Microsoft Teams and QuickBooks Online automations

Ready-made scenarios where Microsoft Teams and QuickBooks Online work for you: pick one — a copy appears in your account and runs on its own.

42 scenarios

Text from chat photos, straight into a sheet
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
AI that sorts and labels your incoming email
Knowledge-base freshness monitoring — overdue articles come to you
Daily duplicate-customer detection in your payment system
The follow-up after a meeting — written for 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
Launch scenarios from chat with a plain phrase
Urgent emails from key clients, turned straight into tasks
Revenue reports from your payment system, straight to team chat
Your channel's videos and stats — in one table
Bot access for your people only
Category sales versus the previous period — delivered to your messenger
Stock reconciliation across two systems — automatic
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
Order questions answered on their own
A weekly reminder of tasks with deadlines
A sales agent in chat: finds the product, answers questions, sends the payment link
Customer feedback sorted into themes, tasks and a weekly report
Role-based access to your work bot
A pre-meeting brief: last notes, open tickets, recent changes
A post-purchase support assistant in Microsoft Teams
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
Language and coding lessons in a messenger — on a schedule
Finding companies and their staff's work contacts — with AI
A sales assistant across every messenger