- Tech for Finance
- How to supercharge your spreadsheets using Zapier Tables, the AI dilemma, AI for quality e-mail responses
How to supercharge your spreadsheets using Zapier Tables, the AI dilemma, AI for quality e-mail responses
1-2-3 Newsletter - Read Time - 2 Mins
In today's edition:
1 Tutorial - How to supercharge your spreadsheets using Zapier Tables
2 Expert resources - The REAL reason financial implementations fail, the AI dilemma
3 Tech tools - AI for quality e-mail responses, AI document assistant, website data extraction + Q & A
1/ How to Supercharge your spreadsheets using Zapier Tables
So, spreadsheets are great, but they lack interactivity.
In this guide, I’ll take you through how to upload budget and forecast information to Zapier Tables.
And then trigger a DM in slack when someone makes a change to a budget line.
Login to Zapier tables
Import your spreadsheet
Create a Zap to trigger a Slack notificatino
Check out the Notion page for the full detailed guide on how to set this up.
Notion Page - Click here
This has the potential to open up a whole new world of automation, and avoid 137 different spreadsheet versions.
What will you use this for?
2/ Expert Resources
1. The REAL reason financial implementations fail
This week we released another episode of the podcast with Anthony Perozzi.
"The REAL reason financial implementations fail (and how you can avoid it)"
We talked about:
Change Management in Transformation Programs
Business Involvement in Finance Transformation
Preparing for Successful Finance Transformation
Partnering and Collaboration in Implementations
Excel and Collaborative Tools for Traditionalists
And much much more.
You can listen here, and watch here.
2. The AI Dilemma
My friend Tariq Munir just realsed a column for CFO Magazine.
He talks about a a practical game plan to successfully start on your AI deployment journey.
"Finance Transformation: The AI Dilemma"
You can find a link to it in his recent post here.
Don't forget to follow Tariq to keep up to date.
3/ Tech Tools
IMPORTANT - Always read the data policy for any tools you try. If you’re ever unsure, make sure your data, and any customer or supplier data is anonymised (or don't use it!)
NOTE - I am not affiliated with any of the tools in this e-mail.
So that’s it for this week.
Until Next Time
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