Mailjet automations — Finance

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

125 scenarios

An invoice in Google Sheets from a Typeform submission
The invoice emailed to the customer right after payment
Notifications about new invoices from your inbox to your messenger
A weekly project cost report — emailed on its own
Daily currency rates in your inbox — automatically
A monthly finance report with insights — by email
Invoice payment reminders — sent automatically
Automatic follow-ups on unpaid invoices
Price alerts — by email and to your phone
Card spending — straight into a sheet and into chat
Invoice and payment link from a sheet row
A morning portfolio summary by email — automated
Incoming invoices: forwarding, archiving and notification — automatic
A morning digest of financial news — to your inbox
Scheduled invoice payment reminders for customers
Invoice data from email — straight into a sheet
Automatic payment reminders for Xero invoices
A morning currency and crypto rundown by email
Expense tracking from receipt photos, automatically
Payment reminders with a link — by email and messenger
Unpaid-invoice control: task and email — on their own
A morning startup briefing — to your inbox
Recovering failed payments — with emails, automatically
Daily stock market recap — to your messenger and email
Daily portfolio return and risk tracking
Stock price alerts — sent to you the moment it matters
A short market-news digest to your inbox
A daily review of your stock portfolio — to your inbox
Savings progress emails — with advice, not just a number
A 5-day outlook on your stocks — every evening
Instructions from emails into the ledger — with a confirmation to the client
An invoice to the client — from one status change
Daily stock signals in Google Sheets
An email on a sharp Bitcoin price drop
Weekly reminders for overdue invoices
Subscription retention — the email lands before the cancellation
Exchange rates every morning — to your messenger and inbox
A morning business-news brief in your inbox
A daily digest of the best crypto rates — to your email
Invoice bookkeeping from PDFs: drop the file, the data appears
Monthly sales report — to your inbox, compiled on its own
Crypto price watch — an alert the moment your limit is hit
Payment reminders to messenger and email — with a pay link
Expense tracking from receipts with monthly reports
The price gap between exchanges — analyzed, by email
Client portfolio update emails, with adviser approval built in
Duplicate vendor-invoice payment protection
Daily payment reports loaded into your database, with an email summary
PDF invoice processing with approval — automatically
Matching invoices against orders — automatically
A daily report of US Congress stock trades to your inbox
Employee expense reimbursement — automatically
Tax deadline control — a daily check and alerts
Weekly client talking points, every Monday morning
Invoices and payment reminders — on schedule
Overdue invoice recovery: client emails and escalation on autopilot
Paid access to Zoom meetings via Stripe
Buffett-style stock analysis — from a ticker in chat
Expense approvals, from form to manager's yes
Tax deduction processing from receipts, emailed to your accountant
An expense claim — from receipts
Invoice capture from a form, plus a weekly spending report
Refund risk scoring on every order
Loan applications: assessed, decided and answered the same day
Payment receipts: sending, archive and ledger — automatically
Alerts for the space station passing overhead — when it's visible
Automated invoice payment reminders
Monthly business tax calculation — prepared automatically
Money tracking straight from your inbox — with a Telegram alert
Multi-tier expense approval on autopilot
Daily profit report from your POS, on autopilot
'Buy / sell' signals on top coins
Gold vs stocks — an emailed report with a chart
Invoice intake with reading, risk checks and approval
A daily multi-market report to your inbox, automatically
Daily price logging with an analysis and chart, emailed
A morning market digest for your stocks — by email
A gold-market breakdown with a forecast — every few hours
Smart contract and tokenomics risk review — delivered to your inbox
A report on your wallet positions — to chat and email, on schedule
Risk scoring across all your systems — alerts and reports
Corporate actions matched to a client's portfolio, explained by email
Screen and score incoming deals — automatically
Sort invoices from your inbox into a sheet and folders
A daily news digest to your inbox — AI-made
Price-spike alerts with the news behind them
Tracking money rotation between market sectors
Receipts sort themselves by category — personal, business, shared
An expense sheet from payment emails — automatically
A stock breakdown by email — from a single query
Daily draft tweets from fresh crypto news
Daily investment ideas from market moves and news
A personalized financial plan from a questionnaire — PDF to the client's inbox
News that actually touches your clients — with an alert to your inbox
Expense reconciliation and deductions — a finished packet for your accountant
Budget control: actuals vs. plan, emailed weekly
Reconcile gateway payments with your database — automatically
Invoices with automatic payment reminders
Payment issue handling: a reply to the customer, an escalation to the team
A morning market digest on your stocks — by email