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Gmail + Google Drive statements, sent and filed clean
Generate branded customer statement PDFs, email via Gmail, and archive in Google Drive. Reduce month-end…
Document Processing Workflows
Browse 27 Document Processing automation workflows
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Gmail + Google Drive proposals, sent and filed fast
Create branded PDF proposals from new requests, then email via Gmail and file in Google…
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Asana + Slack: client onboarding without missed steps
Kick off client onboarding in Asana and Slack with a consistent setup. Create projects, channels,…
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Excel to Salesforce, cleaner Accounts and Contacts
Move Excel lists into Salesforce with cleaner Accounts and Contacts. Reduce duplicates, keep links correct,…
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Bright Data to Google Sheets, market reports ready
Bright Data captures property listings and adds them to Google Sheets automatically. Fewer copy paste…
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Gmail + Slack visitor passes with Google Sheets logs
Send verified visitor passes via Gmail and alert staff in Slack, while every check in…
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Acrobat Sign + Slack: never miss a signing intent
Acrobat Sign intent events get acknowledged correctly and Slack gets notified when something fails. Fewer…
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Google Drive + Google Sheets for rental applications
Send rental applications with PDFs from Google Drive and track every send in Google Sheets.…
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Jotform + Gmail, faster loan decisions with less work
Turn Jotform loan applications into clear decisions and email responses in Gmail. Log every case…
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Google Drive + Slack: keep files clean, no duplicates
Keep Google Drive folders free of duplicate files by content, not names. Reduce storage clutter…
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