Scriptera
OkoCrm and SendPulse automations — Documents
Ready-made scenarios where OkoCrm and SendPulse work for you (documents): pick one — a copy appears in your account and runs on its own.
23 scenarios
- Notifications about new invoices from your inbox to your messenger
- Data from itinerary PDFs — into a spreadsheet automatically
- Expense tracking from receipt photos, automatically
- Text from images — into a table, automatically
- Contract renewal reminders: an email to the client, a task for the rep
- Offer letters: PDF generation, delivery and notifications
- A card photo becomes a contact in your sheet
- Invoice to the customer right after the order, issued and sent automatically
- Quality certificate verification and vendor scoring
- Quality checks: the log and the paperwork, handled
- A business card photo — turned into a contact and a follow-up email
- Vendor contract renewal reminders — handled for you
- 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
- Tender questionnaires — answered for you
- Invoices from email into accounting, with approval
- Invoice the client right after the deal: create, send, notify the team
- Data subject requests: searched, reported and reviewed before release
- Invoice and customer email, right after the request
- Quality-event risk assessment with AI and human sign-off
- Handle data-rights requests by the rules
- Check and submit insurance claims
