Using mock data - API not connected
Workflows
Automate document processing with no-code workflows
Total
7
Active
6
Total Runs
2109
Success Rate
98%
At the end of each month, extract all invoices and send summary to accounting
End of Month3 actions12 runs92% success
End of Month
Extract with Invoice Template
Export to Excel
Send to Accounting
Monitor contracts and send alerts 90, 60, and 30 days before expiration
Daily Check2 actions45 runs100% success
Daily Check
Find Expiring Contracts
Has Expiring Contracts?
Send Alert
Automatically process receipts and sync to QuickBooks as expenses
Receipt Uploaded2 actions234 runs98% success
Receipt Uploaded
Extract Receipt Data
Sync to QuickBooks
Email Inbox Processingpaused
Process documents received via email, classify, and route to appropriate projects
Email Received3 actions
Email Received
Classify Document
Is Invoice?
Extract Invoice
Route invoices through approval based on amount, sync to QuickBooks, and notify via email and Slack
Invoice Uploaded7 actions567 runs97% success
Invoice Uploaded
Extract Invoice Fields
Amount > $5000?
Manager Approval
Smart Document Routeractive
Automatically classify and route documents to appropriate projects and templates based on content
Any Document Uploaded6 actions1245 runs99% success
Any Document Uploaded
AI Classification
Is Invoice?
Invoice Template
At the end of each month, collect all documents from Project A uploaded that month, extract with Template D, and email the report to Sarah.
End of Month (Last day at 9 AM)5 actions6 runs100% success
End of Month (Last day at 9 AM)
Get Project A Documents (This Month)
Process Each Document
Extract with Template D
Recent Runs
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