Automations

An automation runs an extraction job for you whenever a matching email arrives at document@cpaautomation.ai. Forward an invoice, statement, or report to that address and the attachments are extracted automatically — and optionally exported to Google Drive — with no manual steps. Manage automations from Automations in the sidebar (/dashboard/automations).

Before you start

An automation runs an existing job, so set those up first:

1. Create an extraction job and configure its fields. See Extraction Jobs. Jobs without configured fields can't be selected in an automation.
2. (Optional) Connect Google Drive if you want results exported there automatically. See Integrations.

Create an automation

On the Automations page, click New automation and fill in the form.

Name and trigger

• Automation Name — a label for this workflow (e.g., "Process Invoice Attachments").
• Trigger Type — Email (document@cpaautomation.ai). This is the available trigger today; Google Drive, Outlook, OneDrive, and SharePoint triggers are marked Coming Soon.
• Extraction Job — the job whose fields will be used to process incoming attachments.
• Enable automation immediately — toggle on to start it right away, or off to set it up now and enable later.

Email filters

Filters decide which emails trigger the automation. Enter a query using email filter syntax in the Email Filters Setup box. Quick Templates buttons fill in common queries for you.

Note: Sender filtering is automatic — the system only processes emails sent from your account's email address, so your filters just need to narrow down which of your emails qualify.

Filter syntax you can use:

Syntax	Meaning
term1 term2	Match both terms (AND).
term1 OR term2	Match either term.
"exact phrase"	Match an exact phrase.
-term	Exclude a term (NOT).
( ... )	Group terms together.
filename:pdf, subject:invoice, from:user@domain	Match a specific part of the email.
newer_than:7d, older_than:30d, in:inbox, -in:spam	Filter by age or location.

Examples:

• has:attachment — any email that has attachments.
• subject:invoice has:attachment — attachments where the subject contains "invoice".
• has:attachment (filename:pdf OR filename:docx OR filename:pptx OR filename:xlsx) — only supported document attachments.

Choose the job and processing

• Processing Mode — Individual processes each attached file separately; Combined processes all attachments together as one document.
• Append results to previous run — when on, each automation run adds to the job's existing results instead of starting a fresh set. (See runs and appending.)

Export destination

Under Export Results, choose where results go:

• No automatic export — results stay in the job for you to review.
• Google Drive — export automatically. Pick a destination folder (or leave it on My Drive) and a file format, CSV or Excel (.xlsx). This requires the Google Drive integration to be connected.

Note: Email, Outlook, OneDrive, and SharePoint export destinations are marked Coming Soon and aren't available yet. Google Drive is the supported automatic export today.

Click Create Automation to save.

Enable, edit, or delete

Each automation in the list shows its name, whether it's Enabled or Disabled, and its trigger query. From there you can:

• Pause / Resume to disable or re-enable it.
• Edit to change its settings.
• Delete to remove it.

Monitor automation runs

Click View runs on an automation to see its history. Each run shows its status (pending, running, completed, or failed), when it was triggered and completed, how many attachments were imported and processed, and any error message if something went wrong.

Tip: If a run shows zero imports, check that the email was sent from your account's address and that your filter actually matches it.

Plan limits

The number of automations you can enable depends on your plan, along with a monthly page allowance:

Plan	Automations	Pages per month
Free	1	100
Basic	5	500
Pro	25	5,000

If you reach your automation limit, disable or delete one before enabling another, or upgrade your plan. Check your billing settings for current limits and pricing.