Google Sheets and Microsoft Teams automations — Finance

Ready-made scenarios where Google Sheets and Microsoft Teams 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
Expense tracking by chat messages
Expense tracking from a receipt photo in Microsoft Teams — automated
Card spending — straight into a sheet and into chat
An hourly rate history in your own sheet, plus messages to your messenger
Expense tracking with a message to your messenger
Daily stock trade ideas, generated automatically
Payment reminders with a link — by email and messenger
A daily investment-portfolio breakdown
Unpaid-invoice control: task and email — on their own
The day's economic calendar — the big events to your messenger, everything to a sheet
Company market caps from the market — as a chart in your messenger
Instructions from emails into the ledger — with a confirmation to the client
Client risk scoring the moment the form is submitted
Whole-portfolio profit — as a summary in Microsoft Teams
Stock price alerts — sent to you the moment it matters
Expense tracking through your messenger
Trading signals from email — straight to your messenger and a sheet
Chat expense tracking with a weekly report
Win back customers after a failed payment — emails written for you
Invoice data into a sheet — from PDFs automatically
Invoice bookkeeping from PDFs: drop the file, the data appears
Crypto price watch — an alert the moment your limit is hit
Invoice data — straight into a sheet after upload
Payment reminders to messenger and email — with a pay link
Client portfolio update emails, with adviser approval built in
Expenses from a photo of the receipt — into a table, with reports
A morning portfolio brief — prices, news and sentiment in Microsoft Teams
Income and expense tracking through a chat, in plain words
Duplicate vendor-invoice payment protection
Tax deadline control — a daily check and alerts
Overdue invoice recovery: client emails and escalation on autopilot
A weekly read on your portfolio risk
Subscription tracking: reminders before the charge, managed by message
Multi-tier expense approval on autopilot
Refund risk scoring on every order
News on your stocks in your Microsoft Teams — with a short summary
A trading journal from chat — in a single message
Invoice intake with reading, risk checks and approval
A report on your wallet positions — to chat and email, on schedule
Expense tracking from messenger messages
Your agency's real profit — in chat every day
Screen and score incoming deals — automatically
Personal finances via a chat assistant
A morning financial briefing for the boss, straight from your sheets
A client's financial report in chat — by name
Invoices with automatic payment reminders
Payment issue handling: a reply to the customer, an escalation to the team
Crypto trading signals, calculated and delivered automatically
Expense tracking from chat and bank emails
Income and expense tracking from your chat
Market signals from the news, in your messenger
Product matching through a short quiz in your messenger
Emailed invoices — into your books, automatically
Expense tracking from receipt photos via Microsoft Teams
Automated payment reconciliation with confidence scores
Currency news releases — straight to your messenger: better or worse than forecast
Receipts from photo into a table — automatically
Crypto price alerts, a morning digest and on-demand replies
Invoices and escalating payment reminders — hands-free, until you're paid
Stock price targets and signals, into a sheet and your chat
Morning stock signal: buy, hold or sell
A briefing on your watchlist: filings, news and a verdict — in your chat
Ask about expenses in your messenger — an instant answer from your sheet