Google Drive and Microsoft Outlook automations — Documents

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

48 scenarios

Email attachments — into storage automatically
Videos from mail — into storage with a link
PDF invoices generated from a form and emailed automatically
A contract from a form — filled in and sent to the client automatically
Email attachments saved to the cloud automatically
Save email attachments to your storage
Email attachments filed into storage folders — automatically
Email attachments filed into Google Drive automatically
Personalized certificates from a table — generate and send
Invoice and payment link from a sheet row
Email attachments — filed into storage folders automatically
Invoice data from email — straight into a sheet
Expense tracking from receipt photos, automatically
Security questionnaire answers — filled automatically
PDF invoice data — into a table, with an email to the right person
Email attachments — automatically into Google Drive
Invoices from your inbox — straight into Google Drive
Offer letters from a template — with HR sign-off
Export emails to the cloud as files
Auto-convert Word to PDF from cloud storage and send for review
Document draft and summary from an incoming PDF
Text from images — into a table, automatically
Summary and organization list from any document — emailed automatically
Personalized certificates after a test, straight to email
Personalized certificates — from spreadsheet to inbox
Email attachments sorted into sender folders — automatically
Offer letters: PDF generation, delivery and notifications
PDF invoice processing with approval — automatically
The attachments you need — filed to a storage folder by themselves
A card photo becomes a contact in your sheet
Matching invoices against orders — automatically
Email attachments filed into company folders automatically
Invoices and receipts from email, gathered into one folder
Quality checks: the log and the paperwork, handled
Procedures generated from raw documents — steps, register and delivery
Invoice processing from email with file filing and logging
Sort invoices from your inbox into a sheet and folders
Parsing PDF invoices and exporting for accounting — automatically
Personalized offer letters with candidate response tracking
Data subject requests: searched, reported and reviewed before release
Bills from your inbox — archived and logged automatically
Invoices from a folder into a spreadsheet — scans read for you
Invoices from a photo — into a sheet, no duplicates, no gaps
A legal document for a property, nearly hands-free
One-click insurance submissions to carriers
A voice note becomes a business-review slide draft
Data from email attachments — straight into a table
Document processing from email: data to a sheet, file to storage, summary to chat