Scriptera
InSales and OkoCrm automations — Documents
Ready-made scenarios where InSales and OkoCrm work for you (documents): pick one — a copy appears in your account and runs on its own.
8 scenarios
- Invoice data into a sheet — from PDFs automatically
- An invoice decision log: who approved what, and when
- A summary and Q&A from a document in a minute
- Invoice intake with reading, risk checks and approval
- Parsing PDF invoices and exporting for accounting — automatically
- Emails with attachments, turned into a short digest
- Handle data-rights requests by the rules
- Text from any cloud file — into one table
