Scriptera
Monday.com and OkoCrm automations — Finance
Ready-made scenarios where Monday.com and OkoCrm work for you (finance): pick one — a copy appears in your account and runs on its own.
25 scenarios
- An invoice in Monday.com from a Typeform submission
- Fresh funding rounds in a table every day
- An hourly rate history in your own sheet, plus messages to your messenger
- Daily stock trade ideas, generated automatically
- The day's economic calendar — the big events to your messenger, everything to a sheet
- Client risk scoring the moment the form is submitted
- Instructions from emails into the ledger — with a confirmation to the client
- Company market caps from the market — as a chart in your messenger
- Trading signals from email — straight to your messenger and a sheet
- A daily revenue forecast — from your own payments
- Invoice bookkeeping from PDFs: drop the file, the data appears
- Invoice data into a sheet — from PDFs automatically
- Invoice data — straight into a sheet after upload
- Money tracking straight from your inbox — with a okoCrm alert
- Multi-tier expense approval on autopilot
- Invoice intake with reading, risk checks and approval
- Your agency's real profit — in chat every day
- Screen and score incoming deals — automatically
- A morning financial briefing for the boss, straight from your sheets
- Market signals from the news, in your messenger
- Emailed invoices — into your books, automatically
- Lead qualification and client document collection — automated
- Automated payment reconciliation with confidence scores
- Currency news releases — straight to your messenger: better or worse than forecast
- Financial digests in your messenger: daily, weekly, monthly
