Gmail and Google Sheets automations — Documents

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

68 scenarios

PDF invoices generated from a form and emailed automatically
A contract from a form — filled in and sent to the client automatically
Personalized certificates from a table — generate and send
Invoice and payment link from a sheet row
Data from itinerary PDFs — into a spreadsheet automatically
Personalised certificates from a spreadsheet, emailed automatically
Invoice data from email — straight into a sheet
PDF invoice data — into a table, with an email to the right person
Personalized QR-code tickets right after signup
A PDF invoice after every payment — emailed to the customer, archived for you
Security questionnaire answers — filled automatically
Expense tracking from receipt photos, automatically
Bulk-generate personalized documents from a table
Data from email attachments — straight to a sheet
Invoices from email — to storage and a log automatically
Client invoices: generate, protect and send
Client invoices — from a table to a PDF by email
Receipts from your inbox — into a spreadsheet and storage
Text from images — into a table, automatically
Data from pages linked in emails — into a table
Orders from your inbox — with a stock check and purchase requests
Purchase orders from email — as rows in таблица
Invoices from email into a sheet — automatically
Invoices from your email — filed and logged automatically
Personalized certificates after a test, straight to email
Personalized certificates — from spreadsheet to inbox
Payslips from a sheet — a PDF to everyone's inbox
Parsing EDI orders from email into Google Sheets
Invoices from email into your books — with auto-checks and a review queue
Offer letters: PDF generation, delivery and notifications
Incoming mail screened for risk — with an audit log and alerts
PDF invoice processing with approval — automatically
Matching invoices against orders — automatically
Finance documents sorted and routed to departments
A card photo becomes a contact in your sheet
Email attachments filed into company folders automatically
Invoices and payment reminders — on schedule
A business card photo — turned into a contact and a follow-up email
Vendor contract renewal reminders — handled for you
Quality checks: the log and the paperwork, handled
PDF report data from email, straight into a sheet
Document photos into a spreadsheet — from chat or email
Procedures generated from raw documents — steps, register and delivery
Invoice intake with reading, risk checks and approval
Parsing PDF invoices and exporting for accounting — automatically
Invoice processing from email with file filing and logging
Sort invoices from your inbox into a sheet and folders
Invoices from your inbox: data to a sheet, approval in chat
Invoices from email — into a sheet on their own
Invoices from email into accounting, with approval
Personalized offer letters with candidate response tracking
Logging invoices from email into a table
Personalized certificates — generated and delivered on request
Bills from your inbox — archived and logged automatically
Invoices from your inbox into a table, automatically
Invoices from email into a sheet — automatically
Every invoice from your inbox — into one table
Invoices from a folder into a spreadsheet — scans read for you
Invoice ledger from your inbox: a spreadsheet row with no manual entry
Emailed invoices — into your books, automatically
Invoices from a photo — into a sheet, no duplicates, no gaps
A legal document for a property, nearly hands-free
Insurance claim processing from email to decision, automatically
One-click insurance submissions to carriers
Property compliance monitoring with automatic follow-through
A business SWOT report from a sheet — as a ready PDF by email
Data from email attachments — straight into a table
Document processing from email: data to a sheet, file to storage, summary to chat