Scriptera
Compass automations — Documents
Ready-made scenarios where Compass works for you (documents): pick one — a copy appears in your account and runs on its own.
59 scenarios
- Deleted invoices in Chargebee — Sending messages in Compass
- New invoices in chargebee — Sending messages in Compass — variant 2
- New documents in jotForm — Running apis in Compass
- Signed: documents in seaTable — Sending messages in Compass
- New doc in Google Sheets pings your Compass
- Updated invoices in Chargebee — Sending messages in Compass
- New presentations in googleSlides — Running apis in Compass
- New presentations in googleSlides — Messages in Compass
- Due: invoices in quickbooks — Sending messages in Compass
- New accounts in quickbooks — Running apis in Compass
- New messages in Compass — Topics in awsSns
- New invoices in QuickBooks Online — Sending messages in Compass
- New messages in Compass — Presentations in googleSlides
- New records in Google Sheets — Sending messages in Compass — variant 2
- New messages in Compass — Sending invoices in Xero — variant 2
- New documents in jotForm — Sending messages in Compass
- New messages in Compass — Documents in Google Sheets
- New invoices in xero — Messages in Compass
- New messages in Compass — Invoices in Xero
- Found: documents in Google Docs — Running apis in Compass
- New messages in Compass — Reports in Splunk
- Updated invoices in harvest — Sending messages in Compass
- Found: documents in Google Docs — Messages in Compass
- Sent: invoices in quickbooks — Sending messages in Compass
- New documents in googleDocs — Sending messages in Compass
- 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
- Vendor contract renewal reminders — handled for you
- Quality checks: the log and the paperwork, handled
- A summary and Q&A from a document in a minute
- Procedures generated from raw documents — steps, register and delivery
- 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
- Parsing PDF invoices and exporting for accounting — automatically
- Tender questionnaires — answered for you
- Invoices from your inbox: data to a sheet, approval in chat
- Invoices from email into accounting, with approval
- Invoice the client right after the deal: create, send, notify the team
- 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
- Emails with attachments, turned into a short digest
- Emailed invoices — into your books, automatically
- 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
