Microsoft Teams and Monica CRM automations — Documents

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

29 scenarios

New documents in jotForm — Sending messages in Microsoft Teams
Text from chat photos, straight into a sheet
Business cards into a contact list — straight from a chat photo
Invoices from chat — straight into a table row
Business cards into a contact sheet — one photo to your messenger
Invoice data into a sheet — from PDFs automatically
Invoice data — straight into a sheet after upload
An invoice decision log: who approved what, and when
Contract renewal reminders: an email to the client, a task for the rep
Key contract terms from a file — straight into a sheet
Photograph an invoice into chat, get a row in your spreadsheet
A business card photo — turned into a contact and a follow-up email
A summary and Q&A from a document in a minute
Invoice intake with reading, risk checks and approval
Procedures generated from raw documents — steps, register and delivery
Parsing PDF invoices and exporting for accounting — automatically
Invoices from your inbox: data to a sheet, approval in chat
Invoice data into a spreadsheet, automatically
Invoices from email into accounting, with approval
Emails with attachments, turned into a short digest
Emailed invoices — into your books, automatically
Handle data-rights requests by the rules
Policy review and approval, driven by a single form
Text from any cloud file — into one table
Continuous compliance monitoring with an immutable audit log
A requirements doc that keeps itself current
Property compliance monitoring with automatic follow-through
Text recognition from scans and photos of documents
Document processing from email: data to a sheet, file to storage, summary to chat