Automations Overview
Set up hands-off document ingestion: watch a cloud folder, convert new PDFs automatically, and write results to another folder or downstream system.
Automations let you wire DocuClipper into your existing document workflow so files are converted as soon as they arrive. Drop a statement into a Google Drive folder; DocuClipper picks it up, extracts the data, and writes the result wherever you need it.
When to use automations
Use an automation when you have a recurring inflow of documents — monthly bank statements from a set of accounts, vendor invoices emailed to a shared inbox, receipts dropped into a folder by your team, etc. Manual uploads are fine for ad-hoc jobs; automations pay off when the same job runs on a schedule.
What an automation does
Each automation has two halves:
- Input — where documents come from. Currently supported sources:
- Output — what happens with the extracted data. You can route results back to a cloud folder, to another DocuClipper project, or to a webhook that delivers the payload to your own systems.
Between input and output, the document goes through the same extraction pipeline as a manual upload: OCR, classification, reconciliation (for bank statements), and your configured rules.
Creating an automation
- Open Automations from the left sidebar.
- Click New automation.
- Pick the document type (bank statements, invoices, tax forms, etc.).
- Connect an input source and choose the folder to watch. You'll go through an OAuth flow the first time you use a provider.
- Configure the output destination.
- Save. The automation starts running on its interval.
Running and monitoring
Automations poll their input source on a schedule. You can see each run, its status, and the documents it processed from the automation's detail page. Failed runs surface the error so you can fix the input and retry.