Microsoft Outlook and Microsoft Teams automations — Finance

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

40 scenarios

An invoice in Google Sheets from a Typeform submission
Notifications about new invoices from your inbox to your messenger
Tracking food-delivery spending from receipt emails — automatically
Incoming invoices: forwarding, archiving and notification — automatic
Card spending — straight into a sheet and into chat
Payment reminders with a link — by email and messenger
Unpaid-invoice control: task and email — on their own
Daily stock market recap — to your messenger and email
Instructions from emails into the ledger — with a confirmation to the client
Stock price alerts — sent to you the moment it matters
Exchange rates every morning — to your messenger and inbox
Crypto price watch — an alert the moment your limit is hit
Invoice bookkeeping from PDFs: drop the file, the data appears
Payment reminders to messenger and email — with a pay link
Client portfolio update emails, with adviser approval built in
Duplicate vendor-invoice payment protection
Tax deadline control — a daily check and alerts
Overdue invoice recovery: client emails and escalation on autopilot
Buffett-style stock analysis — from a ticker in chat
Refund risk scoring on every order
Alerts for the space station passing overhead — when it's visible
Multi-tier expense approval on autopilot
Money tracking straight from your inbox — with a Microsoft Teams alert
'Buy / sell' signals on top coins
A gold-market breakdown with a forecast — every few hours
Invoice intake with reading, risk checks and approval
Risk scoring across all your systems — alerts and reports
A report on your wallet positions — to chat and email, on schedule
Screen and score incoming deals — automatically
Invoices with automatic payment reminders
Payment issue handling: a reply to the customer, an escalation to the team
Expense tracking from chat and bank emails
Loan-application risk scoring from PDFs — report by email
Multi-source payment fraud checks
Cross-border tax, computed daily: rules, anomalies and advisor reports
Emailed invoices — into your books, automatically
Borrower onboarding: KYC, bureau and sanctions in one pass
Early price-crisis detection across many sources
Invoices and escalating payment reminders — hands-free, until you're paid
Automatic payment reminders for overdue invoices