Scriptera
Exolve and Keap automations — Documents
Ready-made scenarios where Exolve and Keap work for you (documents): pick one — a copy appears in your account and runs on its own.
20 scenarios
- New documents in jotForm — Sending messages in Exolve
- Notifications about new invoices from your inbox to your messenger
- Email attachments — automatically into Keap
- Catch invoices in your inbox, ping your messenger
- Contract renewal reminders: an email to the client, a task for the rep
- Offer letters: PDF generation, delivery and notifications
- Invoice to the customer right after the order, issued and sent automatically
- Quality checks: the log and the paperwork, handled
- Vendor contract renewal reminders — handled for you
- Email attachments — straight into storage, by your rules
- Invoice intake with reading, risk checks and approval
- Procedures generated from raw documents — steps, register and delivery
- 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
- 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
- Handle data-rights requests by the rules
