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Workflow · Finance

First of the month → close last month

On the 1st at 09:00 a task to reconcile payments, chase what is unpaid and send the numbers to your accountant.

Use in EraAll templates
2 steps · 2 apps
How it looks in the workflow editor
  1. Trigger
    On a scheduleSchedule
  2. 1Action
    Create a taskTasks
  3. DoneLogged in the run history

How it works

2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.

  1. 1

    Trigger · Schedule

    On a schedule

    The flow starts by itself on the day and time you pick.

  2. 2

    Action · Tasks

    Create a task

    A task with its description is opened for someone on your team; it shows in the task list and notifications.

Apps it uses

  • Schedule
  • Tasks

To run it

  • Modules switched on: Era, Finance
  • Picking it in Era and looking it over once

Similar templates

Start with First of the month → close last month

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era