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Workflows Quick Start Guide

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Overview

The Workflow Builder connects Cloudsquid to thousands of tools and services, allowing you to automate end-to-end data processes. Workflows are only available for our paid users. If you’re interested in a Free Trial you can fill out the form that will appear when you click on this feature. In this quick start, we’ll build a workflow that:
  1. Starts with an email trigger that captures an attached invoice.
  2. Processes the attachment through an Extraction Agent, which is an Action node
  3. Sends the extracted data to a Google Sheet.

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1. Create a Workflow

Workflow are containers for your automated process.
  1. In the left-hand panel, go to Workflows.
  2. Click Create Workflow.
  3. Give it a clear, descriptive name so you and your team can identify it later and hit Save Recording2025 08 13at16 01 22 Gi

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2. Add an Email Trigger

Email is one of the most common sources of incoming documents for a business. The Workflow Builder lets you build email Trigger in two ways:
  • Direct integrations with Outlook or Gmail, where you set conditional triggers.
  • Managed Cloudsquid inbox, which generates a unique email address for automated ingestion.
For this quick start, we’ll use the managed inbox:
  1. Click Add Trigger → choose the Email node from the Cloudsquid native nodes. Recording2025 08 13at16 03 19 Gi
  2. In the Email node settings, click Save and Continue to generate your email address. Recording2025 08 13at16 04 55 Gi
  3. Copy this address and send a test email to it from your sepparate email account with an attachment (e.g., an invoice PDF).
  4. After 20–30 seconds, the email appears in the node’s Outputs. Click the “Email” output to see available data. Recording2025 08 13at16 08 34 Gi

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3. Add an Extraction Agent Action

Extraction Agents process and structure your document data. You should have one ready from the Extraction Agent Quick Start Guide.
  1. Click the + after your trigger → choose Extraction Agent from the native nodes. Recording2025 08 13at16 11 30 Gi
  2. In the settings:
    • Extraction Agent ID – choose your pre-created agent.
    • File content – in the data viewer, search “attachments” and select the contentUrl value. Recording2025 08 13at16 23 01 Gi
    • Filename – search “attachments” and select the filename value. Recording2025 08 13at16 24 09 Gi
    • Filetype – select uri since we access this file via it’s Url link
    • Mimetype – choose the correct type, e.g., application/pdf.
    • AI Model – choose cloudsquid-flash for speed and lower cost. Recording2025 08 13at16 26 41 Gi
  3. Click Test run Node to verify extraction. Results will appear in the OUTPUT viewer.

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4. Add a Google Sheets Action

We’ll now send the extracted data to Google Sheets:
  1. Click the + after the Extraction Agent node → search for Google Sheets.
  2. Choose the Upsert Row action (adds new rows without overwriting existing data). Recording2025 08 13at16 33 38 Gi
  3. Create a blank Google Sheet (e.g., “invoice demo”) in your Google account.
  4. In the Google Sheets node settings:
    • Authenticate with your Google account.
    • Select the Drive, Spreadsheet, and Worksheet. Screenshot2025 08 13at16 42 43 Pn
    • For Insert – Cells / Column Values:
      • Click Manual List and use the data viewer to pick fields from the extracted file (e.g., vendor name, invoice amount, invoice number).
      • Click Add after each field selection.
    • Key Column – enter A so rows append from the first column.
  5. Click Test run Node to push data into the sheet, then check Google Sheets for results.
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