Google Sheets and Mailjet automations — Finance

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

67 scenarios

An invoice in Google Sheets from a Typeform submission
Invoice payment reminders — sent automatically
A monthly finance report with insights — by email
Automatic follow-ups on unpaid invoices
Card spending — straight into a sheet and into chat
Invoice and payment link from a sheet row
Invoice data from email — straight into a sheet
Payment reminders with a link — by email and messenger
Expense tracking from receipt photos, automatically
Unpaid-invoice control: task and email — on their own
Daily portfolio return and risk tracking
Recovering failed payments — with emails, automatically
Stock price alerts — sent to you the moment it matters
A 5-day outlook on your stocks — every evening
A daily review of your stock portfolio — to your inbox
Savings progress emails — with advice, not just a number
Instructions from emails into the ledger — with a confirmation to the client
Daily stock signals in Google Sheets
Weekly reminders for overdue invoices
An email on a sharp Bitcoin price drop
Invoice bookkeeping from PDFs: drop the file, the data appears
Crypto price watch — an alert the moment your limit is hit
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
PDF invoice processing with approval — automatically
Duplicate vendor-invoice payment protection
Matching invoices against orders — automatically
Weekly client talking points, every Monday morning
Overdue invoice recovery: client emails and escalation on autopilot
Tax deadline control — a daily check and alerts
Invoices and payment reminders — on schedule
Employee expense reimbursement — automatically
Paid access to Zoom meetings via Stripe
An expense claim — from receipts
Expense approvals, from form to manager's yes
Daily profit report from your POS, on autopilot
Multi-tier expense approval on autopilot
Refund risk scoring on every order
Automated invoice payment reminders
Loan applications: assessed, decided and answered the same day
Payment receipts: sending, archive and ledger — automatically
Gold vs stocks — an emailed report with a chart
Daily price logging with an analysis and chart, emailed
A morning market digest for your stocks — by email
Invoice intake with reading, risk checks and approval
A daily multi-market report to your inbox, automatically
Sort invoices from your inbox into a sheet and folders
Screen and score incoming deals — automatically
A report on your wallet positions — to chat and email, on schedule
Corporate actions matched to a client's portfolio, explained by email
An expense sheet from payment emails — automatically
Tracking money rotation between market sectors
Daily draft tweets from fresh crypto news
Daily investment ideas from market moves and 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
Expense tracking from chat and bank emails
Reconcile payments, bank and orders — mismatches found for you
Emailed invoices — into your books, automatically
Card-payment reminders — from your bank statements
Invoices from email — read, checked and filed
Invoices and escalating payment reminders — hands-free, until you're paid