Set up workflows, bring documents in, review what was extracted, and send clean data where it needs to go. 33 guides, written for your whole team.
How workflows define the document processing pipeline.
Instinct, Mastery, OCR, Review, and Pretrained models.
Web, Email, API, Google Drive, FTP/SFTP, and planned import options.
Manual file upload from the Files page.
Dedicated import address, allowed senders, and attachment types.
Upload endpoint, API token, status, and download endpoints.
Connect a Drive folder and sync files on a schedule.
Remote folder sync using FTP, FTPS, or SFTP.
OneDrive, Dropbox, Box, Zapier, and n8n import availability.
Automatic, manual, and confidence-based review modes.
Web, API, webhooks, cloud, and automation exports.
Manual downloads from Files.
Push extracted data to a webhook URL.
Export processed files to a connected Drive folder.
Upload export files to FTP, FTPS, or SFTP.
QuickBooks, OneDrive, Dropbox, Box, Zapier, and n8n export availability.
Upload token, status, and download endpoints.
Add Zapier and n8n integrations, connection keys, document events, and webhooks.
Every integration API endpoint: authentication, parameters, responses, and error codes.
Google Drive, FTP/SFTP, and planned cloud folder integrations.
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