Scenarios for OkoCrm — Documents

Ready-made scenarios for OkoCrm: pick one — a copy appears in your account and runs on its own.

101 scenarios

Text from chat photos, straight into a sheet
Purchase tracking from a receipt photo
Receipt data — into a table from a photo in a form
A business card into a contact card from a photo
Notifications about new invoices from your inbox to your messenger
Expense tracking from email receipts — automatically
Medical record data into a spreadsheet — no manual entry
Data from scanned documents — into a sheet
Expense logging from receipts — automatically into a sheet
Log invoice data into a table — automatically
Data from itinerary PDFs — into a spreadsheet automatically
Business cards into a contact list — straight from a chat photo
Invoices from chat — straight into a table row
Data from PDF invoices into a table — automatically
Expense tracking from receipt photos, automatically
Business cards into a contact sheet — one photo to your messenger
Catch invoices in your inbox, ping your messenger
Invoices from email — to storage and a log automatically
Email attachments — automatically into Google Drive
Receipt data into okoCrm — from a chat photo
Email attachments — filed into storage and logged
Invoices from a folder become rows in a table
Business cards — into a contact base, field by field
Receipts from your inbox — into a spreadsheet and storage
Recognize PDF documents into a spreadsheet — automatically
Data from pages linked in emails — into a table
Text from images — into a table, automatically
Orders from your inbox — with a stock check and purchase requests
Contacts from business cards into a spreadsheet — by photo
Invoices from email into a sheet — automatically
Invoice data into a sheet — from PDFs automatically
Invoice processing from a messenger: data to a table, file to storage
Invoices from your email — filed and logged automatically
Invoice data — straight into a sheet after upload
Pay slip data into a sheet from a photo
An invoice decision log: who approved what, and when
Invoice data — into a table automatically
Data from PDFs and faxes — straight into okoCrm
PDF invoices into table rows — automatically
Offer letters: PDF generation, delivery and notifications
PDF invoice processing with approval — automatically
Incoming mail screened for risk — with an audit log and alerts
Contract renewal reminders: an email to the client, a task for the rep
Invoices from a folder — into a table with recognition
Parsing EDI orders from email into okoCrm
Stripe invoices from your wholesale orders table
Data from PDF invoices into a sheet row
Key contract terms from a file — straight into a sheet
A card photo becomes a contact in your sheet
Approval requests: routing, a decision and a trace in the table
Invoice to the customer right after the order, issued and sent automatically
Photograph an invoice into chat, get a row in your spreadsheet
Vendor contract renewal reminders — handled for you
Data from documents into a sheet — automatically
Quality checks: the log and the paperwork, handled
Quality certificate verification and vendor scoring
A summary and Q&A from a document in a minute
A business card photo — turned into a contact and a follow-up email
Invoice bookkeeping from chat: send a photo, get a row and an archived original
Expense tracking from a receipt photo in your messenger
Document photos into a spreadsheet — from chat or email
Invoice intake with reading, risk checks and approval
Email attachments — straight into storage, by your rules
Procedures generated from raw documents — steps, register and delivery
PDF report data from email, straight into a sheet
Tender questionnaires — answered for you
Invoice data into a spreadsheet, automatically
Invoices from your inbox: data to a sheet, approval in chat
Parsing PDF invoices and exporting for accounting — automatically
Sort invoices from your inbox into a sheet and folders
Invoice the client right after the deal: create, send, notify the team
Invoices from email into accounting, with approval
Scanned invoices into a table, with an email summary
Logging invoices from email into a table
Invoices from your inbox into a sheet, no duplicates
Invoices from email into a sheet — automatically
Automatic influencer contract compliance — deadlines and breaches
Data subject requests: searched, reported and reviewed before release
Invoices from your inbox into a table, automatically
Invoice and customer email, right after the request
Quality-event risk assessment with AI and human sign-off
Every invoice from your inbox — into one table
Invoice processing: filed into folders, rolled into a sheet
Invoices from a folder — parsed into a table
Automated invoice processing from email into your table
Data from document letters into a spreadsheet — by OCR
Handwritten notes from photos into a categorized sheet
Emailed invoices — into your books, automatically
Emails with attachments, turned into a short digest
Handle data-rights requests by the rules
Policy review and approval, driven by a single form
A searchable document archive — straight from your chat
Text from any cloud file — into one table
Check and submit insurance claims
Contract review: risky clauses and a risk score, without reading it cover to cover
Property compliance monitoring with automatic follow-through
Receipts from photos — amount, date, vendor straight into a sheet
Text recognition from scans and photos of documents
AI document fraud and compliance screening
Data from email attachments — straight into a table

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.