Gmail, Google Sheets and Slack automations — Finance

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

30 scenarios

An invoice in Google Sheets from a Typeform submission
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
Instructions from emails into the ledger — with a confirmation to the client
Receipts from your inbox — into a spreadsheet and storage
Stock price alerts — sent to you the moment it matters
Trading signals from email — straight to your messenger and a sheet
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
Payment reminders to messenger and email — with a pay link
Client portfolio update emails, with adviser approval built in
Duplicate vendor-invoice payment protection
Overdue invoice recovery: client emails and escalation on autopilot
Tax deadline control — a daily check and alerts
An expense claim — from receipts
Payment receipts: sending, archive and ledger — automatically
Refund risk scoring on every order
Multi-tier expense approval on autopilot
Invoice intake with reading, risk checks and approval
A report on your wallet positions — to chat and email, on schedule
Screen and score incoming deals — automatically
A personalized financial plan from a questionnaire — PDF to the client's inbox
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
Emailed invoices — into your books, automatically
Invoices from email — read, checked and filed
Invoices and escalating payment reminders — hands-free, until you're paid