The File Reader system enables automated data extraction and processing from various file formats.

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Configuration

  • Reader Name: Custom identifier for use in automations
  • Document Type Selection: Choose from supported file formats
  • Automation Integration: Readers can be used as automation triggers or steps

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Supported Document Types

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Purchase Orders

  • Process procurement documents
  • Extract order details
  • Parse vendor information

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Text Files

  • Plain text processing
  • Log file analysis
  • Structured text parsing

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Table Data

  • CSV/Excel processing
  • Structured data extraction
  • Column mapping

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JSON

  • Parse JSON structures
  • Extract nested data
  • Transform JSON objects

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Features

  • Automated data extraction
  • Field mapping to app records
  • Data transformation rules
  • Error handling
  • Validation checks
  • Batch processing
  • Custom parsing rules

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Usage in Automations

  • Trigger workflows based on file uploads
  • Extract data for record creation
  • Transform file contents into structured data
  • Validate incoming data
  • Route files based on content
  • Update existing records with file data