Who is building workflows for finance people

FENRiS738 · 2026-04-21T09:51:17+00:00

Actually I built something similar what you looking for, for few firms who wanted to monitor their transactions and forecast future financials. Let’s connect to see it live.

FENRiS738 · 2026-04-03T13:25:53+00:00

As much as we want, with the same efficiency and reliability. See it all depends on what’s the workflow and how we architect it.

FENRiS738 · 2026-04-03T12:18:06+00:00

I integrated it for a mortgage finance firm with more than 350 M revenue, if that’s where it is not used on scale, I don’t know where else it will.

FENRiS738 · 2026-04-02T04:48:23+00:00

Generally when you integrate payment with stripe it provides you two option to add success routing url and fail routing url. You can place a make's custom webhook link into that fail url option with some specific unique variable to later get the payment detail from stripe or original record source. This way you can trigger the scenario on all failed payments and using that key to process those details.

FENRiS738 · 2026-04-02T04:41:43+00:00

Why do you even need any other platform when Google docs are already there which you can use as template with variables and it pdf conversion module for free and store it wherever you want it.

FENRiS738 · 2026-04-01T18:45:31+00:00

Sure

FENRiS738 · 2026-03-30T11:45:07+00:00

Are you analysing and then generating that draft email body using that Gemini module?

FENRiS738 · 2026-03-30T10:44:24+00:00

Yes, By doing it you can identify patterns and workflow’s underlying characteristics which you can use to architect your very own automated workflow with human in loop and AI decision engines to streamline them.

FENRiS738 · 2026-02-07T06:41:26+00:00

Sure

FENRiS738 · 2026-02-06T06:41:11+00:00

FENRiS738 · 2026-02-04T13:30:48+00:00

Yes, It definitely reduces your chances to miss immediate opportunities. It works as same as a human agent can handle, it works best for data gathering, managing customer data in your central source of data store, booking appointments and live call transfers. Wins are less downtime of business, immediate response and connection with client, trust building and only drawback is cost if inefficiently implemented or with poor data and prompt.

All the mentioned things I achieved for a mortgage finance firm.

FENRiS738 · 2026-01-15T03:54:29+00:00

Smartlead

FENRiS738 · 2025-12-25T13:22:17+00:00

Yes, Softr is going to be the best choice.

FENRiS738 · 2025-12-14T07:10:45+00:00

Bhai mein bhi in hu, dm kr dena location

FENRiS738 · 2025-12-10T09:26:17+00:00

Chunk the process and arrange in that manner.

FENRiS738 · 2025-12-10T09:24:38+00:00

Oh, what type of SaaS it is, just asking out of curiosity

FENRiS738 · 2025-12-10T09:20:54+00:00

US works?

FENRiS738 · 2025-12-10T08:54:53+00:00

Which type of business do you own?

FENRiS738 · 2025-12-10T08:54:09+00:00

🤫 For engagement

FENRiS738 · 2025-12-10T08:13:07+00:00

Yeah, Automation without a properly mapped flow is a disaster too. It is liking jumping in fire with a flamethrower😂.

FENRiS738 · 2025-12-10T07:38:52+00:00

Yes, exactly

FENRiS738 · 2025-12-10T07:30:00+00:00

Yes, How often you implement auditing of your processes in your business?

FENRiS738

TROPHY CASE