The Gallery Is Here: Automate Faster with Community-Powered Workflows and Templates
Finance teams aren’t short on tools. But most automation platforms weren’t built for how finance actually works. They’re rigid. Over-engineered. And often require IT just to make simple or customized changes.
That’s why we built Tesorio Workflows—a no-code engine that helps finance teams automate the processes that slow them down, from tagging invoices and routing approvals to syncing critical data across systems.
Why Use Tesorio Workflows?
- Save Time – Automate repetitive tasks like invoice assignments, PO matching, and note-taking.
- Increase Accuracy – Reduce manual errors by standardizing processes across your team.
- Move Faster – Trigger real-time alerts and updates—no delays, no bottlenecks.
- Empower Your Team – Give finance users automation superpowers, no technical skills required.
Now, we’re making it even easier to automate busywork with the launch of the Workflow Gallery.
Automate Smarter Without Starting from Scratch
Now, we’re making it even easier to eliminate busywork with the launch of the Workflow Gallery.
The Gallery is your shortcut to proven automations. It’s a curated library of templates and pre-built workflows—some shared by customers like Pendo and Intercom, and others crafted by Tesorio based on best practices from across our customer community.
Instead of building every workflow from scratch, start with what already works and tailor it to your team’s process in minutes.
To help you get started fast, the Gallery offers two paths:
- Pre-Built Workflows – Ready-to-use automations with simple setup. Just flip one on to handle tasks like flagging missing POs or syncing churn risk to Salesforce.
- Workflow Templates – Flexible starting points for common use cases like invoice routing, approval notifications, and data syncing. Customize them with a few clicks to fit your processes.
Built by Finance Teams, for Finance Teams
The Workflows Gallery features real automations created by real users—teams who’ve felt the pain of manual processes and decided to fix them for good.
At Pendo, Melissa, a Senior Credit & Collections Manager, built a workflow to automatically tag invoices missing POs, helping her team proactively resolve issues and cut down hours of manual follow-up each week:
“The flexibility of Tesorio’s Workflows has been a game-changer. We can configure automation to match exactly how we manage collections—whether it’s adding notes at the invoice level or ensuring accounts are categorized and assigned tags correctly—all without manual intervention, saving us hours per week.”
— Melissa Zmuda, Pendo
At Intercom, Russell, a Senior Collections Analyst, created a workflow to automatically add notes when tags are applied, making documentation more consistent and less manual:
“Tesorio Workflows is intuitive and easy to manage without technical expertise—far more user-friendly than other workflow tools I’ve used. It’s thoughtfully designed to simplify automation, saving time on processes that used to require manual effort.”
— Russell McBain, Intercom
Now, these same workflows are available in the Gallery, helping finance teams across the Tesorio community work smarter and move faster.
What Will You Automate First?
Whether you're optimizing collections, streamlining approvals, tightening reporting, or just done with repetitive tasks, the Workflows Gallery gives you a head start.
These workflows are field-tested, quick to deploy, and already delivering results for finance teams moving faster. Now, they’re ready for you.
New to Tesorio? Book a demo to see how Workflows can streamline your cash flow operations.