Microsoft SharePoint and Pachca automations

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

332 scenarios

Form responses into a sheet, with a heads-up to the team
An invoice in Microsoft SharePoint from a Typeform submission
Website leads to your messenger and a sheet
Website leads land in your list and in the team chat
Scenario failure alerts — to your messenger, inbox and a log
Sort form feedback by sentiment
A website lead: to the team chat, into a sheet, with an email to the client
Affiliate events — into chat and into a table
Failure alerts: a message in chat and a row in the log
Team alerts for new support tickets
New store orders — to chat and a sheet
Client onboarding: folder, record and team alert, automatically
New client onboarding — folder, email and team, automatically
A weekly store sales total in a sheet
Stuck-task alerts to your messenger
Capturing ideas into your knowledge base
Booking handling: table, mailing list, notification
Store orders — straight into a sheet and your chat
Daily mention collection with a sentiment read
An hourly rate history in your own sheet, plus messages to your messenger
Store buyers become newsletter subscribers automatically
Ad copy and CTAs for a product — from a short form
Website inquiries: sheet, alert and one-click reply
Meeting notes and action items in your knowledge base, minutes after the call
New deals routed automatically — to the team, table, and slides
A form submission becomes a full contact with a verified email
Bug reports from a form — into repository issues with an alert
Daily stock trade ideas, generated automatically
Priority for big-budget leads — straight to the CRM and a team signal
CRM event alerts across channels — with a log
Auto-saving reels to storage, with a log and an alert
Sorting customer feedback by category with alerts
A weekly summary of new records to your messenger
Lead capture with a multi-step form
Contract risk review from a PDF, logged and alerted
Lead scoring and routing: hot leads straight to sales
Workout journal with AI analysis
Appointment approvals in one tap, with the client's email written for you
Email attachments — automatically into Microsoft SharePoint
Early churn-risk detection from Zendesk tickets
The day's economic calendar — the big events to your messenger, everything to a sheet
Site speed under watch — with history and alerts
Quote requests handled — from form to client reply
Support email triage: category, priority, a ticket and alerts for the critical ones
Knowledge-base freshness monitoring — overdue articles come to you
The follow-up after a meeting — written for you
Daily duplicate-customer detection in your payment system
Win back leads after missed calls
Panic button: an instant alert with your location
Retiring old scenarios — with a backup in your storage
Sorting support requests by urgency
Watch a third-party service for changes — get warned before it breaks
Daily matchup breakdown — every morning in your messenger
A post with a matching image, from a single topic
Fresh remote jobs in pachca and a sheet
Score inbound leads against your own ideal-client profile
Client risk scoring the moment the form is submitted
Real-time sentiment from event feedback
One article — posts for every platform, automatically
Instructions from emails into the ledger — with a confirmation to the client
Public holidays across a distributed team — flagged in advance
Image posts from X — into your channel on their own
Auto-handle lead replies from email — CRM task and sales alert
Email and form requests in one stream, prioritised and auto-answered
Stalled leads: a morning nudge to the rep with the next step written out
Company market caps from the market — as a chart in your messenger
A daily standup digest — instead of a wall of twelve messages
Pre-release readiness checks — on autopilot
A summary of a new video — into a vk post after approval
Edit photos from a text description — automatically
Influencer brand-safety check — automated
Weekly store sales analysis with AI
Market pain points — a daily digest of what’s new
A single-use meeting link — logged in a sheet and announced
Automatic comment moderation under your posts
A location database for shoots from a simple query — automatically
Recaps of a channel's new videos — with approval before publishing
A daily store sales snapshot — in your chat and in your sheet
All customer inquiries in one place — from email and web forms
When a payment lands: receipt, CRM update and a team ping
Generate an image from a subject — to a folder and chat
Trading signals from email — straight to your messenger and a sheet
Shared-inbox emails routed to the right channels by topic
An idea from your notes into a ready plan to approve
Tickets prioritized by importance, tasks created for you
One article, repurposed into ready-to-publish posts
A hands-free pachca channel: feed news, rewritten by AI
Page SEO check with advice, into a spreadsheet
Data-load failure monitoring with tasks and alerts
Mining leads from your inbox into a sheet
Monitor repository access and push events
Topic news monitoring with a digest to your messenger
A voice note becomes a worked-out answer
Invoice bookkeeping from PDFs: drop the file, the data appears
Call analysis: an unhappy client pings the manager immediately
Shield your AI assistant from malicious incoming messages
Round-the-clock answers to hotel guests, in their own language
Invoice data into a sheet — from PDFs automatically
Job matches with a ready cover letter
Client meeting prep: the gift, the place, and their preferences