Scriptera
Keap and OkoCrm automations — Documents
Ready-made scenarios where Keap 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
- Notifications about new invoices from your inbox to your messenger
- Data from itinerary PDFs — into a spreadsheet automatically
- Expense tracking from receipt photos, automatically
- Catch invoices in your inbox, ping your messenger
- Email attachments — automatically into Keap
- Receipt data into okoCrm — from a chat photo
- Invoices from email — to storage and a log automatically
- Receipts from your inbox — into a spreadsheet and storage
- Text from images — into a table, automatically
- Data from pages linked in emails — into a table
- 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
- Offer letters: PDF generation, delivery and notifications
- Contract renewal reminders: an email to the client, a task for the rep
- 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
- Invoice to the customer right after the order, issued and sent automatically
- Vendor contract renewal reminders — handled for you
- A business card photo — turned into a contact and a follow-up email
- Quality certificate verification and vendor scoring
- Quality checks: the log and the paperwork, handled
- Document photos into a spreadsheet — from chat or email
- Invoice intake with reading, risk checks and approval
- Email attachments — straight into storage, by your rules
- Procedures generated from raw documents — steps, register and delivery
- Invoice bookkeeping from chat: send a photo, get a row and an archived original
- Tender questionnaires — answered for you
- Parsing PDF invoices and exporting for accounting — automatically
- Invoices from email into accounting, with approval
- Invoice the client right after the deal: create, send, notify the team
- Data subject requests: searched, reported and reviewed before release
- 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
- 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
