Microsoft SharePoint and OkoCrm automations — Documents

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

38 scenarios

Text from chat photos, straight into a sheet
Invoices from email — to storage and a log automatically
Email attachments — automatically into Microsoft SharePoint
Receipt data into okoCrm — from a chat photo
Receipts from your inbox — into a spreadsheet and storage
Contacts from business cards into a spreadsheet — by photo
Invoice data into a sheet — from PDFs automatically
An invoice decision log: who approved what, and when
Invoices from your email — filed and logged automatically
Invoice processing from a messenger: data to a table, file to storage
Invoice data — straight into a sheet after upload
Data from PDFs and faxes — straight into okoCrm
Offer letters: PDF generation, delivery and notifications
Stripe invoices from your wholesale orders table
A card photo becomes a contact in your sheet
A summary and Q&A from a document in a minute
Quality checks: the log and the paperwork, handled
Email attachments — straight into storage, by your rules
Procedures generated from raw documents — steps, register and delivery
Document photos into a spreadsheet — from chat or email
Invoice bookkeeping from chat: send a photo, get a row and an archived original
Invoice intake with reading, risk checks and approval
Invoices from your inbox: data to a sheet, approval in chat
Sort invoices from your inbox into a sheet and folders
Parsing PDF invoices and exporting for accounting — automatically
Invoices from email into accounting, with approval
Data subject requests: searched, reported and reviewed before release
Every invoice from your inbox — into one table
Handwritten notes from photos into a categorized sheet
Emails with attachments, turned into a short digest
Emailed invoices — into your books, automatically
Handle data-rights requests by the rules
A searchable document archive — straight from your chat
Text from any cloud file — into one table
Property compliance monitoring with automatic follow-through
Text recognition from scans and photos of documents
Data from email attachments — straight into a table
Document processing from email: data to a sheet, file to storage, summary to chat