Devino and OkoCrm automations — Documents

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

33 scenarios

Notifications about new invoices from your inbox to your messenger
Data from itinerary PDFs — into a spreadsheet automatically
Expense tracking from receipt photos, automatically
Text from images — into a table, automatically
Invoice data into a sheet — from PDFs automatically
An invoice decision log: who approved what, and when
Invoice data — straight into a sheet after upload
Offer letters: PDF generation, delivery and notifications
Contract renewal reminders: an email to the client, a task for the rep
A card photo becomes a contact in your sheet
Invoice to the customer right after the order, issued and sent automatically
A business card photo — turned into a contact and a follow-up email
Quality checks: the log and the paperwork, handled
Quality certificate verification and vendor scoring
A summary and Q&A from a document in a minute
Vendor contract renewal reminders — handled for you
Procedures generated from raw documents — steps, register and delivery
Invoice intake with reading, risk checks and approval
Invoices from your inbox: data to a sheet, approval in chat
Parsing PDF invoices and exporting for accounting — automatically
Tender questionnaires — answered for you
Invoices from email into accounting, with approval
Invoice the client right after the deal: create, send, notify the team
Data subject requests: searched, reported and reviewed before release
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
Check and submit insurance claims
Text recognition from scans and photos of documents
Document processing from email: data to a sheet, file to storage, summary to chat