Airtable and Devino automations — Finance

Ready-made scenarios where Airtable and Devino work for you (finance): pick one — a copy appears in your account and runs on its own.

47 scenarios

An invoice in Airtable from a Typeform submission
Expense tracking from a receipt photo in Telegram — automated
Automatic follow-ups on unpaid invoices
An hourly rate history in your own sheet, plus messages to your messenger
Invoice and payment link from a sheet row
Expense tracking from receipt photos, automatically
Daily stock trade ideas, generated automatically
The day's economic calendar — the big events to your messenger, everything to a sheet
Instructions from emails into the ledger — with a confirmation to the client
Ask your finances in chat — answers from your own data
Company market caps from the market — as a chart in your messenger
Client risk scoring the moment the form is submitted
Trading signals from email — straight to your messenger and a sheet
Daily stock signals in Airtable
Invoice bookkeeping from PDFs: drop the file, the data appears
Invoice data into a sheet — from PDFs automatically
Client portfolio update emails, with adviser approval built in
Invoice data — straight into a sheet after upload
Duplicate vendor-invoice payment protection
Weekly client talking points, every Monday morning
Employee expense reimbursement — automatically
Paid access to Zoom meetings via Stripe
Expense approvals, from form to manager's yes
An expense claim — from receipts
Loan applications: assessed, decided and answered the same day
Multi-tier expense approval on autopilot
Refund risk scoring on every order
Payment receipts: sending, archive and ledger — automatically
Money tracking straight from your inbox — with a devino alert
Invoice capture from a form, plus a weekly spending report
Invoice intake with reading, risk checks and approval
A daily multi-market report to your inbox, automatically
Smart contract and tokenomics risk review — delivered to your inbox
Your agency's real profit — in chat every day
Screen and score incoming deals — automatically
Daily draft tweets from fresh crypto news
A morning financial briefing for the boss, straight from your sheets
Automatic contribution tracking in a fundraising chat
A personalized financial plan from a questionnaire — PDF to the client's inbox
Reconcile payments, bank and orders — mismatches found for you
Invoices via a form: extraction, validation and a weekly report
Market signals from the news, in your messenger
Emailed invoices — into your books, automatically
Automated payment reconciliation with confidence scores
Currency news releases — straight to your messenger: better or worse than forecast
Invoices from orders and payment reminders — automatically
Invoices and payment reminders — from order to paid