Scriptera
BambooHR automations — Documents
Ready-made scenarios where BambooHR works for you (documents): pick one — a copy appears in your account and runs on its own.
69 scenarios
- Email attachments — saved to your cloud automatically
- Videos from mail — into storage with a link
- Email attachments — into storage automatically
- PDF invoices generated from a form and emailed automatically
- Text from chat photos, straight into a sheet
- A job posting PDF from a form — using your own template
- A contract from a form — filled in and sent to the client automatically
- Email attachments saved to the cloud automatically
- Password-protecting a PDF — automatically
- Email attachments filed into BambooHR automatically
- Save email attachments to your storage
- Clear names for email attachments, saved to storage
- Invoice data from email — straight into a sheet
- Data from a PDF on request
- Security questionnaire answers — filled automatically
- Receipt data into Google Sheets — from a chat photo
- Invoices from email — to storage and a log automatically
- Email attachments — automatically into BambooHR
- All images from a PDF analyzed into one text file — automatically
- PDF into clean text with structure preserved
- Client contracts from a template — automatically
- A 'lessons learned' report from a Jira epic — straight to a doc
- Offer letters from a template — with HR sign-off
- Invoices from your inbox — straight into BambooHR
- Export emails to the cloud as files
- Documents sent to your messenger become text automatically
- Receipts from your inbox — into a spreadsheet and storage
- Offer letters and contracts for new hires — automatically
- A knowledge base over your PDFs — that answers questions
- Ask your PDF: question in, answer out
- Bulk personalised certificates from a spreadsheet
- Contacts from business cards into a spreadsheet — by photo
- OCR for large documents, end to end — automatically
- Personalized certificates — from spreadsheet to inbox
- Invoice processing from a messenger: data to a table, file to storage
- Invoices from your email — filed and logged automatically
- Invoice data — straight into a sheet after upload
- The attachments you need — filed to a storage folder by themselves
- Data from PDFs and faxes — straight into Google Sheets
- Offer letters: PDF generation, delivery and notifications
- A card photo becomes a contact in your sheet
- Automatic PDF processing
- Ready PDF documents — built and shared
- Answers from your own documents — with a quote from the source
- Text from PDFs and scans in BambooHR — recognized automatically
- Quality checks: the log and the paperwork, handled
- Document photos into a spreadsheet — from chat or email
- Email attachments — straight into storage, by your rules
- Invoice bookkeeping from chat: send a photo, get a row and an archived original
- Invoices from a folder — straight into CRM deals
- Vendor invoices into your records: extraction, duplicate checks, notification
- Sort invoices from your inbox into a sheet and folders
- Ready documents from a form — straight to the cloud
- Personalized offer letters with candidate response tracking
- Bills from your inbox — archived and logged automatically
- Every invoice from your inbox — into one table
- Handwritten notes from photos into a categorized sheet
- Emails with attachments, turned into a short digest
- HR document archive, sorted by employee
- Invoices from a photo — into a sheet, no duplicates, no gaps
- An agreement from request to signature — the whole path on its own
- A searchable document archive — straight from your chat
- A legal document for a property, nearly hands-free
- Receipts from photo into a table — automatically
- Handwritten notes into a searchable archive: recognition, tags, tag search
- Split a PDF into sections by its contents
- One-click insurance submissions to carriers
- A requirements doc that keeps itself current
- Data from email attachments — straight into a table
