Scriptera
Keap and Microsoft Excel 365 automations
Ready-made scenarios where Keap and Microsoft Excel 365 work for you: pick one — a copy appears in your account and runs on its own.
159 scenarios
- Keap form submissions — rows in Microsoft Excel 365
- CRM submissions logged as spreadsheet rows
- Contacts logged into a spreadsheet
- Daily Keap forecast logged into Microsoft Excel 365
- Orders from Keap as rows in Microsoft Excel 365
- Auto-export a table to a file in storage
- Lead auto-funnel: an email and a message for every new lead
- An exam-prep question — every day to email, messenger, and SMS
- A daily report on your security drills
- An email to every new lead
- Cold email outreach with automatic status tracking
- Birthday greetings — on time, on their own
- New-vendor risk assessment — automatically
- Invoice payment reminders — sent automatically
- Meeting minutes from a sheet — emailed to everyone
- Preventive-maintenance reminders — straight to the calendar
- Stale listings revived — with an email to the owner
- A monthly finance report with insights — by email
- A fresh news digest to your inbox on schedule
- A new article's summary, mailed to subscribers
- A multi-speaker podcast from a script in a table
- Page screenshots from a list — as a cloud folder
- Videos published on schedule — from a folder and a sheet
- Audit evidence package — assembled for you
- School notices sent across every channel
- Student admissions with validation and email
- A summary of survey answers — emailed to you
- Auto-built newsletter digest from your sites
- Payment reminders with a link — by email and messenger
- Personal occasion wishes by date — sent to inboxes automatically
- Parent absence alerts and attendance tracking
- PDF invoice data — into a table, with an email to the right person
- Application processing and agent assignment — on autopilot
- A personal assistant in your messenger: schedule, mail, contacts
- Security questionnaire answers — filled automatically
- Targeted outreach to organisations — a list per region
- Bulk AI image generation from a spreadsheet of prompts
- A personalized email campaign to your list
- Personalized emails to leads from a table
- Every lead: reply, CRM and nurture, instantly
- A daily test-run summary — the breakdown to your inbox
- Daily sales report by email
- Candidate shortlisting, emails and screening tasks
- Personalized outreach emails — written for you
- A weekly digest of what your tracked companies changed
- Unpaid-invoice control: task and email — on their own
- Voice support that answers and books appointments
- Daily task reminder emails, sent for you
- Enriching leads with contacts — drop a sheet, get a filled CRM
- Simulated phishing campaign for security training
- A morning campaign digest — conclusions instead of eight hundred rows
- Automated AI governance compliance check
- A proposal and payment link right after the meeting
- Form submissions: triaged, answered and pushed to your team
- A batch of short videos from a list of ideas — to the cloud
- Marketing performance in a single email
- A PDF pricing proposal from your sheet — sent to the client
- Event feedback — into a sheet and a team notice
- Recovering failed payments — with emails, automatically
- A combined cross-platform ad report — emailed monthly
- Equipment service dates — checked every morning, with alerts
- Flight fare tracking — an alert when the price drops
- A weekly sales report with trends, a chart and takeaways
- Website data into a sheet and your inbox
- Client birthday greetings — on their own, on the right day
- Savings progress emails — with advice, not just a number
- Posts to every network — each with its own text
- Marketing attribution reports with cost per lead
- A daily review of your stock portfolio — to your inbox
- An assistant that answers clients and books appointments
- A personal application to a company from one form
- A daily product newsletter from a table
- Weekly reminders for overdue invoices
- An email on a sharp Bitcoin price drop
- Instant reply to a property inquiry with matched listings
- Jobs from four freelance boards in one email, proposals included
- Candidate interview briefs generated from CVs
- Orders, stock and reviews for your store — on autopilot
- AI validation of ready automations for errors
- Expense tracking from receipts with monthly reports
- Payment reminders to messenger and email — with a pay link
- A personal chat assistant: email, calendar, contacts
- CV review and cover-letter draft — from a single form
- Instant email reply to leads from ads
- Feedback requests sent the moment a ticket is closed
- Deadline reminders: a week, 3 days, and day-of
- Reminders for key employee dates
- Cycle tracking with morning insights — automatically
- Full company records in your CRM, from a domain list
- Book meetings from chat with an invite
- Site articles from a topic list — in batches, on autopilot
- An automated follow-up email sequence for your contacts
- Polite candidate rejections sent by email, with the task closed
- A daily site summary — by messenger and email
- Stale listing reminders — emailed to the owner
- Screening leads by criteria — with a reply to each
- Application screening with interview-question generator
- A morning day digest — key mail and meetings in one message
- Auto follow-up that turns leads into meetings — with reminders and sheet logging
- A daily numbers summary — to chat and email
