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Automations

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.

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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:

  1. Input: where documents come from. Currently supported sources:
  2. Output (optional): where the extracted data goes. You can send results to a Google Sheet, to a cloud storage folder (Drive, OneDrive, Dropbox, or Box), or to a webhook that delivers the payload to your own systems. Without an output, results stay in the project like a normal upload.

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

  1. Open Automations from the left sidebar.
  2. Use Select folder & project at the top to pick the project the automation belongs to. Inputs and outputs are configured per project.
  3. Under Input sources, click Add input.
  4. Choose a source (Google Drive, OneDrive, Dropbox, Box, or Email forwarding), then pick the document type (bank statements, invoices, tax forms, etc.). The first time you use a cloud provider you'll go through an OAuth flow, then browse to the folder to watch.
  5. (Optional) Under Output destinations, add an output.
  6. Save. Cloud folders are watched automatically from here on.

Automations page showing the Input sources and Output destinations cards for the selected project

You can also set up email forwarding and cloud folders directly from a project's upload page via the Set up automations card.

Running and monitoring

Cloud folder inputs are checked on a schedule (Google Drive, Dropbox, and Box also use push notifications for near-real-time pickup; OneDrive is polled). Each imported file becomes a job in the project, so you can trace results in the project's jobs list.

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