. Send Slack notification for paid invoices.

Popular Applications

Our services are not limited to these applications. This bot is available for any cloud based application.

QuickBooks
QuickBooks
Slack
Slack
Lighthouse Payments
Lighthouse Payments

Share

SI

Book a demo of this bot

A no obligation way to understand how automation can increase efficiency, productivity, and accuracy.

Get a Demo

Related

MC

Email Marketing Campaign

Automating email marketing campaigns with a platform like Thoughtful can bring numerous advantages to a business. Firstly, automating repetitive tasks saves time and effort, allowing marketers to focus on more strategic tasks. Secondly, it ensures consistency and accuracy, as emails are sent out on schedule and with the correct messaging. Automation also provides valuable insights and data analytics to help companies make informed decisions and optimize their email campaigns. It enables personalized and targeted email marketing efforts, leading to higher engagement and conversion rates. Additionally, automation helps companies scale their email marketing efforts and reach a wider audience more effectively. Automating email marketing campaigns can result in improved performance, increased productivity, and a better return on investment.

TC

Tax Collection and Compliance

Automating Tax collection and compliance with Thoughtful can bring a range of advantages to a government agency or organization. The software can help streamline the collection process and ensure compliance with tax laws and regulations. It can automate tax return filing, reporting, and payment processing tasks, reducing the need for manual data entry and minimizing the risk of errors. It can also help track taxpayer information, making it easier to identify trends and make data-driven decisions. Additionally, by automating the tax collection and compliance process, Thoughtful can help organizations become more efficient and organized, making it easier to find and retrieve taxpayer information when needed. With Thoughtful, organizations can also easily comply with regulations, such as tax laws and other financial compliance. The software can also help organizations to automate the process of tax assessments, refunds, and audits, reducing the administrative burden and increasing the accuracy of the tax collection process.

ES

Email Sorting

Automating Email sorting and categorization with Thoughtful can bring a range of advantages to a business or individual. The software can help to automatically sort and categorize incoming emails, reducing the need for manual sorting and making it easier to find important messages. It can also help to reduce spam and unwanted emails by using advanced algorithms and machine learning techniques. Additionally, Thoughtful can help to improve overall productivity by automating tasks such as email triage, categorization, and response. By automating these processes, Thoughtful can help users to become more efficient and organized, making it easier to find and retrieve information when needed and make data-driven decisions. With Thoughtful, businesses or individuals can also optimize their operations by using real-time data to plan and schedule tasks, improve efficiency, and reduce costs. Furthermore, it can also help to comply with regulatory compliance and industry standards, such as GDPR and other data privacy regulations.