Google Drive and OkoCrm automations — Documents

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

45 scenarios

Text from chat photos, straight into a sheet
Log invoice data into a table — automatically
Expense logging from receipts — automatically into a sheet
Expense tracking from receipt photos, automatically
Data from PDF invoices into a table — automatically
Receipt data into okoCrm — from a chat photo
Invoices from email — to storage and a log automatically
Email attachments — automatically into Google Drive
Invoices from a folder become rows in a table
Receipts from your inbox — into a spreadsheet and storage
Text from images — into a table, automatically
Invoice data into a sheet — from PDFs automatically
Contacts from business cards into a spreadsheet — by photo
Invoices from your email — filed and logged automatically
Invoice data — straight into a sheet after upload
Invoice processing from a messenger: data to a table, file to storage
Data from PDFs and faxes — straight into okoCrm
PDF invoices into table rows — automatically
Offer letters: PDF generation, delivery and notifications
Invoices from a folder — into a table with recognition
PDF invoice processing with approval — automatically
A card photo becomes a contact in your sheet
Quality checks: the log and the paperwork, handled
Data from documents into a sheet — automatically
Email attachments — straight into storage, by your rules
Document photos into a spreadsheet — from chat or email
Procedures generated from raw documents — steps, register and delivery
Invoice bookkeeping from chat: send a photo, get a row and an archived original
Invoice data into a spreadsheet, automatically
Parsing PDF invoices and exporting for accounting — automatically
Sort invoices from your inbox into a sheet and folders
Scanned invoices into a table, with an email summary
Data subject requests: searched, reported and reviewed before release
Every invoice from your inbox — into one table
Invoices from a folder — parsed into a table
Data from document letters into a spreadsheet — by OCR
Invoice processing: filed into folders, rolled into a sheet
Handwritten notes from photos into a categorized sheet
Emails with attachments, turned into a short digest
A searchable document archive — straight from your chat
Text from any cloud file — into one table
Receipts from photos — amount, date, vendor straight into a sheet
Text recognition from scans and photos of documents
Data from email attachments — straight into a table
Document processing from email: data to a sheet, file to storage, summary to chat