Scriptera
Box and OkoCrm automations — Documents
Ready-made scenarios where Box and OkoCrm work for you (documents): pick one — a copy appears in your account and runs on its own.
24 scenarios
- Text from chat photos, straight into a sheet
- Email attachments — automatically into Box
- Receipt data into okoCrm — from a chat photo
- Invoices from email — to storage and a log automatically
- Invoices from a folder become rows in a table
- Receipts from your inbox — into a spreadsheet and storage
- Email attachments — filed into storage and logged
- Contacts from business cards into a spreadsheet — by photo
- Invoice processing from a messenger: data to a table, file to storage
- Invoice data — straight into a sheet after upload
- Offer letters: PDF generation, delivery and notifications
- Data from PDFs and faxes — straight into okoCrm
- A card photo becomes a contact in your sheet
- Quality checks: the log and the paperwork, handled
- Email attachments — straight into storage, by your rules
- Document photos into a spreadsheet — from chat or email
- Invoice bookkeeping from chat: send a photo, get a row and an archived original
- Data subject requests: searched, reported and reviewed before release
- Every invoice from your inbox — into one table
- Handwritten notes from photos into a categorized sheet
- Emails with attachments, turned into a short digest
- A searchable document archive — straight from your chat
- Receipts from photos — amount, date, vendor straight into a sheet
- Data from email attachments — straight into a table
