Microsoft Outlook and WhatsApp Business Cloud automations — Documents

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

29 scenarios

Found: files in WhatsApp Business Cloud — Drafts in microsoftOutlook
Email attachments into cloud storage
Notifications about new invoices from your inbox to your messenger
Catch invoices in your inbox, ping your messenger
Email attachments — filed into storage and logged
Orders from your inbox — with a stock check and purchase requests
Offer letters: PDF generation, delivery and notifications
Business card into your address book with one photo
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
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
PDF report data from email, straight into a sheet
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
Invoice the client right after the deal: create, send, notify the team
Invoices from email into accounting, with approval
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
A voice note becomes a business-review slide draft