Scriptera
Compass and Microsoft Excel 365 automations — Finance
Ready-made scenarios where Compass and Microsoft Excel 365 work for you (finance): pick one — a copy appears in your account and runs on its own.
7 scenarios
- A daily investment-portfolio breakdown
- Payment reminders with a link — by email and messenger
- Unpaid-invoice control: task and email — on their own
- Payment reminders to messenger and email — with a pay link
- A morning portfolio brief — prices, news and sentiment in compass
- A report on your wallet positions — to chat and email, on schedule
- A morning financial briefing for the boss, straight from your sheets
