Upload invoices invoice_batch_01.pdf
Invoice Processing
Automate invoice data extraction and organize financial tasks in ClickUp for streamlined accounting workflows.
Import support tickets support_tickets.csv
Create financial tasks Invoices_Q1
Customer Feedback Analysis
Analyze customer feedback from support tickets and prioritize product development tasks in ClickUp.
Classify feedback sentiment
Update product tasks Feedback_March
Load leads data leads_list.xlsx
Sales Lead Prioritization
Prioritize sales leads using AI scoring and create follow-up tasks in ClickUp for the sales team.
Score and rank leads