Mautic automations — Documents

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

61 scenarios

PDF invoices generated from a form and emailed automatically
A PDF invoice from a form — assembled and emailed
A contract from a form — filled in and sent to the client automatically
The invoice emailed to the customer right after payment
Notifications about new invoices from your inbox to your messenger
Personalized certificates from a table — generate and send
Invoice and payment link from a sheet row
Data from itinerary PDFs — into a spreadsheet automatically
Expense tracking from receipt photos, automatically
Security questionnaire answers — filled automatically
PDF invoice data — into a table, with an email to the right person
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
A website accessibility statement — from the site's real state
Document draft and summary from an incoming PDF
An invoice to the client — from one status change
Time-based invoices and missing-hours reminders in one run
Invoicing a client: the scenario collects the details and issues it
Text from images — into a table, automatically
A client invoice, from collecting details to sending
Summary and organization list from any document — emailed automatically
Personalized certificates after a test, straight to email
Personalized certificates — from spreadsheet to inbox
Contract renewal reminders: an email to the client, a task for the rep
Business card into your address book with one photo
Offer letters: PDF generation, delivery and notifications
Passport data from a photo — OCR and a QR code
A card photo becomes a contact in your sheet
Matching invoices against orders — automatically
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
Quality checks: the log and the paperwork, handled
Quality certificate verification and vendor scoring
A business card photo — turned into a contact and a follow-up email
Vendor contract renewal reminders — handled for you
Procedures generated from raw documents — steps, register and delivery
Invoice intake with reading, risk checks and approval
Parsing PDF invoices and exporting for accounting — automatically
Invoice the client right after the deal: create, send, notify the team
Personalized offer letters with candidate response tracking
Invoices from email into accounting, with approval
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
Invoices from a folder into a spreadsheet — scans read for you
Handle data-rights requests by the rules
Invoices from a photo — into a sheet, no duplicates, no gaps
Policy review and approval, driven by a single form
A legal document for a property, nearly hands-free
Check and submit insurance claims
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
A voice note becomes a business-review slide draft
Invoices from orders and payment reminders — automatically
A business SWOT report from a sheet — as a ready PDF by email
Invoices and payment reminders — from order to paid