Scriptera
Microsoft Teams and Roistat automations — Finance
Ready-made scenarios where Microsoft Teams and Roistat work for you (finance): pick one — a copy appears in your account and runs on its own.
24 scenarios
- An invoice in roistat from a Typeform submission
- Expense tracking by chat messages
- Expense tracking from a receipt photo in Microsoft Teams — automated
- An hourly rate history in your own sheet, plus messages to your messenger
- Expense tracking with a message to your messenger
- Daily stock trade ideas, generated automatically
- The day's economic calendar — the big events to your messenger, everything to a sheet
- Company market caps from the market — as a chart in your messenger
- Instructions from emails into the ledger — with a confirmation to the client
- Client risk scoring the moment the form is submitted
- Trading signals from email — straight to your messenger and a sheet
- Invoice data into a sheet — from PDFs automatically
- Invoice intake with reading, risk checks and approval
- A market read by a team of AI analysts, on request
- Screen and score incoming deals — automatically
- Expense tracking from messenger messages
- Your agency's real profit — in chat every day
- A morning financial briefing for the boss, straight from your sheets
- Expense tracking from chat and bank emails
- Market signals from the news, in your messenger
- Borrower onboarding: KYC, bureau and sanctions in one pass
- Currency news releases — straight to your messenger: better or worse than forecast
- Financial digests in your messenger: daily, weekly, monthly
- Crypto price alerts, a morning digest and on-demand replies
