Google Sheets and Keap automations — Finance

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

64 scenarios

An invoice in Google Sheets from a Typeform submission
A monthly finance report with insights — by email
Invoice payment reminders — sent automatically
Automatic follow-ups on unpaid invoices
Invoice and payment link from a sheet row
Expense tracking from receipt photos, automatically
Payment reminders with a link — by email and messenger
Receipt data into Google Sheets — from a chat photo
Unpaid-invoice control: task and email — on their own
Daily portfolio return and risk tracking
Recovering failed payments — with emails, automatically
A 5-day outlook on your stocks — every evening
Savings progress emails — with advice, not just a number
A daily review of your stock portfolio — to your inbox
Receipts from your inbox — into a spreadsheet and storage
Stock price alerts — sent to you the moment it matters
An email on a sharp Bitcoin price drop
Weekly reminders for overdue invoices
Daily stock signals in Google Sheets
Win back customers after a failed payment — emails written for you
Crypto price watch — an alert the moment your limit is hit
Invoice bookkeeping from PDFs: drop the file, the data appears
Invoice processing from a messenger: data to a table, file to storage
Client portfolio update emails, with adviser approval built in
Payment reminders to messenger and email — with a pay link
Expense tracking from receipts with monthly reports
Duplicate vendor-invoice payment protection
Overdue invoice recovery: client emails and escalation on autopilot
Invoices and payment reminders — on schedule
Matching invoices against orders — automatically
Tax deadline control — a daily check and alerts
Weekly client talking points, every Monday morning
Employee expense reimbursement — automatically
Expense approvals, from form to manager's yes
Paid access to Zoom meetings via Stripe
An expense claim — from receipts
Multi-tier expense approval on autopilot
Loan applications: assessed, decided and answered the same day
Daily profit report from your POS, on autopilot
Refund risk scoring on every order
Automated invoice payment reminders
Payment receipts: sending, archive and ledger — automatically
Invoice intake with reading, risk checks and approval
A daily multi-market report to your inbox, automatically
Daily price logging with an analysis and chart, emailed
Gold vs stocks — an emailed report with a chart
A morning market digest for your stocks — by email
A report on your wallet positions — to chat and email, on schedule
Your agency's real profit — in chat every day
Corporate actions matched to a client's portfolio, explained by email
Tracking money rotation between market sectors
Daily investment ideas from market moves and news
Daily draft tweets from fresh crypto news
A personalized financial plan from a questionnaire — PDF to the client's inbox
Reconcile gateway payments with your database — automatically
News that actually touches your clients — with an alert to your inbox
Budget control: actuals vs. plan, emailed weekly
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
Expense tracking from receipts via Telegram
Receipts from photo into a table — automatically
Invoices from email — read, checked and filed
Invoices and escalating payment reminders — hands-free, until you're paid