SendGrid and Twake automations — Finance

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

32 scenarios

An invoice in Google Sheets from a Typeform submission
Notifications about new invoices from your inbox to your messenger
Incoming invoices: forwarding, archiving and notification — automatic
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
Stock price alerts — sent to you the moment it matters
Exchange rates every morning — to your messenger and inbox
Invoice bookkeeping from PDFs: drop the file, the data appears
Crypto price watch — an alert the moment your limit is hit
Win back customers after a failed payment — emails written for you
Client portfolio update emails, with adviser approval built in
Payment reminders to messenger and email — with a pay link
Duplicate vendor-invoice payment protection
Tax deadline control — a daily check and alerts
Overdue invoice recovery: client emails and escalation on autopilot
Multi-tier expense approval on autopilot
Alerts for the space station passing overhead — when it's visible
A gold-market breakdown with a forecast — every few hours
Invoice intake with reading, risk checks and approval
'Buy / sell' signals on top coins
A report on your wallet positions — to chat and email, on schedule
Risk scoring across all your systems — alerts and reports
Invoices with automatic payment reminders
Payment issue handling: a reply to the customer, an escalation to the team
Loan-application risk scoring from PDFs — report by email
Multi-source payment fraud checks
Cross-border tax, computed daily: rules, anomalies and advisor reports
Lead qualification and client document collection — automated
Borrower onboarding: KYC, bureau and sanctions in one pass
Early price-crisis detection across many sources
Automatic payment reminders for overdue invoices