Scriptera
Google Sheets and WhatsApp Business Cloud automations — Finance
Ready-made scenarios where Google Sheets and WhatsApp Business Cloud work for you (finance): pick one — a copy appears in your account and runs on its own.
71 scenarios
- Expense tracking by chat messages
- An invoice in Google Sheets from a Typeform submission
- Expense tracking from a receipt photo in WhatsApp Business Cloud — automated
- An hourly rate history in your own sheet, plus messages to your messenger
- Card spending — straight into a sheet and into chat
- Expense tracking with a message to your messenger
- Daily stock trade ideas, generated automatically
- A daily investment-portfolio breakdown
- Payment reminders with a link — by email and messenger
- Unpaid-invoice control: task and email — on their own
- The day's economic calendar — the big events to your messenger, everything to a sheet
- Receipt tracking from a messenger photo — AI-powered
- Expense tracking through your messenger
- Whole-portfolio profit — as a summary in WhatsApp Business Cloud
- 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
- Stock price alerts — sent to you the moment it matters
- Chat expense tracking with a weekly report
- Trading signals from email — straight to your messenger and a sheet
- Invoice bookkeeping from PDFs: drop the file, the data appears
- Crypto price watch — an alert the moment your limit is hit
- Win back customers after a failed payment — emails written for you
- Invoice data into a sheet — from PDFs automatically
- 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
- Invoice processing from a messenger: data to a table, file to storage
- Expenses from a photo of the receipt — into a table, with reports
- Income and expense tracking through a chat, in plain words
- A morning portfolio brief — prices, news and sentiment in WhatsApp Business Cloud
- Duplicate vendor-invoice payment protection
- Tax deadline control — a daily check and alerts
- Overdue invoice recovery: client emails and escalation on autopilot
- Subscription tracking: reminders before the charge, managed by message
- A weekly read on your portfolio risk
- Multi-tier expense approval on autopilot
- Personal finance tracking through your messenger
- Expense logging by voice or text — straight into a sheet
- News on your stocks in your WhatsApp Business Cloud — 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
- Your agency's real profit — in chat every day
- Expense tracking from messenger messages
- Screen and score incoming deals — automatically
- Personal finances via a chat assistant
- A morning financial briefing for the boss, straight from your sheets
- Expense tracking by messenger — text, voice or photo
- A client's financial report in chat — by name
- 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
- Expense tracking from chat and bank emails
- Market signals from the news, in your messenger
- Expense tracking from receipt photos via WhatsApp Business Cloud
- Product matching through a short quiz in your messenger
- Emailed invoices — into your books, automatically
- Income and expense tracking from your chat
- Expense tracking from receipts via WhatsApp Business Cloud
- Expense tracking in your messenger — by text, voice or a photo of the receipt
- 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
- Expense tracking from chat: voice, receipt photo and text
- 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
