Grist automations — Finance

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

120 scenarios

Failed: payments in chargebee — Records in Grist
Cancelled: subscriptions in chargebee — Records in Grist
On a schedule — Records in Grist — variant 3
Found: payments in Xero — Updating records in Grist
On a webhook call from payPal — Deleting records in Grist
On a schedule — Records in Grist — variant 2
Sent: invoices in quickbooks — Records in Grist — variant 2
New invoices in QuickBooks Online — Records in Grist
Sent: invoices in quickbooks — Updating records in Grist
New payments in Stripe — Records in Grist
Updated invoices in xero — Updating records in Grist
New records in Grist — Orders in Cdek
New supplier credits in quickbooks — Records in Grist
New records in Grist — Updating orders in Lamoda
New vendors in quickbooks — Records in Grist
Updated customers in quickbooks — Updating records in Grist
New deposits in quickbooks — Records in Grist
New records in Grist — Employees in Xero
On a webhook call from payPal — Records in Grist
New records in Grist — Invoices in Xero
Found: payments in Xero — Records in Grist
Due: invoices in quickbooks — Records in Grist
Updated customers in quickbooks — Records in Grist
New form responses in Formstack — Orders in Cdek
Found: invoices in lava — Updating records in Grist
New vendors in quickbooks — Updating records in Grist
Transfer history from wise into a table
A record of every Stripe payment in Grist
Closed deals from pipedrive — an invoice in QuickBooks Online and a record in the base
New expenses in quickbooks — Records in Grist
Purchase tracking from a receipt photo
On a webhook call from payPal — Sending SMS in Voximplant
Found: customers in Get Course — Records in Grist
New invoices in xero — Sending messages in Telegram
On a webhook call from payPal — Records in Grist
Expense tracking by chat messages
An invoice in Grist from a Typeform submission
Expense tracking from email receipts — automatically
Expense tracking from a receipt photo in Telegram — automated
Accounting customers — into a spreadsheet every month
Fresh investor data into a sheet — automated
Expense logging from receipts — automatically into a sheet
Log invoice data into a table — automatically
Fresh funding rounds in a table every day
Sales-tax calculation by address into a sheet
An hourly rate history in your own sheet, plus messages to your messenger
Expense tracking with a message to your messenger
Accounting invoices — in a sheet on their own, in real time
Expense tracking in one chat message — logged on its own
A current exchange rate in your table — updating itself every morning
Data from PDF invoices into a table — automatically
Expense tracking from receipt photos, automatically
Daily stock trade ideas, generated automatically
Track new SEC Form D filings in a spreadsheet
The day's economic calendar — the big events to your messenger, everything to a sheet
Receipt data into Grist — from a chat photo
Daily crypto portfolio export to a spreadsheet
Receipt tracking from a messenger photo — AI-powered
A trading journal that fills itself every day
Client risk scoring the moment the form is submitted
Instructions from emails into the ledger — with a confirmation to the client
Company market caps from the market — as a chart in your messenger
Receipts from your inbox — into a spreadsheet and storage
One sales ledger for two stores
Execute trading signals by your own rules
Trading signals from email — straight to your messenger and a sheet
Reconcile invoices against your bank statement — automatically
Daily stock signals in Grist
A daily revenue forecast — from your own payments
Invoice data into a sheet — from PDFs automatically
Invoice bookkeeping from PDFs: drop the file, the data appears
Invoice processing from a messenger: data to a table, file to storage
Receipt bookkeeping from a storage folder — automatically
Supplier invoices — into a sheet, PDFs — filed by year
Invoice data — straight into a sheet after upload
Invoices from your email — filed and logged automatically
Regulatory updates turned into an actionable checklist
Daily index trading signal
PDF invoice processing with approval — automatically
Employee expense reimbursement — automatically
Weekly client talking points, every Monday morning
An expense claim — from receipts
Paid access to Zoom meetings via Stripe
Expense approvals, from form to manager's yes
Payment receipts: sending, archive and ledger — automatically
Loan applications: assessed, decided and answered the same day
An honest comparison of two investment options, with market context
Money tracking straight from your inbox — with a Telegram alert
Multi-tier expense approval on autopilot
Refund risk scoring on every order
Smart contract and tokenomics risk review — delivered to your inbox
Invoice intake with reading, risk checks and approval
Expense logging by voice or text — straight into a sheet
A morning market digest for your stocks — by email
A daily multi-market report to your inbox, automatically
Expense tracking from messenger messages
Screen and score incoming deals — automatically
Sort invoices from your inbox into a sheet and folders
Your agency's real profit — in chat every day
A market read by a team of AI analysts, on request