Gmail and QuickBooks Online automations

Ready-made scenarios where Gmail and QuickBooks Online work for you: pick one — a copy appears in your account and runs on its own.

47 scenarios

Birthday greetings and a promo code — automatic, right on the day
Tasks from your email into one base
Route each new order into your CRM, invoices, and mailing list
A morning portfolio summary by email — automated
Scheduled invoice payment reminders for customers
A daily order report to your inbox
Auto-reply to 'where's my order' with live store status
Automatic payment reminders for QuickBooks Online invoices
AI that sorts and labels your incoming email
A PDF pricing proposal from your sheet — sent to the client
Invoices from an order form — issued and sent automatically
An invoice to the client — from one status change
Video ideas from viewer comments — on a schedule
Recover abandoned carts with a coupon email
A personal assistant in Telegram — by voice and text
Weekly store sales analysis with AI
Refunds from your inbox: parse the email, check the order, answer the customer
A client invoice, from collecting details to sending
Supplier orders from low stock — out of QuickBooks Online, automatically
Invoicing a client: the scenario collects the details and issues it
A morning HR summary with risks, emailed for you
The customer's order right inside the support ticket — no manual lookup
Your post analytics, emailed on a schedule
Urgent emails from key clients, turned straight into tasks
Welcome emails for new customers with tracking
A weekly report: the week against your goals
Automatic resume scoring against your job profile
IoT compliance monitoring and ESG reporting on autopilot
Invoice intake with reading, risk checks and approval
Review sentiment analysis and an AI report to your inbox
Appointment reminders 3 days and 1 day before — by email and message
Auto-create invoices from your inbox
Events on autopilot: registration, payment, reminders
Order questions answered on their own
Customer feedback sorted into themes, tasks and a weekly report
A weekly reminder of tasks with deadlines
Inbox sorted by topic and importance, automatically
Invoices from your inbox straight into your books — no retyping
Consolidating revenue from every till and prepping filings
Reconcile payments, bank and orders — mismatches found for you
Emailed invoices — into your books, automatically
Ecommerce support that answers from your own policies and catalog
A daily digest to subscribers by their topics — hands-off
Invoices from orders and payment reminders — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
Invoices and payment reminders — from order to paid
Abandoned-cart recovery — email, SMS and a discount in sequence