Action Nodes
Action nodes do something with your processed data — send it somewhere, store it, or trigger an external system.
Upload to Drive
Upload files or data to Google Drive.
Configuration:
- Google Drive folder path
- File name template
- File format
Use case: Automatically save filled Excel reports to a shared Google Drive folder.
Send Email
Send an email with results or attachments.
Configuration:
- Recipients (to, cc, bcc)
- Subject line (supports field templates)
- Body (supports field templates)
- Attachments (files from previous steps)
Use case: Email the filled invoice PDF to the accounting team after processing.
Call API
Make an HTTP request to any external service.
Configuration:
- URL
- Method (GET, POST, PUT, DELETE)
- Headers (including auth tokens)
- Body (JSON, with field templates)
Use case: Push extracted data to your CRM, ERP, or any system with an API.
Execute Query
Run a SQL query against a connected database.
Configuration:
- Select database connection
- SQL query (supports field templates for parameterized queries)
Use case: Insert extracted invoice data directly into your accounting database.
Be careful with Execute Query — always use parameterized queries to avoid SQL injection. Test with SELECT queries before using INSERT or UPDATE.