Microsoft Outlook and Microsoft Teams automations — Documents

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

28 scenarios

Notifications about new invoices from your inbox to your messenger
Catch invoices in your inbox, ping your messenger
Email attachments — automatically into Google Drive
Email attachments — filed into storage and logged
Orders from your inbox — with a stock check and purchase requests
Time-based invoices and missing-hours reminders in one run
Contract renewal reminders: an email to the client, a task for the rep
Offer letters: PDF generation, delivery and notifications
Invoice to the customer right after the order, issued and sent automatically
Vendor contract renewal reminders — handled for you
Quality checks: the log and the paperwork, handled
A business card photo — turned into a contact and a follow-up email
Procedures generated from raw documents — steps, register and delivery
PDF report data from email, straight into a sheet
Invoice intake with reading, risk checks and approval
Parsing PDF invoices and exporting for accounting — automatically
Invoices from your inbox: data to a sheet, approval in chat
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
Emailed invoices — into your books, automatically
Handle data-rights requests by the rules
Policy review and approval, driven by a single form
Contract review: risky clauses and a risk score, without reading it cover to cover
Continuous compliance monitoring with an immutable audit log
Property compliance monitoring with automatic follow-through
Document processing from email: data to a sheet, file to storage, summary to chat