Devino and Google Sheets automations — Finance

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

84 scenarios

An invoice in Google Sheets from a Typeform submission
Expense tracking from a receipt photo in Telegram — automated
A monthly finance report with insights — by email
Invoice payment reminders — sent automatically
Automatic follow-ups on unpaid invoices
Card spending — straight into a sheet and into chat
Invoice and payment link from a sheet row
An hourly rate history in your own sheet, plus messages to your messenger
A daily investment-portfolio breakdown
Daily stock trade ideas, generated automatically
Payment reminders with a link — by email and messenger
Expense tracking from receipt photos, automatically
Unpaid-invoice control: task and email — on their own
The day's economic calendar — the big events to your messenger, everything to a sheet
Daily portfolio return and risk tracking
Recovering failed payments — with emails, automatically
A 5-day outlook on your stocks — every evening
Client risk scoring the moment the form is submitted
Savings progress emails — with advice, not just a number
Instructions from emails into the ledger — with a confirmation to the client
Stock price alerts — sent to you the moment it matters
Company market caps from the market — as a chart in your messenger
A daily review of your stock portfolio — to your inbox
Weekly reminders for overdue invoices
Trading signals from email — straight to your messenger and a sheet
An email on a sharp Bitcoin price drop
Daily stock signals in Google Sheets
Invoice data into a sheet — from PDFs automatically
Invoice bookkeeping from PDFs: drop the file, the data appears
Win back customers after a failed payment — emails written for you
Crypto price watch — an alert the moment your limit is hit
Invoice data — straight into a sheet after upload
Expense tracking from receipts with monthly reports
Payment reminders to messenger and email — with a pay link
Client portfolio update emails, with adviser approval built in
Expenses from a photo of the receipt — into a table, with reports
Duplicate vendor-invoice payment protection
A morning portfolio brief — prices, news and sentiment in devino
Matching invoices against orders — automatically
Weekly client talking points, every Monday morning
Overdue invoice recovery: client emails and escalation on autopilot
Invoices and payment reminders — on schedule
Tax deadline control — a daily check and alerts
Employee expense reimbursement — automatically
Paid access to Zoom meetings via Stripe
A weekly read on your portfolio risk
Expense approvals, from form to manager's yes
An expense claim — from receipts
Multi-tier expense approval on autopilot
Daily profit report from your POS, on autopilot
Automated invoice payment reminders
Payment receipts: sending, archive and ledger — automatically
Loan applications: assessed, decided and answered the same day
Refund risk scoring on every order
Gold vs stocks — an emailed report with a chart
Invoice intake with reading, risk checks and approval
A daily multi-market report to your inbox, automatically
News on your stocks in your devino — with a short summary
Daily price logging with an analysis and chart, emailed
Your agency's real profit — in chat every day
Corporate actions matched to a client's portfolio, explained by email
Screen and score incoming deals — automatically
A report on your wallet positions — to chat and email, on schedule
Tracking money rotation between market sectors
Daily draft tweets from fresh crypto news
A morning financial briefing for the boss, straight from your sheets
Daily investment ideas from market moves and news
News that actually touches your clients — with an alert to your inbox
A personalized financial plan from a questionnaire — PDF to the client's inbox
Reconcile gateway payments with your database — automatically
Budget control: actuals vs. plan, emailed weekly
Crypto trading signals, calculated and delivered automatically
Payment issue handling: a reply to the customer, an escalation to the team
Invoices with automatic payment reminders
Reconcile payments, bank and orders — mismatches found for you
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 email — read, checked and filed
Invoices and escalating payment reminders — hands-free, until you're paid
Stock price targets and signals, into a sheet and your chat
Morning stock signal: buy, hold or sell
A briefing on your watchlist: filings, news and a verdict — in your chat