SendPulse and WhatsApp Business Cloud automations — Documents

Ready-made scenarios where SendPulse and WhatsApp Business Cloud work for you (documents): pick one — a copy appears in your account and runs on its own.

18 scenarios

Notifications about new invoices from your inbox to your messenger
Business card into your address book with one photo
Contract renewal reminders: an email to the client, a task for the rep
Offer letters: PDF generation, delivery and notifications
Invoice to the customer right after the order, issued and sent automatically
Vendor contract renewal reminders — handled for you
Quality checks: the log and the paperwork, handled
A business card photo — turned into a contact and a follow-up email
Procedures generated from raw documents — steps, register and delivery
Invoice intake with reading, risk checks and approval
Parsing PDF invoices and exporting for accounting — automatically
Invoice the client right after the deal: create, send, notify the team
Invoices from email into accounting, with approval
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
Continuous compliance monitoring with an immutable audit log
A voice note becomes a business-review slide draft