Workflows

How to setup workflows?

• How to set up your workflow

Import files

• Auto-import files from Google Drive
• Import files via Zapier
• Import files via Email

Data Formatting

• How to set up Formatting and Post-processing actions
• List of Formatting and post-processing options
• Dropdown fields in Nanonets
• Convert to Date Format
• Currency Detector
• Remove Characters

See all 7 articles

Data Validation and Approvals

• Introduction to Approvals on Nanonets
• How to set up Approval Rules?
• Reviewing files with Approval rules
• Can I mark documents as Rejected?
• Detect and Flag Duplicate Files
• FAQs on Approval Flows

Export or Download results

• Export to Sage
• Export to Netsuite
• Export to Xero
• Download .CSV, .XML or .XLSX
• Export to Quickbooks
• Export via Webhooks

Document Classification

• Document Classification and Routing

Connect External Integrations

• CSV upload guidelines

Troubleshoot Workflows FAQs

• How to rename an output?
• Disable Field mapped in an Export
• How to hide a field from your output without deleting it?
• Can't delete a field in Workflows?