Scriptera
Microsoft Excel 365 and SendGrid automations — Finance
Ready-made scenarios where Microsoft Excel 365 and SendGrid work for you (finance): pick one — a copy appears in your account and runs on its own.
15 scenarios
- A monthly finance report with insights — by email
- Invoice payment reminders — sent automatically
- Payment reminders with a link — by email and messenger
- Unpaid-invoice control: task and email — on their own
- Recovering failed payments — with emails, automatically
- A daily review of your stock portfolio — to your inbox
- Savings progress emails — with advice, not just a number
- An email on a sharp Bitcoin price drop
- Weekly reminders for overdue invoices
- Payment reminders to messenger and email — with a pay link
- Expense tracking from receipts with monthly reports
- Automated invoice payment reminders
- Corporate actions matched to a client's portfolio, explained by email
- A report on your wallet positions — to chat and email, on schedule
- Invoices from email — read, checked and filed
