Google Sheets and Twake automations — Finance

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

43 scenarios

An invoice in Google Sheets from a Typeform submission
An hourly rate history in your own sheet, plus messages to your messenger
Card spending — straight into a sheet and into chat
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
Stock price alerts — sent to you the moment it matters
Company market caps from the market — as a chart in your messenger
Client risk scoring the moment the form is submitted
Instructions from emails into the ledger — with a confirmation to the client
Trading signals from email — straight to your messenger and a sheet
Invoice data into a sheet — from PDFs automatically
Crypto price watch — an alert the moment your limit is hit
Win back customers after a failed payment — emails written for you
Invoice bookkeeping from PDFs: drop the file, the data appears
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
A morning portfolio brief — prices, news and sentiment in Twake
Duplicate vendor-invoice payment protection
Expenses from a photo of the receipt — into a table, with reports
Overdue invoice recovery: client emails and escalation on autopilot
Tax deadline control — a daily check and alerts
A weekly read on your portfolio risk
Multi-tier expense approval on autopilot
News on your stocks in your Twake — with a short summary
Invoice intake with reading, risk checks and approval
Screen and score incoming deals — automatically
Your agency's real profit — in chat every day
A report on your wallet positions — to chat and email, on schedule
A morning financial briefing for the boss, straight from your sheets
Payment issue handling: a reply to the customer, an escalation to the team
Invoices with automatic payment reminders
Crypto trading signals, calculated and delivered automatically
Emailed invoices — into your books, automatically
Market signals from the news, in your messenger
Automated payment reconciliation with confidence scores
Currency news releases — straight to your messenger: better or worse than forecast
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