workflow-automation
OfficialStreamline accounting firm operations.
Finance & Accounting#automation#workflow#process optimization#deadline management#accounting firm#QBO integration
AuthorAeyeOps
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill automates repetitive accounting firm workflows, from client onboarding and document collection to deadline management and reporting, significantly reducing manual effort and errors.
Core Features & Use Cases
- Event-Driven Automation: Leverages QBO webhooks and other triggers for real-time process initiation.
- Automated Workflows: Manages document collection, deadline reminders, recurring task generation, and report distribution.
- Use Case: Automatically send document requests to clients for tax preparation, track their submissions via a portal, and send reminders as the deadline approaches, all without manual intervention.
Quick Start
Configure QBO webhooks to trigger automated task creation for new invoices.
Dependency Matrix
Required Modules
None requiredComponents
scriptsreferences
💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: workflow-automation Download link: https://github.com/AeyeOps/aeo-basis-plugin-marketplace/archive/main.zip#workflow-automation Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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