Google Sheets and Mandrill automations — Finance

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

57 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
Invoice and payment link from a sheet row
Payment reminders with a link — by email and messenger
Expense tracking from receipt photos, automatically
Unpaid-invoice control: task and email — on their own
Recovering failed payments — with emails, automatically
Daily portfolio return and risk tracking
A daily review of your stock portfolio — to your inbox
A 5-day outlook on your stocks — every evening
Savings progress emails — with advice, not just a number
Stock price alerts — sent to you the moment it matters
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
Payment reminders to messenger and email — with a pay link
Expense tracking from receipts with monthly reports
Client portfolio update emails, with adviser approval built in
Duplicate vendor-invoice payment protection
Overdue invoice recovery: client emails and escalation on autopilot
Weekly client talking points, every Monday morning
Tax deadline control — a daily check and alerts
Matching invoices against orders — automatically
Employee expense reimbursement — automatically
Invoices and payment reminders — on schedule
An expense claim — from receipts
Paid access to Zoom meetings via Stripe
Expense approvals, from form to manager's yes
Refund risk scoring on every order
Automated invoice payment reminders
Daily profit report from your POS, on autopilot
Payment receipts: sending, archive and ledger — automatically
Loan applications: assessed, decided and answered the same day
Multi-tier expense approval on autopilot
A daily multi-market report to your inbox, automatically
Gold vs stocks — an emailed report with a chart
Invoice intake with reading, risk checks and approval
Daily price logging with an analysis and chart, emailed
A morning market digest for your stocks — by email
Corporate actions matched to a client's portfolio, explained by email
A report on your wallet positions — to chat and email, on schedule
Tracking money rotation between market sectors
Daily investment ideas from market moves and news
Daily draft tweets from fresh crypto news
Reconcile gateway payments with your database — automatically
A personalized financial plan from a questionnaire — PDF to the client's inbox
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
Invoices from email — read, checked and filed
Invoices and escalating payment reminders — hands-free, until you're paid