Workflows · Opening soon
Describe the data job you do every week
Mammoth's AI agent builds the workflow from your words and checks it on your own exports. Or start from one already built below.
105 workflows
Reconcile
Match two sets of records line by line, and see what agrees, what differs and what is missing on either side.
- Bank reconciliationEvery line matched, flagged for a date check, or missing from one sideSee the workflow Template
- Payment reconciliationEach payout matched to its bank deposit, flagged for a date check, or missingSee the workflow Template
- Cash reconciliationEach day's takings matched to a bank deposit, or flagged as not bankedSee the workflow Template
- Three-way matchEach PO line: matched, partly received, billed more than received, or price differsSee the workflow Template
- Invoice reconciliationEach invoice paid in full, part-paid, overpaid or not paid, and payments with no invoiceSee the workflow Template
- Credit card reconciliationEach charge matched, missing from expenses, or booked but not on the statementSee the workflow Template
- Payroll reconciliationEach net pay line matched to a bank payment, or flaggedSee the workflow Template
- Vendor statement reconciliationEach invoice: agrees, differs, or appears on only one sideSee the workflow Template
- Intercompany reconciliationEach reference: agrees (adds to zero), differs, or is booked on one side onlySee the workflow Template
- Inventory reconciliationEach SKU: agrees, over, short, or only on one sideSee the workflow Template
- GL account reconciliationEach account: agrees, differs, or appears on one side onlySee the workflow Template
- Duplicate payments checkCheck for duplicate payments in QuickBooks exports by matching vendor payments to bills and flagging duplicate payment cases.See the workflow Built by the agent
- Match Stripe payouts to QuickBooks depositsMatch Stripe payouts to QuickBooks deposits each Monday and flag anything missing, short, duplicate, or extra.See the workflow Built by the agent
- Deposit reconciliationMatch bank statement exports to QuickBooks deposits exports by date and amount, then see which deposits agree and which are missing.See the workflow Built by the agent
- Match PayPal transfers to QuickBooksMatch PayPal transfers to QuickBooks deposits, and flag transfers that do not line up by date or amount.See the workflow Built by the agent
- Match Amazon settlements to QuickBooksMatch Amazon settlements to QuickBooks deposits, break out fees, refunds, and reserve holds, and flag missing, short, or duplicate payouts.See the workflow Built by the agent
- Match an Amex statement to QuickBooksMatch Amex statement lines to QuickBooks card charges by date, payee, and amount. See which lines agree, are missing, or are duplicates.See the workflow Built by the agent
- Match Brex transactions to QuickBooksMatch exported Brex card transactions to QuickBooks expenses by date and amount, then see which rows agree and what needs a check.See the workflow Built by the agent
- Match Etsy payouts to QuickBooksMatch Etsy payout exports to QuickBooks deposits, then mark each row as Agrees or show what is off.See the workflow Built by the agent
- Match Expensify reports to XeroCheck approved Expensify expenses against Xero bills, see which match, and list rows that need a look.See the workflow Built by the agent
- Match Ramp transactions to NetSuiteMatch Ramp card transactions to your NetSuite credit card register, then flag agreed, missing, mismatched, and extra lines.See the workflow Built by the agent
- Match Shopify payouts to XeroMatch Shopify payouts to Xero bank lines by date and amount, then flag mismatches and missing rows.See the workflow Built by the agent
- Match Square deposits to QuickBooksMatch Square transfers to QuickBooks deposits and flag anything off by amount or missing.See the workflow Built by the agent
- Match Stripe payouts to Xero bank depositsMatch Stripe payouts to Xero bank deposits by amount and date, and flag payouts that never landed in the bank feed.See the workflow Built by the agent
- Match WooCommerce orders to Stripe chargesCheck WooCommerce orders against Stripe charges by amount, with status notes for matches, differences, and missing charges.See the workflow Built by the agent
- Parcel invoice auditAudit UPS freight invoices against tracking detail, flag duplicate charges, late deliveries, and unexpected surcharges.See the workflow Built by the agent
- Supplier invoice price vs PO priceCompare supplier invoice lines to purchase order rates from NetSuite exports and flag over-rate, duplicate, or match status.See the workflow Built by the agent
Aging
Split what is owed by how overdue it is, and see how long customers take to pay.
- DPO by monthDays payable outstanding for every month, with bills received and what was unpaid at month endSee the workflow Template
- AR agingWhat each customer owes, split into 1-30, 31-60, 61-90 and over 90 days overdueSee the workflow Template
- DSO by monthDays sales outstanding for every month, with credit sales and what was owed at month endSee the workflow Template
- AP agingWhat you owe each supplier, split by how overdue it isSee the workflow Template
Combine
Stack files that keep arriving, or pivot rows from many sheets into one summary.
Clean
Remove duplicate rows, catch invoices paid twice, match messy names to a master list, standardise spellings and turn wide tables long.
- Remove duplicatesOne row of each, with a Copies column saying how many there wereSee the workflow Template
- Match names to a master listEach record with its master name (and ID), and how it matchedSee the workflow Template
- Compare two listsCompare two exported spreadsheet lists by email, see matches, and label rows where name and email agree or differ.See the workflow Built by the agent
- Duplicate invoice checkPairs of bills that look paid twice: same supplier, same amount, close dates or the same numberSee the workflow Template
- Standardise namesA Standard name for every row, so spellings of the same name group togetherSee the workflow Template
- Split full names into first and lastSplit full names into first and last name, keep useful name parts, and flag rows that need a check in your exported spreadsheet file.See the workflow Built by the agent
- Unpivot wide dataA long table: one row per label and period, with its valueSee the workflow Template
- Convert transactions to one currencyConvert bank transactions in euro, pounds, and cad to usd using a daily fx rate table and check which rows match.See the workflow Built by the agent
Customers
Cohorts, churn, repeat purchases, retention, RFM segments and recurring revenue, from your orders or payments.
- Cohort retentionEach month's new customers, and the share still buying 1, 2, 3… months laterSee the workflow Template
- RFM segmentsEvery customer scored 1-5 on recency, frequency and spend, with a segmentSee the workflow Template
- Net revenue retentionNet and gross revenue retention for every monthSee the workflow Template
- Repeat purchase rateEach month's new customers and the share who ordered again within 90 daysSee the workflow Template
- Churn rateEach month: customers at the start, how many were lost, and the churn rateSee the workflow Template
- CAC payback periodSee how many months it takes each cohort to earn back acquisition cost from spend and new MRR, from your Stripe export.See the workflow Built by the agent
- Involuntary churn and failed payment recoveryTrack failed subscription payments, retries, and churn from Stripe exports, with invoice and subscription status for this month.See the workflow Built by the agent
- MRR movementEach month's recurring revenue: start, new, expansion, contraction, churned, endSee the workflow Template
- Stripe failed payments, weeklyList failed Stripe payments each week, with decline reason and whether the customer paid later.See the workflow Built by the agent
- Stripe MRR by planShow MRR by plan each month from your Stripe subscriptions export, with customer counts and row checks.See the workflow Built by the agent
- Year-over-year growth by product lineCompare each month this year to the same month last year, with growth % and a status for product line sales exported from QuickBooks.See the workflow Built by the agent
- Chargebee MRR movementCheck Chargebee monthly MRR movement by customer and subscription, including new, expansion, contraction, churn, and reactivation.See the workflow Built by the agent
Finance close
Consolidate entities, compare budget to actual, build a trial balance, review month-on-month moves and work out commission.
- Expense report from card transactionsTurn Amex card exports into an expense report per employee, with category totals and missing receipts flagged.See the workflow Built by the agent
- Vendor spend analysisEach supplier's spend over the last 12 months, its share, and the change on the 12 beforeSee the workflow Template
- Match customer payments to open invoicesMatch bank payments to QuickBooks open invoices by customer and amount, and see what is still unapplied.See the workflow Built by the agent
- Multi-entity consolidationEvery entity's balances in one currency, by accountSee the workflow Template
- Flux analysisEvery account's last month against the month before, with moves over your limits flaggedSee the workflow Template
- Budget vs actualBudget, actual and variance for every account and monthSee the workflow Template
- Price-volume-mix analysisThe change in revenue for each product, split into price, volume and mixSee the workflow Template
- Trial balanceEvery account's debit or credit balance at the period endSee the workflow Template
- Sales commissionEach rep's sales and commission by month, with an accelerator above quotaSee the workflow Template
- Code transactions to GL accountsUse exported QuickBooks files to code card and bank transactions to GL accounts, apply vendor rules, and flag rows with no rule.See the workflow Built by the agent
- Deferred revenue scheduleSpread Stripe invoices over service months and track month-end deferred revenue in one workflow.See the workflow Built by the agent
- Fixed asset register and depreciationBuild a fixed asset register from exported QuickBooks buys, asset life schedules, and account lists. Calculate straight-line monthly depreciation and net book value.See the workflow Built by the agent
- Map a chart of accounts to a new oneMap a QuickBooks trial balance to a new Xero chart of accounts, then flag unmapped, duplicate, and not mappable accounts.See the workflow Built by the agent
- Categorize bank transactionsCategorize bank transactions from a bank export, match description words to your category list, and flag rows to review.See the workflow Built by the agent
- 1099 vendor payments reportSee what you paid each contractor this year and flag the ones over $600 who need a 1099 and are missing a tax ID, from QuickBooks exports.See the workflow Built by the agent
Stock and products
Find the few products that make most of your sales, what sells together, and the stock that sits too long.
- Pareto (ABC) analysisEvery item ranked by its total, with its share, the running share and an A, B or C classSee the workflow Template
- Market basket analysisEvery pair of products bought together, with support, confidence and liftSee the workflow Template
- Inventory turnover and days on handEach product's turnover and days of stock on hand, month by monthSee the workflow Template
- Dead stock reportList SKUs with stock on hand, no sales in 90 days, and tied-up inventory value from Shopify product and order exports.See the workflow Built by the agent
- Sell-through rateEach product's units received, units sold, what is left and its sell-through rateSee the workflow Template
- Inventory agingEach product's stock split by how long ago it arrived: 0-30, 31-60, 61-90 and over 90 daysSee the workflow Template
- Shopify sales by productBuild weekly Shopify sales by product from orders and refunds exports. See gross sales, discounts, refunds, net sales, and status by SKU.See the workflow Built by the agent
- Shopify inventory reportBuild a Shopify inventory report with on hand, last 4 weeks of sales, and weeks of cover for each product and location.See the workflow Built by the agent
- Reorder pointsCalculate reorder point per SKU from Shopify order and settings exports, then flag what to reorder now.See the workflow Built by the agent
- Refund rate by productCalculate refund rate by product from Shopify orders and refunds exports for the last 90 days, sorted highest first.See the workflow Built by the agent
- Amazon FBA inventory reconciliationReconcile FBA shipment contents and inventory adjustments from Amazon Seller Central. Show agreed, short, and damaged units for claims.See the workflow Built by the agent
- GA4 vs Shopify revenue gapCompare daily GA4 revenue with Shopify orders, match the dates, and flag days where one side is more than 5% higher.See the workflow Built by the agent
- Landed cost by SKUAllocate freight, duty, and fees from Shopify exports by SKU value, and see landed cost per unit with clear status flags.See the workflow Built by the agent
- Shopify returns by productBuild a Shopify returns report by SKU with return reason and return rate from exported orders and returns files.See the workflow Built by the agent
- Shopify vs ShipBob inventoryCompare Shopify inventory to ShipBob warehouse counts by SKU and see every mismatch with a status and difference.See the workflow Built by the agent
Sales and growth
Measure how fast the pipeline turns into revenue, and where people drop out of your funnel.
- Sales velocityEach rep's open deals, win rate, deal size, sales cycle and velocity, and the team'sSee the workflow Template
- Funnel analysisHow many people reach each step of your funnel, in order, and where they drop offSee the workflow Template
- Feature adoptionCompare feature adoption this month and last month from a Mixpanel export. See which features held, dropped, or shifted.See the workflow Built by the agent
- Pipeline velocityExport HubSpot deals and review pipeline velocity by month using your chosen rule for open deals, win rate, deal size and cycle days.See the workflow Built by the agent
- Sales cycle lengthMeasure sales cycle length from your HubSpot deals export by rep and source, using closed-won deals from the last 6 months.See the workflow Built by the agent
- Sales pipeline reportBuild a weekly sales pipeline report from Salesforce exports, grouped by rep and stage, with stage changes and past-due deals.See the workflow Built by the agent
- DAU/MAU stickinessShow daily DAU/MAU from your Mixpanel events export, with a status for each day.See the workflow Built by the agent
- Lead scoringScore HubSpot contacts by company size, job title, and pages viewed from your points table, then list the leads that match.See the workflow Built by the agent
- Win rate by rep and sourceCalculate win rate from a Salesforce opportunities export by rep and lead source for the last two quarters.See the workflow Built by the agent
- HubSpot deals vs Stripe invoicesCheck closed won HubSpot deals against Stripe invoices by amount, and list the ones that do not match.See the workflow Built by the agent
- Salesforce closed-won vs QuickBooks invoicesMatch Salesforce closed-won opportunities to QuickBooks invoices by customer and amount, and flag deals that were never invoiced.See the workflow Built by the agent
Search and ads
Decide which pages to keep, update or prune, and find the search terms that spend without converting.
- ROAS by campaignCalculate ROAS by campaign from Google Ads and Shopify exports, matched by week and utm campaign.See the workflow Built by the agent
- Content auditEvery page's clicks now and before, and a keep, update or prune callSee the workflow Template
- Google Ads wasted spendFind search terms with spend and no conversions in the last 30 days, ranked by spend, from a Google Ads export.See the workflow Built by the agent
- Negative keyword finderEvery search term that spent money and never converted, with its share of spendSee the workflow Template
- Multi-touch attributionSplit closed HubSpot deal credit across touchpoints, by touch and by channel, from exported deal, contact, engagement, and channel mapping files.See the workflow Built by the agent
- Blended ROAS across Google and Meta AdsCombine Google Ads and Meta Ads exports with Shopify orders to see weekly blended ROAS, with duplicate rows flagged first.See the workflow Built by the agent
- HubSpot leads by source, monthlyTrack new leads per month by original source and count customers from a HubSpot contacts export.See the workflow Built by the agent
- LinkedIn Ads cost per leadShow LinkedIn Ads campaign cost per lead by week, sorted highest first, from your exported campaign file.See the workflow Built by the agent
People
Match payroll to time sheets, track headcount and hiring, and see what changed since last month.
- Employee turnover rateCalculate monthly employee turnover rate by department from a BambooHR employee export, with turnover, cleaned department names, and a status check.See the workflow Built by the agent
- Overtime reportBuild an overtime report from Gusto timesheets, employees, and departments. Show hours, pay, and a status for each employee and pay period.See the workflow Built by the agent
- Reconcile ADP payroll to the GLCompare ADP payroll register totals by pay date to payroll expense in the general ledger and flag differences.See the workflow Built by the agent
- Reconcile Gusto payroll to QuickBooksMatch Gusto payroll run totals to QuickBooks payroll journal entries, compare wages, taxes, and benefits, and flag mismatches.See the workflow Built by the agent
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The agent builds it from your words, and you check the result on your own rows before anything runs.