How to set up your workflow?

Import

Configuring Import Block

• Access Workflow: Start by navigating to the 'Workflow' section in the left panel of your Nanonets Extract Data page.
• Browse Import Options: Click on the “Browse import options” to view all supported import sources.

• Select Import Source:
  • A list of available import options will be displayed.
  • Choose the import source that best fits your use-case (e.g., Email, Dropbox, Amazon S3, API integration).

• Authenticate and Configure:
  • Depending on the chosen source, you may need to authenticate access. For example, to use Dropbox:
    • Click on the Dropbox icon.
    • Sign in to your Dropbox account and authorize Nanonets to access your files.
  • Configure any necessary settings specific to the import source.
• Complete Setup:
  • After authentication and configuration, click on “Finish Setup” to save your settings.
• Verify and Test:
  • Ensure that the import block is correctly set up by importing a test file.
  • Verify that the file appears in extract data section.

Note: Not all import sources require authentication. Some sources might simply need you to setup the import block by choosing the block.

Data Actions

Configuring Data Actions

• Access Workflow: Start by navigating to the 'Workflow' section in the left panel of your Nanonets Extract Data page.
• Access Data Actions: Click on the “Add a new step” to initiate the addition of a new data action block.

• Browse Data Action Blocks:
  • A list of all available data action blocks will be displayed.
  • These blocks represent different operations you can perform on your data, such as formatting, Look-up, or applying conditions actions.

• Select a Data Action Block:

• • Choose a block that fits your specific need. For example, if you need to perform an operation based on a condition, you might select a "Conditional Block."

• Configure the Data Action Block:

• • Once the block is added to your workflow, configure it according to your needs.
  • For a Conditional Block, specify the condition. For instance, set ‘field1 is NOT EMPTY’ to ensure the action only runs when ‘field1’ contains data.

• Define the Action:

• • Determine what action should be taken when the condition is met. For example, if you want to format a date, set the action to convert the date to the format 'YYYY-MM-DD'.
  • You can choose to overwrite the original field with the results of the data action or create a new field to store the modified data.

• Test the Data Action:
  • Before finalizing, test the data action block.
  • Use the “test this action” feature by selecting a sample file to see how the block processes the data in real-time.
• Save the Configuration:
  • Once you are satisfied with the setup and testing, click on “Finish setup to save.”
  • This saves the configured data action block to your workflow.

Final Results

Configuring Final Outputs

• Access the Final Results Section: Within your workflow page, locate and click on the "Final Results" tab. This section is dedicated to finalizing the output of your workflow.
• Select Fields:
  • You will see a list of all fields processed in previous steps of the workflow.
  • Toggle the fields you want to include in the final results. For example, fields like invoice_date, Invoice_number, line_items, phone_number, and total_amount can be selected based on your requirements.

Approvals

Configuring Approval Stages

• Access Workflow: Start by navigating to the 'Workflow' section in the left panel of your Nanonets Extract Data page.
• Add a Review Stage:
  • Click on the "Add a review stage" button to begin setting up a new approval rule within your workflow.

• Choose Review Type:
  • Select from two types of review settings:
    • Assign reviewer only if file is flagged: This option assigns a reviewer only to files that meet specific flagged conditions.
    • Mandatory review (even if not flagged): This option requires a review for every file, regardless of whether it is flagged.

• Select Reviewers:
  • Choose the team members who will be responsible for reviewing the files.
  • You can add multiple reviewers to the pool; a flagged file will be assigned to one of the reviewers.
• Configure Flagging Rules: Click on the “Add another rule”
  • Set up criteria that determine when a file should be flagged for review.
  • Select the field you want to apply rules to, then choose from pre-defined rules or create a custom rule using a Python block for more complex conditions.
  • Once you have selected the field and condition click on the “Done” button.

• Define Rule Logic:
  • If you have multiple rules, decide how these should be applied:
    • AND Condition: All conditions must be met for the file to be flagged.
    • OR Condition: Any of the conditions can trigger flagging.
• Save the Approval Stage:
  • After setting the review type, selecting reviewers, and configuring rules, click on the "save stage" button to finalize the approval stage.

Exports

Configuring Export Block

1. Access Workflow: Start by navigating to the 'Workflow' section in the left panel of your Nanonets Extract Data page.
2. Browse Export Options: Click on the “Browse all export options” to view all supported export destinations.

1. Select Export Block:
   • A list of available export options will be displayed.
   • Choose the export destination that best fits your use-case (e.g., Google Drive, Dropbox, FTP Server, etc).

1. Authenticate and Configure:
   • Depending on the chosen source, you may need to authenticate access. For example, to use Google Drive:
     • Click on the Google Drive icon.
     • Sign in to your Google Drive account and authorize Nanonets to access your files.
   • Configure any necessary settings specific to the export destination.
2. Complete Setup:
   • After authentication and configuration, click on “Add Integration” to save your settings.
3. Verify and Test:
   • Ensure that the export block is correctly set up by exporting a test file.
   • Verify that the file or the extracted data appears in selected destination.

Note: Not all export blocks require authentication. Some export destinations might simply need you to setup the export block by choosing the block.

Introduction to Workflow