Automation workflows — click to run
Invoice importer
Watches a folder for PDF/CSV invoices, extracts line items via OCR, posts to local ledger DB
Active · 1,243 rows today
Parts price sync
Reads supplier CSV exports, updates local price DB, flags items with >5% cost change
Active · last run 12s ago
Customer DB dedupe
Finds duplicate customer records using fuzzy name + address matching, flags for review
Scheduled · 2:00 PM
Monthly report gen
Pulls quote totals, job status, and revenue from local DB, generates a PDF summary report
Scheduled · Jun 1
OCR data entry
Converts scanned paper forms or photos of delivery tickets into structured DB records automatically
Active · on-demand
Local DB backup
Nightly SQLite snapshot to a local NAS or USB drive. No cloud required. 30-day rolling history.
Active · nightly 11 PM