Scriptera
Mailjet and Roistat automations — Finance
Ready-made scenarios where Mailjet and Roistat work for you (finance): pick one — a copy appears in your account and runs on its own.
21 scenarios
- An invoice in roistat from a Typeform submission
- A morning portfolio summary by email — automated
- Expense tracking from receipt photos, automatically
- Instructions from emails into the ledger — with a confirmation to the client
- PDF invoice processing with approval — automatically
- Weekly client talking points, every Monday morning
- Employee expense reimbursement — automatically
- Expense approvals, from form to manager's yes
- An expense claim — from receipts
- Paid access to Zoom meetings via Stripe
- Payment receipts: sending, archive and ledger — automatically
- A morning market digest for your stocks — by email
- A daily multi-market report to your inbox, automatically
- Smart contract and tokenomics risk review — delivered to your inbox
- Invoice intake with reading, risk checks and approval
- Screen and score incoming deals — automatically
- An expense sheet from payment emails — automatically
- A personalized financial plan from a questionnaire — PDF to the client's inbox
- A morning market digest on your stocks — by email
- Expense tracking from chat and bank emails
- Borrower onboarding: KYC, bureau and sanctions in one pass
