Keap automations — Documents

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

104 scenarios

Email attachments — saved to your cloud automatically
Email attachments — into storage automatically
Videos from mail — into storage with a link
Text from chat photos, straight into a sheet
PDF invoices generated from a form and emailed automatically
The invoice emailed to the customer right after payment
A contract from a form — filled in and sent to the client automatically
A job posting PDF from a form — using your own template
A PDF invoice from a form — assembled and emailed
Email attachments saved to the cloud automatically
Notifications about new invoices from your inbox to your messenger
Password-protecting a PDF — automatically
Personalized certificates from a table — generate and send
Save email attachments to your storage
Email attachments filed into Keap automatically
Data from itinerary PDFs — into a spreadsheet automatically
Invoice and payment link from a sheet row
Clear names for email attachments, saved to storage
PDF invoice data — into a table, with an email to the right person
Expense tracking from receipt photos, automatically
Security questionnaire answers — filled automatically
Receipt data into Google Sheets — from a chat photo
Email attachments — automatically into Keap
Invoices from email — to storage and a log automatically
Catch invoices in your inbox, ping your messenger
Invoices from an order form — issued and sent automatically
Auto-convert Word to PDF from cloud storage and send for review
Offer letters from a template — with HR sign-off
Export emails to the cloud as files
A website accessibility statement — from the site's real state
Receipts from your inbox — into a spreadsheet and storage
Document draft and summary from an incoming PDF
An invoice to the client — from one status change
Data from pages linked in emails — into a table
Bulk personalised certificates from a spreadsheet
Text from images — into a table, automatically
Purchase orders from email — as rows in таблица
Invoicing a client: the scenario collects the details and issues it
A client invoice, from collecting details to sending
Time-based invoices and missing-hours reminders in one run
Contacts from business cards into a spreadsheet — by photo
Summary and organization list from any document — emailed automatically
Invoices from email into a sheet — automatically
Personalized certificates — from spreadsheet to inbox
Personalized certificates after a test, straight to email
Invoice processing from a messenger: data to a table, file to storage
The attachments you need — filed to a storage folder by themselves
Business card into your address book with one photo
Incoming mail screened for risk — with an audit log and alerts
Contract renewal reminders: an email to the client, a task for the rep
Offer letters: PDF generation, delivery and notifications
Passport data from a photo — OCR and a QR code
Matching invoices against orders — automatically
A card photo becomes a contact in your sheet
Invoices and payment reminders — on schedule
A business breakdown with automation ideas and payback
Invoice to the customer right after the order, issued and sent automatically
Invoices and receipts from email, gathered into one folder
Approval requests: routing, a decision and a trace in the table
Ready PDF documents — built and shared
Automatic PDF processing
A business card photo — turned into a contact and a follow-up email
Quality certificate verification and vendor scoring
Vendor contract renewal reminders — handled for you
Quality checks: the log and the paperwork, handled
Invoice intake with reading, risk checks and approval
Document photos into a spreadsheet — from chat or email
Procedures generated from raw documents — steps, register and delivery
Email attachments — straight into storage, by your rules
Invoice bookkeeping from chat: send a photo, get a row and an archived original
Invoices from a folder — straight into CRM deals
Vendor invoices into your records: extraction, duplicate checks, notification
Parsing PDF invoices and exporting for accounting — automatically
Invoice the client right after the deal: create, send, notify the team
Invoices from email into accounting, with approval
Ready documents from a form — straight to the cloud
Personalized offer letters with candidate response tracking
Data subject requests: searched, reported and reviewed before release
Bills from your inbox — archived and logged automatically
Invoice and customer email, right after the request
Quality-event risk assessment with AI and human sign-off
Every invoice from your inbox — into one table
Handwritten notes from photos into a categorized sheet
Invoices from a folder into a spreadsheet — scans read for you
Emails with attachments, turned into a short digest
Invoices from a photo — into a sheet, no duplicates, no gaps
Handle data-rights requests by the rules
HR document archive, sorted by employee
Policy review and approval, driven by a single form
A legal document for a property, nearly hands-free
A searchable document archive — straight from your chat
Check and submit insurance claims
Receipts from photo into a table — automatically
Handwritten notes into a searchable archive: recognition, tags, tag search
An assistant that answers from your documents
One-click insurance submissions to carriers
Continuous compliance monitoring with an immutable audit log
Document approvals down the chain — automatically
Property compliance monitoring with automatic follow-through
Invoices from orders and payment reminders — automatically