Scriptera
Harvest and Microsoft Excel 365 automations
Ready-made scenarios where Harvest and Microsoft Excel 365 work for you: pick one — a copy appears in your account and runs on its own.
13 scenarios
- Invoices from Harvest as rows in Microsoft Excel 365
- Contacts logged into a spreadsheet
- Daily Harvest forecast logged into Microsoft Excel 365
- Invoices from a sheet straight into QuickBooks — no double entry
- Enriching leads with contacts — drop a sheet, get a filled CRM
- Unpaid-invoice control: task and email — on their own
- Candidate shortlisting, emails and screening tasks
- Urgent emails from key clients, turned straight into tasks
- Polite candidate rejections sent by email, with the task closed
- Lead reply intent sorting with ready tasks in ClickUp
- Every sale — logged, a ping to you and a thank-you to the buyer
- AI marketing outreach with reply handling — on autopilot
- An AI assistant over your CRM in any messenger
