ERPNext automations — Documents

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

32 scenarios

A JotForm submission becomes a ready document in ERPNext
A fresh ERPNext file — created every week
New Google Sheets rows turn into a ERPNext document
An event in Google Calendar — a ready doc in ERPNext
Form responses become ready documents in ERPNext
New ERPNext — copied into Google Drive
Document links shortened automatically
New doc in ERPNext pings your Telegram
Documents from ERPNext copied into Microsoft OneDrive
Meeting summaries from Zoom into ERPNext
Drafts from ERPNext move over to Vk
New ERPNext files copied into Google Drive
Slides built from your document automatically
PDF invoices generated from a form and emailed automatically
A contract from a form — filled in and sent to the client automatically
A PDF invoice after every payment — emailed to the customer, archived for you
Invoices from a sheet into documents — automatically
Client contracts from a template — automatically
Offer letters from a template — with HR sign-off
A 'lessons learned' report from a Jira epic — straight to a doc
Offer letters and contracts for new hires — automatically
A long document from a single title — section by section
Document draft and summary from an incoming PDF
Turning PDFs and scans into an editable document
Procedures generated from raw documents — steps, register and delivery
Personalized offer letters with candidate response tracking
Recognize text from a PDF into a document — via a bot
An agreement from request to signature — the whole path on its own
A legal document for a property, nearly hands-free
Text from any cloud file — into one table
One-click insurance submissions to carriers
A requirements doc that keeps itself current