Twake automations — Finance

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

101 scenarios

Monthly financial metrics — to your chat
An invoice in Google Sheets from a Typeform submission
Tracking food-delivery spending from receipt emails — automatically
A trending-market brief in your messenger, twice a day
Gold and currency rates — to your messenger on a schedule
Notifications about new invoices from your inbox to your messenger
Price-dip alerts, delivered to your messenger and by SMS
Watching a wallet balance — a signal to your messenger
A paid invoice moves the deal in your CRM
An hourly rate history in your own sheet, plus messages to your messenger
Hourly crypto market summary in Twake
Card spending — straight into a sheet and into chat
Exchange rates in your messenger on a schedule
Incoming invoices: forwarding, archiving and notification — automatic
Murban crude prices delivered to Twake on schedule
New invoice alerts — straight into your team chat
Daily stock trade ideas, generated automatically
Payment reminders with a link — by email and messenger
A daily investment-portfolio breakdown
Monitor high-impact posts and their market effect
Unpaid-invoice control: task and email — on their own
The gold price in your currency — to your messenger on schedule
The day's economic calendar — the big events to your messenger, everything to a sheet
Daily stock market recap — to your messenger and email
Stock price alerts — sent to you the moment it matters
Company market caps from the market — as a chart in your messenger
Client risk scoring the moment the form is submitted
News on the companies you follow — in chat every morning
Instructions from emails into the ledger — with a confirmation to the client
Ask your finances in chat — answers from your own data
A chat alert when a coin hits your target price
Trading signals from email — straight to your messenger and a sheet
Exchange rates every morning — to your messenger and inbox
A morning market read in the team chat — automatically
RSI alerts for your coin watchlist in Telegram
Crypto market spike alerts — to your messenger
Daily crypto news digest, auto-posted to your channel
Win back customers after a failed payment — emails written for you
Invoice bookkeeping from PDFs: drop the file, the data appears
Crypto price watch — an alert the moment your limit is hit
Invoice data into a sheet — from PDFs automatically
Invoice data — straight into a sheet after upload
Hourly multi-timeframe market read — in your messenger
Client portfolio update emails, with adviser approval built in
Payment reminders to messenger and email — with a pay link
Morning crypto market briefing in Twake
Revenue reports from your payment system, straight to team chat
A short market briefing from the news feed, straight to chat
Duplicate vendor-invoice payment protection
Expenses from a photo of the receipt — into a table, with reports
Payment dispute alerts with automatic task creation
A morning portfolio brief — prices, news and sentiment in Twake
A digest of financial news from many feeds — into your chat
Tax deadline control — a daily check and alerts
Stock sentiment from social media — into tasks and alerts
Overdue invoice recovery: client emails and escalation on autopilot
A weekly read on your portfolio risk
Multi-tier expense approval on autopilot
Money tracking straight from your inbox — with a Twake alert
Advance warnings about major market news in your messenger
Alerts for the space station passing overhead — when it's visible
Forex news and market sentiment for a pair — to your messenger
News on your stocks in your Twake — with a short summary
A gold-market breakdown with a forecast — every few hours
'Buy / sell' signals on top coins
Invoice intake with reading, risk checks and approval
A report on your wallet positions — to chat and email, on schedule
Risk scoring across all your systems — alerts and reports
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
Alerts on sharp stock price moves — with news and translation
Match aid programmes from a form — with the letter and application drafted
Invoices with automatic payment reminders
Crypto trading signals, calculated and delivered automatically
Payment issue handling: a reply to the customer, an escalation to the team
A daily stock breakdown with a forecast in Twake
Important niche news — straight to every channel
Loan-application risk scoring from PDFs — report by email
Multi-source payment fraud checks
Trading signals checked against indicators and news
Cross-border tax, computed daily: rules, anomalies and advisor reports
Sharp price-move alerts and a weekly report, straight to chat
Lead qualification and client document collection — automated
Emailed invoices — into your books, automatically
Market signals from the news, in your messenger
Expense tracking from a receipt photo — in one snap
Early price-crisis detection across many sources
Automated payment reconciliation with confidence scores
A morning crypto-market rundown — with charts, to your chat
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
AI document fraud and compliance screening
Bitcoin liquidity analysis from exchanges to your messenger
Stock price targets and signals, into a sheet and your chat
Automatic payment reminders for overdue invoices
Hourly market analysis and trades only with your approval
BTC and ETH market summary with sentiment
Morning stock signal: buy, hold or sell