Scriptera
Compass and QuickBooks Online automations
Ready-made scenarios where Compass and QuickBooks Online work for you: pick one — a copy appears in your account and runs on its own.
29 scenarios
- A weekly store sales total in a sheet
- Stuck-task alerts to your messenger
- New invoice alerts — straight into your team chat
- A weekly summary of new records to your messenger
- Daily duplicate-customer detection in your payment system
- The follow-up after a meeting — written for you
- Knowledge-base freshness monitoring — overdue articles come to you
- Stalled leads: a morning nudge to the rep with the next step written out
- Weekly store sales analysis with AI
- A daily store sales snapshot — in your chat and in your sheet
- Client meeting prep: the gift, the place, and their preferences
- Monitor repository access and push events
- An alert before your SSL certificate expires — in advance
- Revenue reports from your payment system, straight to team chat
- Stock reconciliation across two systems — automatic
- Category sales versus the previous period — delivered to your messenger
- Smart break suggestions for the gaps between your meetings
- Invoice intake with reading, risk checks and approval
- IoT compliance monitoring and ESG reporting on autopilot
- Events on autopilot: registration, payment, reminders
- Your agency's real profit — in chat every day
- Personal team reminders about open tasks
- A weekly reminder of tasks with deadlines
- A pre-meeting brief: last notes, open tickets, recent changes
- Emailed invoices — into your books, automatically
- Every sale — logged, a ping to you and a thank-you to the buyer
- Financial digests in your messenger: daily, weekly, monthly
- Abandoned-cart recovery — email, SMS and a discount in sequence
- A welcome for every new hire in the team chat — automatically
