Automation

Automation in Sifterra is built around two scheduled jobs:

• A scan that looks for new files in SharePoint and adds them to the document queue.
• A processing job that picks up queued documents and runs them through extraction, validation, and document creation.

If you are not using SharePoint, you can still automate the second part. Users can upload documents to the queue manually, and the processing job can handle the rest on a schedule.

Start here

• Setup and scheduling covers the required setup options and the Job Queue entries that control automation.
• Automatic processing flow shows what happens after a file enters the queue.
• Troubleshoot automation helps you diagnose stalled jobs, queue issues, and SharePoint pickup problems.
• Automation notes and limits calls out the current behavior that often surprises teams.

What can happen automatically

When automation is turned on and scheduled correctly, Sifterra can:

• Check each active analyzer’s SharePoint Download folder for new files.
• Create queue entries for new files it finds.
• Process all queue entries that are in Pending status.
• Move SharePoint files from Download to In Review when processing starts, if automatic file movement is enabled.
• Create the Business Central document or expense journal lines automatically when the document passes the required checks.
• Move SharePoint files to Archive after successful document creation, if automatic file movement is enabled.
• Delete archived files if that option is enabled.

Not every document finishes fully automatically. Some documents stop for review if confidence is low, matching fails, required values are missing, or automatic document creation is not allowed for that analyzer.