BambooHR and Keap automations

Ready-made scenarios where BambooHR and Keap work for you: pick one — a copy appears in your account and runs on its own.

107 scenarios

Videos from mail — into storage with a link
PDF invoices generated from a form and emailed automatically
A contract from a form — filled in and sent to the client automatically
Personalized quotes — delivered as PDF at once
Converting a statement into your accounting import format
Scheduled file backup from your server into Keap
New client onboarding — folder, email and team, automatically
Audit evidence package — assembled for you
Move files from a server into cloud storage
Scheduled file transfer from server to cloud
A proposal from a form lead — as a ready document and email
Website shots to BambooHR and to email
Security questionnaire answers — filled automatically
A weekly consumption report — as a file in your inbox
Track construction progress from site photos
Offer letters from a template — with HR sign-off
A personalized sales proposal from a table row, ready and sent
Export emails to the cloud as files
A weekly report on how much traffic AI sends you
Track promised loyalty points and receipts with a weekly digest
Tracked links, QR codes and traffic reports
A clear weekly site report — to your email and messenger
A social carousel from a single topic
A weekly ad report, delivered as a deck to your inbox
A site-analytics breakdown, routed by how urgent the news is
A client newsletter from one topic — with your approval
Nightly file transfer between servers
Move files from cloud to server, with a report
Customer personas with descriptions and images
Candidate interview briefs generated from CVs
Course applications are evaluated and answered automatically
A social post with an image from a single topic, automatically
Daily SEO check of your sites with a report and alert
Client onboarding from a single form: folder, contact, channel, tasks
Personalized certificates — from spreadsheet to inbox
A landing page from one form: AI builds it, the scenario publishes it
CV review and cover-letter draft — from a single form
An ad photo and a video of your product from a single shot
Offer letters: PDF generation, delivery and notifications
Cut the moments you need out of long recordings — with a library and an email
Back up your clouds to your own storage
Video dubbing and multi-platform distribution — automatically
A quiz-question bank from a PDF
Screening leads by criteria — with a reply to each
A card photo becomes a contact in your sheet
Ready PDF documents — built and shared
An expense claim — from receipts
Onboard a new hire from one form: emails, access, documents
Monthly business tax calculation — prepared automatically
Quality checks: the log and the paperwork, handled
Payment receipts: sending, archive and ledger — automatically
Job applications from a chat — with a ready letter and resume
A recording turned into a short brief
Shipment validation and freight documents
SSL certificate expiry reports — weekly to chat and email
A weekly website report with trends — delivered to your inbox
Flat search and applications — on autopilot
Personalized offer letters with candidate response tracking
Client onboarding from a single form: project, tasks, contract, channel
Receipts sort themselves by category — personal, business, shared
A journal built from your messenger — voice, text and photos
Excel file processing — automatic, no manual editing
Post designer with images and approval before publishing
A business portrait for your resume and profile — from an ordinary selfie
A book with a cover from one topic — AI-made
A morning traffic summary for your site — in plain words
M365 employee onboarding — folders, channel and email in one step
Weekly site analytics report — emailed with a summary
A personalized financial plan from a questionnaire — PDF to the client's inbox
Interview questions tailored to a specific candidate
Bills from your inbox — archived and logged automatically
AI candidate screening by resume against the role
Personal replies to candidates — a congratulation or a gentle rejection
Job search with a resume tailored to each — automatically
Consolidating revenue from every till and prepping filings
An end-of-day report — written by AI and sent for you
Weekly SEO site audit with action items — to your inbox
Cross-border tax, computed daily: rules, anomalies and advisor reports
Bulk resume screening against a job
AI candidate screening from resume against the role
Sales proposals tailored to each client — on their own
Morning business KPI digest with AI insights
Tenant repair requests — in one table, with photos
Invoices from a photo — into a sheet, no duplicates, no gaps
A legal document for a property, nearly hands-free
A breakdown of every channel video, into a table
Product listings from photos — automatically
Job matching from your resume — automatically
A sprint goal assembled from your tickets and their attachments
Cold outreach with email checks and anti-spam pacing
A product ad video — from a single photo
A full company analysis from one link — a report to your inbox
Application handling: CVs, evaluation, interviews
Resume screening and candidate replies, per role
A feed carousel from your post text — slides and captions included
One-click insurance submissions to carriers
A plain-language traffic report for all your sites
Invoices from email — read, checked and filed
AI-powered SMS support — with escalation and follow-ups
Automatic property matching and deal scoring for buyers