Google Sheets and WhatsApp Business Cloud automations — Documents

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

34 scenarios

New doc in Google Sheets pings your WhatsApp Business Cloud
Invoices from chat — straight into a table row
Business cards into a contact list — straight from a chat photo
Business cards into a contact sheet — one photo to your messenger
Email attachments — filed into storage and logged
Orders from your inbox — with a stock check and purchase requests
Invoice data into a sheet — from PDFs automatically
Invoice processing from a messenger: data to a table, file to storage
Invoice data — straight into a sheet after upload
An invoice decision log: who approved what, and when
Offer letters: PDF generation, delivery and notifications
Key contract terms from a file — straight into a sheet
Photograph an invoice into chat, get a row in your spreadsheet
Vendor contract renewal reminders — handled for you
A business card photo — turned into a contact and a follow-up email
Quality checks: the log and the paperwork, handled
A summary and Q&A from a document in a minute
Invoice intake with reading, risk checks and approval
Invoice bookkeeping from chat: send a photo, get a row and an archived original
Procedures generated from raw documents — steps, register and delivery
PDF report data from email, straight into a sheet
Invoices from your inbox: data to a sheet, approval in chat
Parsing PDF invoices and exporting for accounting — automatically
Invoice data into a spreadsheet, automatically
Invoices from email into accounting, with approval
Automatic influencer contract compliance — deadlines and breaches
Emailed invoices — into your books, automatically
Expense tracking from receipt photos via WhatsApp Business Cloud
Emails with attachments, turned into a short digest
Text from any cloud file — into one table
Receipts from photo into a table — automatically
Property compliance monitoring with automatic follow-through
Text recognition from scans and photos of documents
Document processing from email: data to a sheet, file to storage, summary to chat