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  • 🚀 How to Automate Your Accounting Workflow With Zapier AI (No Code Needed)

🚀 How to Automate Your Accounting Workflow With Zapier AI (No Code Needed)

Use This AI Prompt to Link Stripe, Google Sheets, and Email — and Automate Your Back Office in Minutes

June 10, 2025

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☕ Morning! Welcome to The AI+ newsletter that helps you work smarter, faster with more impact, and more importantly stay in the game. 💪

Let’s face it—between Zapier bots and tax cuts expiring, we’re all just trying to keep up.
This week, we’re showing you how to automate like a pro and understand what the heck “reconciliation” actually means.

Here’s what we have cooked up for you today:

  • ⚡ 1 AI Hack Turn plain English into automations with Zapier AI

  • 🛠️ 3 Free AI Tools AI assistants for summarizing, automating, and writing

  • 📜 1 News Byte The Big Beautiful Bill decoded (and how it might hit your wallet)

  • 😄AI is making some workers more valuable

  • And more…

Let’s break it down 👇

⚡ 1 AI Hack: Automate Your Workflow in Plain English with Zapier AI

Ever wish you could just tell someone what repetitive task is eating your time and have them automate it for you—no coding, no training, no IT tickets❓️ 

Good news: Zapier AI does exactly that.

You describe the task in plain English, and it builds the automation (“Zap”) for you—connecting your apps like Gmail, Stripe, QuickBooks, and Google Sheets to work together behind the scenes.

Use Case: Let’s say you want to track Stripe payments, record them in a spreadsheet, and send a weekly email report.

Results: Instead of manually building that out step-by-step, just type what you want—and let Zapier AI handle the logic.

✅ No menus, no filters, no guesswork. Just results.

Here’s how to make your first automation happen:

🧰 What You’ll Need:

  • A Zapier account (Free plan is fine to start)

  • Logins for the apps you want to connect (e.g., Gmail, Google Sheets, Stripe, QuickBooks)

🛠️ Step-by-Step: How to Use Zapier AI (Even If You’ve Never Touched Automation Before)

1). Create a free Zapier account
Go to zapier.com and sign up for a free plan.
✅ You get 100 tasks/month and up to 5 Zaps—plenty to get started.

2). Visit the Zapier AI builder
Go to zapier.com/ai

3). Type your request in plain English
Example:

“Every time a Stripe payment comes in, add the data to Google Sheets and email my bookkeeper a summary every Friday.”

4). Connect your apps
Zapier will ask you to log in to Stripe, Google Sheets, Gmail, or whatever apps you’re using.

5). Review & test the Zap
You can tweak any step Zapier suggests—and test it with sample data.

6). Click “Turn on Zap”
And just like that, your automation is live 🚀

7). Review and Refine:
ChatGPT will provide forecasts, charts, and may even point out anomalies. Review the output and ask follow-up questions or request additional analyses as needed.

✅ Other Ideas to Try:

  • Auto-save invoice attachments from Gmail into Google Drive

  • Push transactions from your bank feed to QuickBooks

  • Send Slack alerts for large payments or overdue invoices

  • Track expense reimbursements from forms into a dashboard

🔥Why It’s Awesome:

You stay in control—you can edit and customize every step. But Zapier AI gives you a head start by doing the thinking for you.

It’s like a finance ops assistant that doesn’t sleep, doesn’t mess up formulas, and never asks for PTO.

🛠️ 3 Free AI Tools

🧰 1. Mindgrasp

What it does: Instantly summarizes documents, PDFs, videos, and YouTube lectures into bullet points, key takeaways, and Q&A.
Why it's helpful: Finance pros can upload long whitepapers, earnings calls, or training videos and get quick insights without watching or reading the whole thing.

🔗 https://mindgrasp.ai
✅ Free plan includes a generous number of uploads.

🔄 2. Zapier AI (Free Plan)

What it does: Lets you describe a task in plain English, and it builds an automation ("Zap") for you—no tech skills required.
Why it's helpful: Perfect for automating repetitive finance ops tasks like logging payments, emailing reports, or syncing data.

🔗 https://zapier.com/ai
✅ Free plan allows 5 automations and 100 tasks/month.

✍️ 3. Notion AI

What it does: Helps you write and edit content directly inside Notion—summarize notes, draft reports, fix grammar, and generate blog-style content.
Why it's helpful: Ideal for writing meeting recaps, cleaning up management reports, or drafting LinkedIn posts with less effort.

🔗 https://www.notion.so/product/ai
✅ Free for individual users on Notion’s free plan (with limited AI credits per month).

The Daily Newsletter for Intellectually Curious Readers

Join over 4 million Americans who start their day with 1440 – your daily digest for unbiased, fact-centric news. From politics to sports, we cover it all by analyzing over 100 sources. Our concise, 5-minute read lands in your inbox each morning at no cost. Experience news without the noise; let 1440 help you make up your own mind. Sign up now and invite your friends and family to be part of the informed.

🗞️ News Byte: The Big Beautiful Bill (Explained Without Losing Your Mind)

You’ve probably heard rumblings about “The Big Beautiful Bill” making its way through Congress—but what is it, really?

Short version: It’s a reconciliation bill, a special type of legislation that only needs 50 votes to pass in the Senate. Unlike regular budget or appropriation bills, it doesn’t fund most of the government (99%+!), but it can be used to make major policy changes—especially around taxes and spending.

💥 3 Big Buckets:

  1. Immigration & Border Security – Includes stricter deportation rules.

  2. Tax Cuts – Proposes full extension of the 2017 tax cuts.

  3. Welfare Reform – Major overhaul that includes cutting ~$2 trillion in spending.

🤔 3 Common Points of Confusion:

  • “Tax cuts = spending”? Yep, according to the Congressional Budget Office (CBO), tax cuts reduce revenue and are scored like spending increases.

  • “Reconciliation ≠ Appropriation” – This bill isn’t your usual annual budget or government funding bill. Totally different lanes.

  • “Welfare reform = savings” – While the reforms may sound harsh, the CBO estimates they would save $1.6 trillion over 10 years.

🔥Why It’s Matters:

This bill isn't just a political hot potato—it could reshape tax policy, immigration enforcement, and welfare programs without needing 60 Senate votes. That’s power. And confusion. Wrapped in procedural magic.

And if it doesn’t pass? The 2017 tax cuts are set to expire after 2025—meaning corporations and most individual taxpayers, especially middle-income earners, could see their taxes go up. For some households, that could mean thousands more in taxes per year unless Congress acts.

The Big Beautiful Bill combined with Economic Growth and Tariff Revenue will provide for a substantial amount in deficit reduction. The 10 year projections by CBO and CEA (Council of Economic Advisors):

$1.6 trillion cut (CBO Estimate) + 3% Economic Growth (CEA projections) + Tariff Revenue (CBO Estimate)

= $8 trillion+ in deficit reduction

📰 What’s Happening

📉 New Data Shows AI Is Actually Making Some Workers More Valuable

New PwC data shows that AI isn’t killing jobs—it’s often upgrading them. Workers in AI-exposed roles like finance and customer service are becoming more valuable, with some earning wage premiums up to 56%, as AI takes over grunt work and boosts productivity. But while this signals growth opportunities, the long-term impact still hinges on how companies choose to wield AI: as a tool for empowerment—or just cost-cutting.

Read here

🤖 AI’s Godfather Pioneered Safety Non Profit “Honest AI”

Yoshua Bengio launched LawZero, a nonprofit foccused “safe-by-design” to embrace uncertainty and transparency to combat deceptive AI behavior and accelerate trustworthy scientific progress.

Explore here

💡 Bonus

📊 Microsoft Hour Long Free Course - AI Agents For Beginners
The course guides you through building “agents” using frameworks like Semantic Kernel (for production agents) and Autogen (for multi-agent experiments), often with free models via GitHub.

Check it out here

Meme Corner 😂

When AI says it’s here to help, but Congress says… you’re on your own, champ.

That’s it for this week!

If there’s one thing this week’s issue proves—it’s that AI isn’t replacing you… it’s upgrading you.

Learning how to use it won’t just make your job easier—it’ll make you more valuable.

So if this helped you feel a little smarter, a little faster, or a lot more prepared—pay it forward.

Forward this email to a coworker, team lead, or finance friend who's ready to future-proof their skills.

👉 Share the love + link: https://theaiplus.beehiiv.com/subscribe

Until next week —
Keep automating smart. 😄

Chief Nerd

P.S. 🧠 New: 25 Free ChatGPT Prompts to Fix Your Finances → https://theaiplus.beehiiv.com/c/personal-finance-prompts

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