Recipes by topic

Work on a schedule

Recipes for work XataWorks repeats by itself. 7 recipes.

• A monthly finance pack from Zoho Books

  Profit and loss, balance sheet, bank and overdue invoices as a report, made again every month.

  Zoho Books · Reports

• A monthly sales report from your invoices

  Invoice by asking, then get a report of what was billed, paid and owed every month.

  Databases · Reports

• A weekly pipeline review from Zoho CRM

  Deals closing this week by stage and owner, plus the overdue ones, made again every Monday.

  Zoho CRM · Reports

• A weekly report from your Shopify store

  A report of your recent orders from your own admin, exported as a PDF and made again every week.

  Shopify · Reports

• File the receipts in your inbox into Zoho Books

  Receipts in your inbox checked against Zoho Books, and the missing ones recorded with their PDFs.

  Zoho Books · Zoho Mail · Mail

• Track expenses from the receipts in your inbox

  The agent files each emailed receipt as a record, and a monthly report by category comes from the database.

  Mail · Databases · Reports

• Turn Slack requests into a task list

  Requests made in Slack become tasks in a shared database, each linked to its message, collected every week.

  Slack · Databases

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