Mautic and WhatsApp Business Cloud automations — Documents

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

22 scenarios

New contacts in Mautic — Uploading media files in WhatsApp Business Cloud
Notifications about new invoices from your inbox to your messenger
Business card into your address book with one photo
Offer letters: PDF generation, delivery and notifications
Contract renewal reminders: an email to the client, a task for the rep
Invoice to the customer right after the order, issued and sent automatically
A business card photo — turned into a contact and a follow-up email
Quality checks: the log and the paperwork, handled
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
Tender questionnaires — answered for you
Invoices from email into accounting, with approval
Invoice the client right after the deal: create, send, notify the team
Invoice and customer email, right after the request
Quality-event risk assessment with AI and human sign-off
Handle data-rights requests by the rules
Policy review and approval, driven by a single form
Continuous compliance monitoring with an immutable audit log
Property compliance monitoring with automatic follow-through
A voice note becomes a business-review slide draft