Harvest and Microsoft SharePoint automations

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

55 scenarios

Tasks from one Microsoft SharePoint land on the other board
New Harvest land in Microsoft SharePoint by themselves
Text from chat photos, straight into a sheet
Accounting invoices — in a sheet on their own, in real time
An invoice archive from your accounting in the cloud — automatically
Lead scoring and routing: hot leads straight to sales
Form feedback turned into tasks across your trackers
Win back abandoned Shopify carts by email and in CRM
Tickets prioritized by importance, tasks created for you
Contacts tagged by role and seniority — automatically
Leads from a post's likes and comments — straight to your CRM
Feedback sorted by sentiment — and every complaint becomes a ticket
Data-load failure monitoring with tasks and alerts
Stuck tickets, followed up automatically
Resumes from a folder into a candidate card and a hiring task
Urgent emails from key clients, turned straight into tasks
Topic legislation tracker with tasks
Client onboarding from a single form: folder, contact, channel, tasks
New-issue triage: task, notification, reply to the author, and a logged row
Scoring and routing leads from form submissions
Stripe invoices from your wholesale orders table
Capture and route leads from every channel
Meeting attendance: a log, the late list and a summary in your chat
Failed-login detection with tickets and alerts
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Score event RSVPs and route them to sales
Invoice intake with reading, risk checks and approval
Your agency's real profit — in chat every day
Incident response — ticket, alert, and report in seconds
Release notes from closed tasks — published everywhere at once
Content ideas from your audience's real pain points
Reorder recommendations from your stock table — automatically
A morning traffic summary for your site — in plain words
IT tickets by voice from Telegram — straight into Harvest
Change request routing: tickets, audit trail and notifications
Route change requests by the rules — no manual triage
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Customer feedback sorted into themes, tasks and a weekly report
Automatic scenario check with an error report
A full new-client welcome after the form
Auto-booking demos for high-intent leads
Tasks from your meeting recording, straight into the tracker
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Emailed invoices — into your books, automatically
Tester feedback triage: tickets, knowledge base and a reply to the author
Action-emails — straight onto your to-do list
Feedback triage and customer replies — automatically
Invoices from orders and payment reminders — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
Guest-access hygiene — with sponsor warnings and an audit log
Two-way task sync between your knowledge base and Todoist