How can I filter data for a particular period?

You can define the date range for the financial data you want to include in the budget plan, and DryMerge will filter the data from Xero accordingly.

Can I choose specific accounts from Xero for the budget plan?

Yes, you can specify which accounts from Xero you want to use for the budget plan, and DryMerge will extract the relevant data accordingly.

Who uses this automation? What do they use it for?

This automation is utilized by financial analysts and planners who need to create detailed budget plans using up-to-date financial data.

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Google Docs + Xero

Draft Budget Plans in Google Docs with Xero Data

This use case drafts a budget plan in Google Docs by pulling financial data from Xero. It's valuable for financial analysts and planners who require a structured budgeting document using real-time financial data.

New Xero Financial Data

Triggers when new financial data is available in Xero.

Draft Budget Plan

Creates a new budget plan in Google Docs using Xero data.

See more Google Docs to Xero integrations or use AI to customize your automation.

or pick a common variation below

Document Financial Goals in Google Docs with Xero Data

Google Docs + Xero

Generate Payroll Reports in Google Docs from Xero Data

Google Docs + Xero

Document Monthly Expenses in Google Docs with Xero

Google Docs + Xero

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Draft budget plans in Google Docs with Xero data"

Draft budget plans in Google Docs with Xero data

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Google Docs + Xero.

Create Doc

Creates a new Google Doc

Delete Doc

Deletes a Google Doc

Update Doc

Updates an existing Google Doc

Read Doc

Reads details of a Google Doc

Search Docs

Searches Google Docs

New Google Doc

Triggers when a new Google Doc is created

Create Xero Inventory Item

Creates a new inventory item in Xero

Create Xero Contact

Creates a new contact in Xero

Search Xero Inventory

Searches for inventory items in Xero

Low Quantity Xero Item

Triggers when inventory items fall below a specified threshold

App details

Google Docs

Google Docs is a web-based word processing application for creating, editing, and collaborating on documents. Generate documents and populate templates.

Xero

Xero is a cloud-based accounting software platform for small and medium-sized businesses. Automate invoicing, bank reconciliation, bookkeeping, and more.

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