A morning financial briefing for the boss, straight from your sheets

Every morning the scenario merges revenue, costs, payroll and subscriptions, computes the KPIs, explains them in plain language and sends them to your messenger.

  • Five data sources in a single message
  • KPIs explained in words, not just numbers
  • A separate urgent alert on a sharp revenue drop
  • Each briefing is archived, so history is one click away
Set it upScriptera

How it works

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

  1. Starts when: Weekday 7 AM Trigger
  2. Then: Fetch Cash Flow Data
  3. Check: Merge All Sheet Data
  4. Then: Calculate KPIs & Status Labels
  5. Then: Generate AI Outreach Message1
  6. Then: Merge AI Report + Financial Data
  7. Then: Save CFO Report to Notion
  8. Then: Send Daily Briefing to Telegram
  9. Check: Check for Critical Revenue Drop
  10. If yes: Send Critical Revenue Alert
  11. Then: Fetch Revenue Data
  12. Then: Fetch Payroll Data
  13. Then: Fetch Subscriptions Data
  14. Then: Fetch Expenses Data
  15. Then: OpenAI GPT-4o-mini
  16. Starts when: On Workflow Error
  17. Then: Slack: Error Alert

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

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