Inbound messages and files pass through ThinkAutomation


Files are processed against your check conditions and conditional branches


Triggers kick into motion to send files to the right place, or perform the right processing action

Workflows for Document

Document to database

Use ThinkAutomation to extract and upload file content

You receive an online job application, with a CV submitted in Word document format. ThinkAutomation takes the file and uploads it to your HR database. It also extracts applicant information from the file and parses specific information to the desired destination.

Your documents often contain information that requires manual database input. ThinkAutomation can ease this process with automated document parsing.

ThinkAutomation parses file content, then uses rule-based logic to extract, upload, and update. This helps you smoothly integrate documents and the information inside them with your databases.


Process email attachments

Use ThinkAutomation for automated attachment handling

A customer sends you a copy of their signed contract via email. ThinkAutomation retrieves the attachment, and automatically saves it to a specific folder on your file system. Then, it forwards the contract to a sales manager and adds a file note on the customer’s CRM account.

ThinkAutomation automatically saves, sorts, and processes your email attachments. First, you can create quick rules for factors such as attachment storage, file naming, and format conversions.

Then, using scripts, you can also set up more detailed workflows involving subsequent processing actions. This saves you time on manual processing, and allows for more efficient email handling.


Parse a PDF

Use ThinkAutomation to edit and extract PDF content

You want to extract tables from a PDF product list to your POS, website or to a spreadsheet. ThinkAutomation reads the PDF, scrapes the relevant information and pushes it to the right place.

Extracting data from a PDF is notoriously difficult. ThinkAutomation can easily and automatically parse PDF files, saving you time, effort and frustration.

You create the parsing rules and tell ThinkAutomation what to do with PDF content. From there, it extracts PDF data, and makes that data easy for you to manage, manipulate and move around.


Automated PDF conversions

Use ThinkAutomation to convert to and from PDF

Word documents can be more susceptible to viruses and malware. So, for security purposes, you don’t open email attachments sent in Word format. Instead, you use ThinkAutomation to auto-convert your Word email attachments into PDF format before processing.

ThinkAutomation allows you to do more with your PDF files. As part of this, you can make smooth conversions from a PDF file into an image or text file.

You can also convert existing documents into PDF, as well as rendering inbound messages or URLs to PDF. Using conditional processing, you can then save and sync your new files automatically.


Upload files to cloud storage

Use ThinkAutomation for smooth file syncing

You want all company invoices saving in a private Dropbox folder, as both a backup and a central repository. ThinkAutomation detects any invoices coming in via email, and automatically uploads them to the pre-set cloud folder.

ThinkAutomation can automatically sync your documents across your cloud storage systems, from SharePoint to Dropbox to Microsoft Azure.

Our software bots use ‘if’ rules to upload files from your emails to the applicable online folder. This secures the important files you want to archive, and makes for a smooth file distribution system.


File formatting

Use ThinkAutomation to auto-convert file formats

You want to convert HTML to XML, to make it easier to extract certain elements. So, you use the ThinkAutomation “read a web page” action. This will automatically return HTML to a field or variable, and follow your rules to convert to XML.

ThinkAutomation supports the conversions of all major file formats. In a single click, you can transform and convert your documents.

Your input type could be Word, HTML, Text & Rich Text, Excel or CSV. ThinkAutomation will take the file and render it into any one of a range of PDF, HTML or image formats to suit your needs.


Update a spreadsheet

Use ThinkAutomation to automate data entry

You want to keep track of all web form submissions in a spreadsheet, for later targeting. ThinkAutomation automatically adds new sign-ups to the spreadsheet, with each separated value sent to its correct cell or table.

ThinkAutomation can auto-populate your spreadsheets. It uses the data extracted from select sources — inbound messages, files, form fields, etc — to write data to new or existing spreadsheets.

This saves you from the repetition and resource drain of manual data entry, as well as improving speed and accuracy.


Run reports

Use ThinkAutomation for automated reporting

You want to run a report on order values. You build it using the ThinkAutomation report designer and schedule the report to run at the end of each month. Then, you use rules to convert each finished report into a PDF and attached to an automated email to the sales team.

ThinkAutomation allows you to build custom reports that run both on an ad-hoc and scheduled basis. Even better, it allows you to automate the processes that follow report generation.

You can create reports on almost any metric pertaining to the inbound data that enters your business. Then, you can define how you’d like each report integrated into your workflows.


Spreadsheet extraction

Use ThinkAutomation for data pickup

You want to ensure that all new entries to a spreadsheet are seen by a manager. ThinkAutomation can watch the file for new input, extract the latest contents and convert them into a message which is auto-sent to the relevant employee.

ThinkAutomation makes light work of spreadsheet data extraction. Our software bots can read your spreadsheets and parse the data into new formats and destinations.

This means you can easily extract and export data. Spreadsheets can be used to automatically populate database tables, create new files and reports, and transpose your data from place to place.


Mail merge

Use ThinkAutomation to create advanced mail merges

A customer places an order. ThinkAutomation processes the order and extracts its information. It then performs a Word mail merge to create an order acknowledgement document. Last, it converts the new merged document to a PDF before emailing back to the customer.

ThinkAutomation can perform complex mail merges and proceed to run automated actions off the back of the merge.

All mail merge fields in a Word document can be replaced with ThinkAutomation field or variable values. Resulting merged documents are then saved and used within your sending workflows.


Print a document

Use ThinkAutomation for auto-printing

You want to auto-create shipping labels, to avoid error and manual effort. ThinkAutomation reads purchase web form submissions, extracts the customer’s address, and uses it to create and print the shipping label.

ThinkAutomation can automatically print your emails, reports, attachments and extracted fields or messages. You simply enable a print action in chosen workflows and pre-select your printer.

You might want to print documents whenever they are added to a certain folder, such as invoices. You might want a batch printing solution. Whatever the auto-print need, ThinkAutomation can help.


The workflow builder

ThinkAutomation lets you build your document workflows, your way. There are no limits to the number of workflows you can create, or the number of steps you can include. Our workflow builder is built on a foundation of conditions, triggers, and actions. You set the conditions, and our software bots will do the rest.


First, you define a condition. This will behave as an "if-check" for your trigger.


Next, the trigger will fire an action when the relevant event happens. This could be an email containing an attachment, or new data added to a spreadsheet.


An action will then process and complete your first automation step. For example, this is where our software bots might convert a file, or extract and upload PDF content.

Get building

Ready to put our software bots to work? Start building your own automation workflows with a free trial of ThinkAutomation.