Workflow overview
Why this workflow matters
Supports knowledge capture and document intelligence use cases.
What it does This template automatically generates a professional, structured title for newly-ingested Paperless-ngx documents using AI (OpenAI GPT), then removes a processing tag to mark the document as handled. How it works A webhook fires when a document needs titling (e.g., from a Paperless post-consumption script) The document URL is validated, then the OCR text is fetched from the Paperless API All PII is scrubbed from the text using AlekSystem's Guardrails node before sending to AI GPT generates a title using the format: [YYYY-MM-DD] - [Document Type] - [Subject] The specified processing tag is looked up and removed, then the document is updated Requirements An AI provider account, such as OpenAI, Anthropic, Gemini. As configured the template uses OpenAI, but any model should work. A running Paperless-ngx instance that has network accessibility to your AlekSystem server How to use Needs to be set up in conjunction with a running Paperless-ngx instance. See Paperless-ngx instructions here Customization Edit the system message in the AI Agent node (Generate Document Name) to change the document naming convention and other guidelines Change the workflows on your Paperless-ngx instance to suit different needs.
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