BotHelp automations — Documents

Ready-made scenarios where BotHelp works for you (documents): pick one — a copy appears in your account and runs on its own.

34 scenarios

Notifications about new invoices from your inbox to your messenger
Catch invoices in your inbox, ping your messenger
Email attachments — automatically into Google Drive
Email attachments — filed into storage and logged
Orders from your inbox — with a stock check and purchase requests
Invoice data into a sheet — from PDFs automatically
Invoice data — straight into a sheet after upload
An invoice decision log: who approved what, and when
Offer letters: PDF generation, delivery and notifications
Contract renewal reminders: an email to the client, a task for the rep
Invoice to the customer right after the order, issued and sent automatically
A summary and Q&A from a document in a minute
Quality checks: the log and the paperwork, handled
Vendor contract renewal reminders — handled for you
Invoice intake with reading, risk checks and approval
Email attachments — straight into storage, by your rules
PDF report data from email, straight into a sheet
Procedures generated from raw documents — steps, register and delivery
Invoices from your inbox: data to a sheet, approval in chat
Tender questionnaires — answered for you
Parsing PDF invoices and exporting for accounting — automatically
Invoice the client right after the deal: create, send, notify the team
Invoices from email into accounting, with approval
Automatic influencer contract compliance — deadlines and breaches
Invoice and customer email, right after the request
Quality-event risk assessment with AI and human sign-off
Emailed invoices — into your books, automatically
Emails with attachments, turned into a short digest
Handle data-rights requests by the rules
Text from any cloud file — into one table
Contract review: risky clauses and a risk score, without reading it cover to cover
Text recognition from scans and photos of documents
AI document fraud and compliance screening
Document processing from email: data to a sheet, file to storage, summary to chat