Create a Workflow
Admins can click the “Create a Workflow“ button to create a new workflow, by choosing the workflow and app filters, admins can narrow down the templates that fit your needs.
Extraction filter is applied in this example
Our workflow templates are tailored to make your workflow setup a breeze. To begin with a template, simply click on the workflow card or “Use it“ .
Here are the workflow templates the API Automations currently supports:
Classification Template: Google Drive PDF to Google Drive Google Sheet
Classification Template: Google Drive PDF to Google Drive JSON
Classification Template: SFTP PDF to Google Sheet
Classification Template: SFTP PDF to SFTP JSON
Classification Template: SFTP PDF to Microsoft Excel Worksheets
Extraction Template: Google Drive PDF to Google Drive Google Sheet
Extraction Template: Google Drive PDF to Google Drive JSON
Extraction Template: SFTP PDF to Google Drive Google Sheet
Extraction Template: SFTP PDF to SFTP JSON
Extraction Template: SFTP PDF to Microsoft Excel Worksheets
Extraction Template: Gmail Email Body to Google Drive Google Sheet
Extraction Template: Outlook Email Body to Microsoft Excel Workbook
Here are the workflow templates the UI Automations currently supports:
Workflows in Concur for streamlining expense approval process
Workflow for invoice reconciliation and processing
Additional templates
When in the workflow details page, admin can click “TRY TEMPLATE” to save a version, and start editing or running from there