Scriptera
BambooHR and InSales automations — Documents
Ready-made scenarios where BambooHR and InSales work for you (documents): pick one — a copy appears in your account and runs on its own.
13 scenarios
- Text from chat photos, straight into a sheet
- Receipt data into inSales — from a chat photo
- Receipts from your inbox — into a spreadsheet and storage
- Contacts from business cards into a spreadsheet — by photo
- Invoices from your email — filed and logged automatically
- Data from PDFs and faxes — straight into inSales
- A card photo becomes a contact in your sheet
- Invoice bookkeeping from chat: send a photo, get a row and an archived original
- Document photos into a spreadsheet — from chat or email
- Handwritten notes from photos into a categorized sheet
- Emails with attachments, turned into a short digest
- A searchable document archive — straight from your chat
- Data from email attachments — straight into a table
