Keap and Mailopost automations — Documents

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

33 scenarios

New records in Mailopost — Products in Keap
Text from chat photos, straight into a sheet
Data from itinerary PDFs — into a spreadsheet automatically
Expense tracking from receipt photos, automatically
Invoices from email — to storage and a log automatically
Receipt data into mailopost — from a chat photo
Receipts from your inbox — into a spreadsheet and storage
Data from pages linked in emails — into a table
Text from images — into a table, automatically
Contacts from business cards into a spreadsheet — by photo
Invoices from email into a sheet — automatically
Invoice processing from a messenger: data to a table, file to storage
Incoming mail screened for risk — with an audit log and alerts
A card photo becomes a contact in your sheet
Approval requests: routing, a decision and a trace in the table
A business card photo — turned into a contact and a follow-up email
Quality certificate verification and vendor scoring
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
Document photos into a spreadsheet — from chat or email
Parsing PDF invoices and exporting for accounting — automatically
Invoices from email into accounting, with approval
Data subject requests: searched, reported and reviewed before release
Every invoice from your inbox — into one table
Handwritten notes from photos into a categorized sheet
Emails with attachments, turned into a short digest
Handle data-rights requests by the rules
A searchable document archive — straight from your chat
Policy review and approval, driven by a single form
Check and submit insurance claims
Property compliance monitoring with automatic follow-through
Data from email attachments — straight into a table