Microsoft Outlook and Roistat automations — Transaction Tracking

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

4 scenarios

Instructions from emails into the ledger — with a confirmation to the client
Expense approvals, from form to manager's yes
An expense sheet from payment emails — automatically
Invoices from email into a sheet — automatically