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Quick Actions

Quick Actions are shortcut buttons that appear in the Document Parser, letting you trigger workflows with one click after processing a document.

What are Quick Actions?​

After you parse a document, you might always do the same thing with the results — push to CRM, send to a team member, save to a database. Quick Actions turn these common workflows into one-click buttons.

Setting up Quick Actions​

  1. First, create a workflow with a Webhook Trigger
  2. Open the Quick Actions Manager (accessible from the Document Parser)
  3. Click Add Quick Action
  4. Configure:
SettingDescription
NameButton label (e.g., "Send to CRM")
IconChoose an icon for the button
ColorButton color for easy identification
WorkflowSelect the webhook-backed workflow
OrderPosition among your Quick Actions
  1. Save

Using Quick Actions​

  1. Process a document in the Document Parser
  2. After results appear, your Quick Action buttons are visible
  3. Click a button
  4. The workflow runs with the extracted data as the payload
  5. See success/failure feedback immediately

Limits​

You can pin up to 3 Quick Actions at a time. Choose your most frequent workflows.

Tips​

  • Name them clearly — "Send Invoice to Accounting" is better than "Workflow 1"
  • Use distinct colors — makes it easy to identify the right action at a glance
  • Test the workflow first — make sure the linked workflow works correctly before pinning it as a Quick Action