Enkod and Microsoft Teams automations — Finance

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

57 scenarios

An invoice in enkod from a Typeform submission
Expense tracking by chat messages
Notifications about new invoices from your inbox to your messenger
Expense tracking from a receipt photo in Microsoft Teams — automated
Price-dip alerts, delivered to your messenger and by SMS
An hourly rate history in your own sheet, plus messages to your messenger
Incoming invoices: forwarding, archiving and notification — automatic
Expense tracking with a message to your messenger
Payment reminders with a link — by email and messenger
Daily stock trade ideas, generated 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 stock market recap — to your messenger and email
Instructions from emails into the ledger — with a confirmation to the client
Client risk scoring the moment the form is submitted
Stock price alerts — sent to you the moment it matters
Company market caps from the market — as a chart in your messenger
Exchange rates every morning — to your messenger and inbox
Trading signals from email — straight to your messenger and a sheet
Invoice bookkeeping from PDFs: drop the file, the data appears
Crypto price watch — an alert the moment your limit is hit
Invoice data into a sheet — from PDFs automatically
Payment reminders to messenger and email — with a pay link
Client portfolio update emails, with adviser approval built in
Invoice data — straight into a sheet after upload
Duplicate vendor-invoice payment protection
Tax deadline control — a daily check and alerts
Overdue invoice recovery: client emails and escalation on autopilot
Buffett-style stock analysis — from a ticker in chat
Alerts for the space station passing overhead — when it's visible
Refund risk scoring on every order
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
A market read by a team of AI analysts, on request
Screen and score incoming deals — automatically
Your agency's real profit — in chat every day
A report on your wallet positions — to chat and email, on schedule
Risk scoring across all your systems — alerts and reports
Expense tracking from messenger messages
A morning financial briefing for the boss, straight from your sheets
Payment issue handling: a reply to the customer, an escalation to the team
Invoices with automatic payment reminders
Expense tracking from chat and bank emails
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
Market signals from the news, in your messenger
Borrower onboarding: KYC, bureau and sanctions in one pass
Automated payment reconciliation with confidence scores
Early price-crisis detection across many sources
Currency news releases — straight to your messenger: better or worse than forecast
Crypto price alerts, a morning digest and on-demand replies
Invoices and escalating payment reminders — hands-free, until you're paid
Automatic payment reminders for overdue invoices