Stackby automations — Documents

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

65 scenarios

Purchase tracking from a receipt photo
Text from chat photos, straight into a sheet
Receipt data — into a table from a photo in a form
A business card into a contact card from a photo
Expense tracking from email receipts — automatically
Medical record data into a spreadsheet — no manual entry
Expense logging from receipts — automatically into a sheet
Log invoice data into a table — automatically
Data from scanned documents — into a sheet
Business cards into a contact list — straight from a chat photo
Invoices from chat — straight into a table row
Expense tracking from receipt photos, automatically
Data from PDF invoices into a table — automatically
Receipt data into Stackby — from a chat photo
Receipts from your inbox — into a spreadsheet and storage
Invoices from a folder become rows in a table
Text from images — into a table, automatically
Recognize PDF documents into a spreadsheet — automatically
Data from pages linked in emails — into a table
Invoices from email into a sheet — automatically
Contacts from business cards into a spreadsheet — by photo
Emails from any inbox — into tidy table fields
Invoice data into a sheet — from PDFs automatically
Invoice data — into a table automatically
Pay slip data into a sheet from a photo
Invoices from your email — filed and logged automatically
An invoice decision log: who approved what, and when
Invoice from your messenger — straight into a table
Incoming mail screened for risk — with an audit log and alerts
PDF invoices into table rows — automatically
PDF invoice processing with approval — automatically
Invoices from a folder — into a table with recognition
Data from PDFs and faxes — straight into Stackby
Parsing EDI orders from email into Stackby
Key contract terms from a file — straight into a sheet
A card photo becomes a contact in your sheet
Stripe invoices from your wholesale orders table
Photograph an invoice into chat, get a row in your spreadsheet
A business card photo — turned into a contact and a follow-up email
Sales export → ready invoices, validated
Data from documents into a sheet — automatically
A summary and Q&A from a document in a minute
Quality certificate verification and vendor scoring
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
Archiving email attachments to your storage
Invoice bookkeeping from chat: send a photo, get a row and an archived original
Invoice data into a spreadsheet, automatically
Parsing PDF invoices and exporting for accounting — automatically
Scanned invoices into a table, with an email summary
Invoices from your inbox into a table, automatically
Invoices from email into a sheet — automatically
Expense tracking from a receipt photo — with charts and reports
Invoices from a folder — parsed into a table
Data from document letters into a spreadsheet — by OCR
Handwritten notes from photos into a categorized sheet
Invoice processing: filed into folders, rolled into a sheet
Emails with attachments, turned into a short digest
Handle data-rights requests by the rules
Policy review and approval, driven by a single form
Text from any cloud file — into one table
Check and submit insurance claims
Property compliance monitoring with automatic follow-through
Data from email attachments — straight into a table