PaperAgent / Document workflows
Check the proposed moves before your daily workflow starts.
A preview lets you inspect how saved settings would route documents and select their amounts. Use it to confirm the setup before enabling the daily workflow and to identify exceptions that still need review.
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For users setting up or changing document automation who want to inspect its output first.
Your setup
Start with one document.
01
Prepare sample folders and a sheet copy
Use representative files and keep the destination outside the source.
02
Save and preview
Inspect the rule, path, date, amount, currency and intended spreadsheet inputs.
03
Enable and verify
Start daily processing after the proposals are correct, then check the resulting file and sheet records.
In practice
Know what happens to your files.
Use representative sample documents.
Begin with dedicated source and destination folders and a workbook copy. Include the merchant types, date boundaries and amount roles your workflow will actually see. A single straightforward receipt cannot show whether a credit note or foreign invoice will need review.
Save the intended configuration and run a preview. Reading documents can use your AI allowance even though the preview does not execute their planned file moves or financial writes. Period and input compatibility still need attention before execution.
Inspect both the destination and the recording proposal.
Check the rule, category, folder path, selected date, original currency and recorded amount. Verify that the proposed period has a suitable spreadsheet mapping or template. Look for duplicate warnings and files without a clear match.
A successful preview is evidence about the inspected files and saved settings. It does not guarantee that a later document with a different layout will process unattended. Review uncertain fields instead of changing broad rules merely to make the preview appear complete.
Enable processing deliberately and inspect the result.
After confirming the setup, enable daily processing at midnight UTC. Pause when you need to change the workflow, and check records already in progress before editing their connections or recording choices.
Drive moves and Sheets writes are separate operations. If a file moved but its write still needs recovery, inspect the status and retry the existing record. The preview and review tools help you make a decision; they do not supply an automatic undo for completed actions.
Questions before you start
Does a preview move the files?
It proposes the route without executing the planned moves or financial writes. Confirm the setup before enabling processing.
Does a preview use my reading allowance?
AI reading attempts count toward the allowance. Reusing an already extracted result does not require another AI read.
Is there an automatic undo after processing?
Completed moves and financial writes are not automatically reversed by pause or skip. Inspect processing history before making corrections.
Preview your own document workflow.
Choose one source folder. Check the proposed destination and recording choices before enabling daily processing.
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