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  1. Nanonets
  2. Workflows

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?
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