Workflow overview
Why this workflow matters
Relevant for managed services and support workflows. Supports knowledge capture and document intelligence use cases.
Who is this for? Teams that receive documents via email and want structured data automatically extracted and saved to an Airtable base for tracking, review, or further automation. Works with any IMAP email provider - Outlook, Yahoo, or custom domains. What it does This template contains two connected flows: Scenario 1 - Upload: Watches your inbox for new emails with attachments, filters by subject keywords (invoice, receipt, contract), extracts email metadata, and uploads the attachment to DocuPipe for AI-powered extraction. Scenario 2 - Process & Save: When DocuPipe finishes extracting, the webhook fires, results are fetched, processed into Airtable-compatible format (nested objects and arrays are serialized), enriched with metadata (document name, timestamp), and saved as a new record. How to set up Install the DocuPipe community node via Settings > Community Nodes Connect your IMAP email account (server, port, username, password) Customize the subject filter keywords in the Filter by Subject node Sign up at docupipe.ai, then get your DocuPipe API key at app.docupipe.ai/settings/general Select an extraction schema in the Upload node Connect your Airtable account, select your base and table Ensure your Airtable column names match the schema field names Activate the workflow Requirements A DocuPipe account with an API key An email account with IMAP access An Airtable account with a table configured for your data Self-hosted AlekSystem (required for community nodes) Note: Requires the DocuPipe community node. Install via Settings > Community Nodes. Categories: Productivity, Data & Storage
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