A monthly financial report with conclusions — assembled and emailed on its own

Once a month the scenario takes department numbers from your base, computes the metrics, adds clear conclusions and emails the finished report.

  • Takes department numbers from Microsoft SQL
  • Computes metrics and compares to plan
  • Adds clear conclusions, not bare numbers
  • Emails the finished report to devino
Set it up for yourselfScriptera

How it works

To create devino records from Microsoft SQL without manual input, use a ready-made scenario.

  1. Starts when: Schedule Trigger
  2. Then: Date & Time
  3. Then: PreviousMonth
  4. Then: Get Cost Centers with Budgets
  5. Then: CostCentrs
  6. Check: Filter
  7. Check: Loop Over Items
  8. Then: Selected Cost Center
  9. Then: YTD vs Prevoius Month1
  10. Then: CostCenter
  11. Check: Merge
  12. Then: Code
  13. Then: HTML
  14. Then: Business Performance AI Agent (Analyst)
  15. Then: Financial Performance
  16. Then: Email Data
  17. Then: Microsoft Outlook2
  18. Then: Wait
  19. Then: Departments
  20. Then: verticalPL
  21. Then: Projects
  22. Then: WIP1
  23. Then: Employees
  24. Then: Employees1
  25. Then: Calculator
  26. Then: Think
  27. Then: Google Gemini Chat Model

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

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