Whole-portfolio profit — as a summary in WhatsApp Business Cloud

The scenario totals positions across all brokers from Microsoft Excel 365 and sends profit and loss to WhatsApp Business Cloud — on a schedule and on request.

  • Tracking across several brokers at once
  • An overall total and a per-broker breakdown
  • A summary twice a day
  • A manual request from WhatsApp Business Cloud
Set it up for yourselfScriptera

How it works

To move data from Microsoft Excel 365 to WhatsApp Business Cloud automatically, use a ready-made scenario — no manual exports.

  1. Starts when: Telegram Trigger
  2. Then: Edit Fields
  3. Check: If
  4. If yes: Switch
  5. If yes: Get row(s) in sheet2
  6. Then: Code1
  7. Then: Broker PNL Update
  8. If no: Get row(s) in sheet
  9. Then: Aggregate
  10. Then: Code
  11. Then: Total PNL Update
  12. Starts when: Auto Update at 10AM and 4PM

You can launch this Microsoft Excel 365 + WhatsApp Business Cloud integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

Similar scenarios