WhatsApp Business Cloud automations — Documents

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

63 scenarios

New doc in Google Sheets pings your WhatsApp Business Cloud
Text from chat photos, straight into a sheet
Notifications about new invoices from your inbox to your messenger
Text from a photo via a messenger bot
Turn any image into a text description in WhatsApp Business Cloud
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
Catch invoices in your inbox, ping your messenger
Email attachments — automatically into Google Drive
Email attachments — filed into storage and logged
Documents sent to your messenger become text automatically
Orders from your inbox — with a stock check and purchase requests
Invoice data into a sheet — from PDFs automatically
Invoice processing from a messenger: data to a table, file to storage
Invoice from your messenger — straight into a table
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
Offer letters: PDF generation, delivery and notifications
Business card into your address book with one photo
Send documents for signature straight from your messenger
Key contract terms from a file — straight into a sheet
Invoice to the customer right after the order, issued and sent automatically
Photograph an invoice into chat, get a row in your spreadsheet
Questions about a PDF right in your messenger
A business card photo — turned into a contact and a follow-up email
Quality checks: the log and the paperwork, handled
A summary and Q&A from a document in a minute
Vendor contract renewal reminders — handled for you
Invoice bookkeeping from chat: send a photo, get a row and an archived original
Email attachments — straight into storage, by your rules
Invoice intake with reading, risk checks and approval
Procedures generated from raw documents — steps, register and delivery
PDF report data from email, straight into a sheet
Invoice data into a spreadsheet, automatically
Parsing PDF invoices and exporting for accounting — automatically
Invoices from your inbox: data to a sheet, approval in chat
Invoice the client right after the deal: create, send, notify the team
Invoices from email into accounting, with approval
Recognize text from a PDF into a document — via a bot
Questions about a PDF right in WhatsApp Business Cloud — answered from its content
Automatic influencer contract compliance — deadlines and breaches
Invoice and customer email, right after the request
Expense tracking from a receipt photo — with charts and reports
Quality-event risk assessment with AI and human sign-off
Emails with attachments, turned into a short digest
Emailed invoices — into your books, automatically
Expense tracking from receipt photos via WhatsApp Business Cloud
Handle data-rights requests by the rules
A searchable document archive — straight from your chat
Policy review and approval, driven by a single form
Text from any cloud file — into one table
Receipts from photo into a table — automatically
Contract review: risky clauses and a risk score, without reading it cover to cover
Continuous compliance monitoring with an immutable audit log
A requirements doc that keeps itself current
Property compliance monitoring with automatic follow-through
Answers from your PDFs right in WhatsApp Business Cloud
A voice note becomes a business-review slide draft
Text recognition from scans and photos of documents
AI document fraud and compliance screening
Document processing from email: data to a sheet, file to storage, summary to chat