Google Sheets and Microsoft Outlook automations — Finance

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

70 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
Card spending — straight into a sheet and into chat
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
Savings progress emails — with advice, not just a number
Stock price alerts — sent to you the moment it matters
Instructions from emails into the ledger — with a confirmation to the client
A daily review of your stock portfolio — to your inbox
A 5-day outlook on your stocks — every evening
Weekly reminders for overdue invoices
Daily stock signals in Google Sheets
An email on a sharp Bitcoin price drop
Crypto price watch — an alert the moment your limit is hit
Invoice bookkeeping from PDFs: drop the file, the data appears
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
PDF invoice processing with approval — automatically
Duplicate vendor-invoice payment protection
Analysis across a stack of reports — a ready document with conclusions
Employee expense reimbursement — automatically
Overdue invoice recovery: client emails and escalation on autopilot
Tax deadline control — a daily check and alerts
Weekly client talking points, every Monday morning
Matching invoices against orders — 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
Automated invoice payment reminders
Payment receipts: sending, archive and ledger — automatically
Loan applications: assessed, decided and answered the same day
Multi-tier expense approval on autopilot
Daily profit report from your POS, on autopilot
Refund risk scoring on every order
Daily price logging with an analysis and chart, emailed
Invoice intake with reading, risk checks and approval
A daily multi-market report to your inbox, automatically
Gold vs stocks — an emailed report with a chart
A morning market digest for your stocks — by email
Sort invoices from your inbox into a sheet and folders
A report on your wallet positions — to chat and email, on schedule
Screen and score incoming deals — automatically
Corporate actions matched to a client's portfolio, explained by email
An expense sheet from payment emails — automatically
Invoices from email — into a sheet on their own
Tracking money rotation between market sectors
Daily investment ideas from market moves and news
Daily draft tweets from fresh crypto news
Invoices from email into a sheet — automatically
News that actually touches your clients — with an alert to your inbox
A personalized financial plan from a questionnaire — PDF to the client's inbox
Reconcile gateway payments with your database — automatically
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