A monthly finance report with insights — by email

On the 1st the scenario takes transactions from Microsoft Excel 365, AI draws monthly insights, and sends a ready report to Mautic.

  • The report is ready on the 1st
  • AI insights, not just raw numbers
  • Data straight from Microsoft Excel 365
  • A finished email to Mautic
Set it upScriptera

How it works

To move data from Microsoft Excel 365 to Mautic automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Schedule Trigger
  2. Then: 1. Get Finance Transactions (Google Sheets)
  3. Then: 2. Filter Previous Month Transactions
  4. Then: 3. Generate AI Financial Insights
  5. Then: 4. Send Monthly Finance Report Email

You can launch this Microsoft Excel 365 + Mautic integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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