Scriptera
Microsoft Outlook and YCLIENTS automations — Documents
Ready-made scenarios where Microsoft Outlook and YCLIENTS work for you (documents): pick one — a copy appears in your account and runs on its own.
26 scenarios
- Starting soon: events in microsoftOutlook — Records in Yclients
- Updated contacts in Microsoft Outlook — Customers in Yclients
- Data from itinerary PDFs — into a spreadsheet automatically
- Expense tracking from receipt photos, automatically
- An invoice to the client — from one status change
- Data from pages linked in emails — into a table
- Text from images — into a table, automatically
- Invoices from email into a sheet — automatically
- Incoming mail screened for risk — with an audit log and alerts
- PDF invoice processing with approval — automatically
- A card photo becomes a contact in your sheet
- A business card photo — turned into a contact and a follow-up email
- Quality certificate verification and vendor scoring
- Procedures generated from raw documents — steps, register and delivery
- Invoice intake with reading, risk checks and approval
- Archiving email attachments to your storage
- Parsing PDF invoices and exporting for accounting — automatically
- Sort invoices from your inbox into a sheet and folders
- Invoices from email into accounting, with approval
- Data subject requests: searched, reported and reviewed before release
- Invoices from email into a sheet — automatically
- Emailed invoices — into your books, automatically
- Handle data-rights requests by the rules
- Policy review and approval, driven by a single form
- Check and submit insurance claims
- Property compliance monitoring with automatic follow-through
