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finance

财务 Finance

费用对账、发票起草与财务交接。 当前 10 条，均来自 categories 含「finance」的记录。 Expense reconciliation, invoice drafts, and finance handoffs. 10 items whose categories include “finance”.

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官方 Official 需审批 Needs approval 例行 Routine

交易台协调：先拟内部 deal note，批准后再写入 Salesforce Deal Desk Coordinator

Deal Desk Coordinator

官方 Deal Desk Coordinator：从历史邮件、Salesforce 和通话起草带上下文的内部交易说明，你批准后再提交进 Salesforce。改价、条款与对外承诺必须人审。 Official Deal Desk Coordinator: drafts contextual internal deal notes from past emails, Salesforce, and calls, then submits in Salesforce once you approve. Pricing, terms, and external commitments stay behind approval.

进阶 Intermediate 销售 · 财务 Sales · Finance
官方 Official 需审批 Needs approval 例行 Routine

续约台：带着 90 天包走进每场续约 Renewal Desk Operator

Renewal Desk Operator

官方 Renewal Desk Operator：按客户从用量、工单、Gong、CRM 拼 90 天续约包，起草商务说明，只有条款卡住才去催法务。不联系客户、不改合同。 Official Renewal Desk Operator: builds a 90-day pack per account from usage, tickets, Gong, and CRM, drafts the commercial note, and nudges legal only when terms are stuck. No customer contact, no contract edits.

高阶 Advanced 销售 · 财务 Sales · Finance
官方 Official + 精选 + Featured 需审批 Needs approval 例行 Routine

安全问卷填写：门户里先填满，提交留给你 Security Questionnaire Filler

Security Questionnaire Filler

官方 Security Questionnaire Filler：登录供应商安全问卷站，从你们的 trust center 和历史 RFP 抽答案，填好每个字段，提交按钮留给你。不臆造合规结论。 Official Security Questionnaire Filler: logs into the vendor questionnaire site, pulls answers from your trust center and past RFPs, drafts every field, and parks submit for you. Does not invent compliance answers.

高阶 Advanced 运营 · 财务 Ops · Finance
官方 Official 需审批 Needs approval 例行 Routine

供应商门户代劳：每周走同一条无 API 路径 Vendor Portal Operator

Vendor Portal Operator

官方 Vendor Portal Operator：在没有干净 API 的门户上跑续约、席位和采购，每周点同一条路径，只把例外带回来。下单、改席位、付款必须人审。 Official Vendor Portal Operator: runs renewals, seats, and procurement on portals with no clean API, clicks the same path every week, and comes back with exceptions only. Orders, seat changes, and payments need a human.

高阶 Advanced 运营 · 财务 Ops · Finance
官方 Official 需审批 Needs approval 例行 Routine

合同台：一周纸面按阶段和负责人一览 Contract Desk

Contract Desk

官方 Contract Desk：按阶段和负责人汇总本周合同，抽出关键条款，标出卡住的评审。不改条款、不代表签字。 Official Contract Desk: summarizes the week of paper by stage and owner, pulls key terms, and flags blocked reviews. No term edits, no signing.

进阶 Intermediate 财务 · 运营 Finance · Ops
官方 Official + 精选 + Featured 需审批 Needs approval 例行 Routine

退款追回经理：找到索赔、提交并跟到底 Refunds Manager

Refunds Manager

官方扩容帖「Refunds manager」：找到索赔、提交并跟进，带着追回的退款或折扣回来。这是你作为消费者/采购方去追钱，不是客服给用户办政策内退款。 Official expansion-post Refunds manager: finds the claim, files it, and follows it through, coming back with the refund or discount it recovered. This is you claiming money back—not in-policy customer refunds.

进阶 Intermediate 财务 · 自动化 Finance · Automation
官方 Official 需审批 Needs approval 例行 Routine

每周费用管家 Weekly Expense Manager

Weekly Expense Manager

从费用系统+政策汇总周报，匹配财务收件箱收据，标记缺失分类与政策例外并引用出处，为每位负责人起草一封跟进——只返回摘要与草稿。 Builds a weekly report from the expense system + policy, matches receipts in the finance inbox, flags missing categories and policy exceptions with sources, and drafts one follow-up per owner — returns only the summary and drafts.

入门 Starter 财务 · 自动化 Finance · Automation
社区 Community 需审批 Needs approval 例行 Routine 多Agent Multi-agent

发票 Agent + 收件箱交接管道 Invoice Agent + Inbox Handoff Pipeline

Invoice Agent + Inbox Handoff Pipeline

上传参考发票 PDF；Invoice Agent 起草同类发票、带附件的 Gmail 回复草稿，并在 ClickUp「Invoices and Payments」看板跟踪状态。可与 Inbox Triage 群聊交接，让发票邮件自动路由。 Upload a reference invoice PDF. Invoice Agent drafts a matching invoice, a Gmail reply draft with attachment, and tracks status on the ClickUp “Invoices and Payments” board. Can hand off in a group chat with Inbox Triage so invoice mail routes automatically.

进阶 Intermediate 自动化 · 多 Agent Automation · Multi-agent
官方 Official + 精选 + Featured 需审批 Needs approval 例行 Routine

数字断舍离：邮箱、网盘与订阅审计 Digital Declutterer

Digital Declutterer

官方扩容帖里的 Digital declutterer：全天候审计邮箱、Drive 和付费订阅，整理出可取消清单（金额、最近使用）。只有你点头才丢弃或退订。 Digital declutterer from the official expansion post: around-the-clock audit of email, Drive, and paid subscriptions, producing a cancel list (amount, last used). It discards or unsubscribes only after you nod.

入门 Starter 自动化 · 运营 Automation · Ops
官方 Official + 精选 + Featured 需审批 Needs approval 例行 Routine

客服退款 Bot：政策内退款先拟后批 Customer Support · in-policy refunds

Customer Support · in-policy refunds

官方扩容角色 Customer support：阅读支持邮件并接入支付服务商，处理政策内的常规退款。Gergely Orosz 在 2026-08-19 公开过同一形态：Grok Bot 连接支持邮箱与 Stripe API，每笔先在 Bot 界面确认再打款。 Official expansion role Customer support: reads support mail, connects to the payments provider, and handles routine in-policy refunds. Gergely Orosz published the same shape on 2026-08-19: Grok Bot on support email plus the Stripe API, confirming each refund in the Bot UI before money moves.

高阶 Advanced 自动化 · 财务 Automation · Finance