Devino and InSales automations — Finance

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

29 scenarios

An invoice in inSales 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
Daily stock trade ideas, generated automatically
Expense tracking from receipt photos, automatically
The day's economic calendar — the big events to your messenger, everything to a sheet
Company market caps from the market — as a chart in your messenger
Client risk scoring the moment the form is submitted
Instructions from emails into the ledger — with a confirmation to the client
Trading signals from email — straight to your messenger and a sheet
Invoice data into a sheet — from PDFs automatically
Duplicate vendor-invoice payment protection
Weekly client talking points, every Monday morning
Employee expense reimbursement — automatically
An expense claim — from receipts
Expense approvals, from form to manager's yes
Paid access to Zoom meetings via Stripe
Payment receipts: sending, archive and ledger — automatically
Invoice capture from a form, plus a weekly spending report
Smart contract and tokenomics risk review — delivered to your inbox
A daily multi-market report to your inbox, automatically
Invoice intake with reading, risk checks and approval
Your agency's real profit — in chat every day
Screen and score incoming deals — automatically
A morning financial briefing for the boss, straight from your sheets
A personalized financial plan from a questionnaire — PDF to the client's inbox
Market signals from the news, in your messenger
Currency news releases — straight to your messenger: better or worse than forecast