YCLIENTS automations — Documents

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

87 scenarios

Purchase tracking from a receipt photo
Text from chat photos, straight into a sheet
A business card into a contact card from a photo
Receipt data — into a table from a photo in a form
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
Receipt data into yclients — from a chat photo
Business cards into a contact sheet — one photo to your messenger
Invoices from email — to storage and a log automatically
An invoice to the client — from one status change
Receipts from your inbox — into a spreadsheet and storage
Invoices from a folder become rows in a table
Business cards — into a contact base, field by field
Recognize PDF documents into a spreadsheet — automatically
Data from pages linked in emails — into a table
Text from images — into a table, automatically
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 data — straight into a sheet after upload
Invoice data — into a table automatically
An invoice decision log: who approved what, and when
Invoice processing from a messenger: data to a table, file to storage
Invoices from your email — filed and logged automatically
Pay slip data into a sheet from a photo
Incoming mail screened for risk — with an audit log and alerts
PDF invoices into table rows — automatically
Parsing EDI orders from email into yclients
PDF invoice processing with approval — automatically
Invoices from a folder — into a table with recognition
Data from PDFs and faxes — straight into yclients
A card photo becomes a contact in your sheet
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
Contracts built from the request and sent for signature automatically
Approval requests: routing, a decision and a trace in the table
Photograph an invoice into chat, get a row in your spreadsheet
Data from documents into a sheet — automatically
A summary and Q&A from a document in a minute
Sales export → ready invoices, validated
A business card photo — turned into a contact and a follow-up email
Quality certificate verification and vendor scoring
Expense tracking from a receipt photo in your messenger
Invoice intake with reading, risk checks and approval
Archiving email attachments to your storage
Document photos into a spreadsheet — from chat or email
Procedures generated from raw documents — steps, register and delivery
Invoice bookkeeping from chat: send a photo, get a row and an archived original
Invoice data into a spreadsheet, automatically
Invoices from your inbox: data to a sheet, approval in chat
Sort invoices from your inbox into a sheet and folders
Parsing PDF invoices and exporting for accounting — automatically
Invoices from email into accounting, with approval
Scanned invoices into a table, with an email summary
Logging invoices from email into a table
Data subject requests: searched, reported and reviewed before release
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
Every invoice from your inbox — into one table
Handwritten notes from photos into a categorized sheet
Invoices from a folder — parsed into a table
Data from document letters into a spreadsheet — by OCR
Invoice processing: filed into folders, rolled into a sheet
Emails with attachments, turned into a short digest
Emailed invoices — into your books, automatically
Handle data-rights requests by the rules
An agreement from request to signature — the whole path on its own
Policy review and approval, driven by a single form
Check and submit insurance claims
Text from any cloud file — into one table
Property compliance monitoring with automatic follow-through
Invoices from orders and payment reminders — automatically
Receipts from photos — amount, date, vendor straight into a sheet
Text recognition from scans and photos of documents
Invoices and payment reminders — from order to paid
Data from email attachments — straight into a table
Document processing from email: data to a sheet, file to storage, summary to chat