Scriptera
BotHelp and Brevo automations — Finance
Ready-made scenarios where BotHelp and Brevo work for you (finance): pick one — a copy appears in your account and runs on its own.
33 scenarios
- An invoice in Google Sheets from a Typeform submission
- Notifications about new invoices from your inbox to your messenger
- Incoming invoices: forwarding, archiving and notification — automatic
- Card spending — straight into a sheet and into chat
- Payment reminders with a link — by email and messenger
- Unpaid-invoice control: task and email — on their own
- Daily stock market recap — to your messenger and email
- Instructions from emails into the ledger — with a confirmation to the client
- Stock price alerts — sent to you the moment it matters
- Exchange rates every morning — to your messenger and inbox
- Invoice bookkeeping from PDFs: drop the file, the data appears
- Crypto price watch — an alert the moment your limit is hit
- Client portfolio update emails, with adviser approval built in
- Payment reminders to messenger and email — with a pay link
- Duplicate vendor-invoice payment protection
- Overdue invoice recovery: client emails and escalation on autopilot
- Tax deadline control — a daily check and alerts
- Alerts for the space station passing overhead — when it's visible
- Money tracking straight from your inbox — with a botHelp alert
- Multi-tier expense approval on autopilot
- 'Buy / sell' signals on top coins
- Invoice intake with reading, risk checks and approval
- A gold-market breakdown with a forecast — every few hours
- Risk scoring across all your systems — alerts and reports
- Screen and score incoming deals — automatically
- A report on your wallet positions — to chat and email, on schedule
- Payment issue handling: a reply to the customer, an escalation to the team
- Loan-application risk scoring from PDFs — report by email
- Multi-source payment fraud checks
- Cross-border tax, computed daily: rules, anomalies and advisor reports
- Emailed invoices — into your books, automatically
- Early price-crisis detection across many sources
- Automatic payment reminders for overdue invoices
