Keap and SelectelS3 automations

Ready-made scenarios where Keap and SelectelS3 work for you: pick one — a copy appears in your account and runs on its own.

101 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
A proposal right after the call — automatically
Personalized quotes — delivered as PDF at once
Converting a statement into your accounting import format
Personalized certificates from a table — generate and send
New client onboarding — folder, email and team, automatically
Scheduled file backup from your server into Keap
A proposal from a form lead — as a ready document and email
Move files from a server into cloud storage
Audit evidence package — assembled for you
Scheduled file transfer from server to cloud
Website shots to selectelS3 and to email
A weekly digest of document changes to your inbox
Security questionnaire answers — filled automatically
A weekly consumption report — as a file in your inbox
A proposal and payment link right after the meeting
Offer letters from a template — with HR sign-off
Export emails to the cloud as files
A personalized sales proposal from a table row, ready and sent
Track construction progress from site photos
A monthly AI-spend report — emailed automatically
Track promised loyalty points and receipts with a weekly digest
A social carousel from a single topic
Cloud files — managed by plain email
A client newsletter from one topic — with your approval
A weekly ad report, delivered as a deck to your inbox
Move files from cloud to server, with a report
Nightly file transfer between servers
A social post with an image from a single topic, automatically
Candidate interview briefs generated from CVs
Course applications are evaluated and answered automatically
Daily SEO check of your sites with a report and alert
A landing page from one form: AI builds it, the scenario publishes it
Personalized certificates after a test, straight to email
Client onboarding from a single form: folder, contact, channel, tasks
CV review and cover-letter draft — from a single form
Personalized certificates — from spreadsheet to inbox
Offer letters: PDF generation, delivery and notifications
Cut the moments you need out of long recordings — with a library and an email
An ad photo and a video of your product from a single shot
A client proposal — assembled for you
A card photo becomes a contact in your sheet
A personal AI assistant with a personality
Back up your clouds to your own storage
Screening leads by criteria — with a reply to each
Video dubbing and multi-platform distribution — automatically
A quiz-question bank from a PDF
Ready PDF documents — built and shared
Onboard a new hire from one form: emails, access, documents
An expense claim — from receipts
The recording, emailed to everyone who missed the meeting
Payment receipts: sending, archive and ledger — automatically
Quality checks: the log and the paperwork, handled
A recording turned into a short brief
Job applications from a chat — with a ready letter and resume
SSL certificate expiry reports — weekly to chat and email
Shipment validation and freight documents
Receipts sort themselves by category — personal, business, shared
Flat search and applications — on autopilot
Client onboarding from a single form: project, tasks, contract, channel
Excel file processing — automatic, no manual editing
A business portrait for your resume and profile — from an ordinary selfie
Post designer with images and approval before publishing
M365 employee onboarding — folders, channel and email in one step
A book with a cover from one topic — AI-made
AI candidate screening by resume against the role
Bills from your inbox — archived and logged automatically
A personalized financial plan from a questionnaire — PDF to the client's inbox
Interview questions tailored to a specific candidate
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
AI candidate screening from resume against the role
Bulk resume screening against a job
Cross-border tax, computed daily: rules, anomalies and advisor reports
Sales proposals tailored to each client — on their own
Invoices from a photo — into a sheet, no duplicates, no gaps
Tenant repair requests — in one table, with photos
Job matching from your resume — automatically
Automated cold outreach — with research on every lead
Product listings from photos — automatically
A breakdown of every channel video, into a table
A sprint goal assembled from your tickets and their attachments
A product ad video — from a single photo
Cold outreach with email checks and anti-spam pacing
A content plan for social: posts, images and scheduled publishing
A full company analysis from one link — a report to your inbox
Application handling: CVs, evaluation, interviews
Resume screening and candidate replies, per role
One-click insurance submissions to carriers
A feed carousel from your post text — slides and captions included
Invoices from email — read, checked and filed
AI-powered SMS support — with escalation and follow-ups
Screen CVs by role and invite the right candidates
Refinement prep — agenda and task review ready before the meeting
Sprint planning prep — story checks and emails
End-to-end hiring: from resume to interview — on autopilot