Example: Database Sync

Scenario: You extract data from contracts, invoices, or forms and need it in your database — not a spreadsheet.

Overview

Upload documents → Parse → Map data fields → Insert into database

Setup

Step 1: Connect your database

1. Go to Clouds in the sidebar
2. Click Add Connection
3. Enter your database credentials (PostgreSQL, MySQL, etc.)
4. Click Test Connection to verify

Step 2: Review your schema

Use the Schema Viewer to see your tables and columns. Note the table and column names you want to insert into.

Step 3: Build the workflow

1. Create a new workflow
2. Add a trigger:
   • Webhook — for on-demand processing
   • Schedule — for periodic batch processing
   • Email Inbox — for email-triggered processing
3. Add a Parse Document node with your extraction template
4. Add a Map Data node to rename fields to match your database columns:

   invoice_number → inv_no
   vendor_name → supplier
   total_amount → amount
   invoice_date → inv_date

5. Add a Target Database node:
   • Select your database connection
   • Select the target table
   • Map the fields to columns
6. Save and activate

Step 4: Test

Trigger the workflow with a sample document and verify the data appears in your database.

Example: Invoice to PostgreSQL

Database table: invoices

Column	Type	Mapped from
id	SERIAL	Auto-generated
inv_number	VARCHAR	invoice_number
vendor	VARCHAR	vendor_name
amount	DECIMAL	total_amount
inv_date	DATE	invoice_date
created_at	TIMESTAMP	Auto-generated

Workflow:

Webhook trigger → Parse Document → Map Data → Target Database (invoices table)

Tips

• Test with SELECT first — use the Schema Viewer to understand your table structure before writing
• Map data types carefully — numbers should go to numeric columns, dates to date columns
• Handle duplicates — consider adding a condition to check if a record already exists
• Start with a test table — create a test table in your database first, verify the pipeline works, then switch to production