Daily document task
Document arrivesSafivo reads and matches it
Checks passSystems update automatically
Exception appearsA person decides with context
Documents move through. People handle exceptions.
Safivo reads recurring documents, checks them against your records, updates the right tools, and asks for review only when judgment is needed.
Works with 3,000+ connected tools
Gmail
Drive
Sheets
HubSpot
QuickBooks
Use case
An invoice arrives in Gmail. Safivo reads the PDF, checks the total against the order, writes clean fields to accounting, and leaves a record of every update.
No tab hopping. No duplicate entry.
Review path
Paused
only when totals, records, or policy need judgment
Everyday tools
3,000+ connected tools
Start simple
hello@safivo.com
Bring one repetitive document task
Example: Gmail invoice to Salesforce
Connect the work. Preview the run.
Guided workflow setup
Connect tools, rules, and review
GmailSalesforce
Safivo setup preview
Safivo
Tell me the document work you want handled.
I’ll ask for the access and rules before anything runs.
Start with one repeated task
You
Read my Gmail for invoices that match this rules document, then update Salesforce with the latest values. Ask Steve if anything does not match.
rules-reference.md
document
Sent by you
Safivo
Let me check access first.
Checking Salesforce access...
Salesforce is already connected for this preview.
Generating Gmail login link...
To read invoice emails, log in with Gmail. Use the button below, then tell me when it is connected.
You
Gmail is connected. Use invoices from approved vendors, skip promotional emails, and start with this month's messages.
Sent by you
Safivo
Great, Gmail is connected. I will keep this to approved-vendor invoices from this month.
Checking Gmail scope...
Separating invoices from general email...
Identifying invoice fields...
That gives Safivo the inbox boundary.
What should update in Salesforce, and when should Steve review it?
You
Update company, invoice number, due date, line items, total, and payment status. Ask Steve when totals differ, the vendor is new, or a PO is missing.
Sent by you
Safivo
Got it. I will map those fields and add Steve only where a decision is needed.
Mapping invoice fields to Salesforce...
Adding Steve as the review step...
Saving the workflow preview...
Done. Your workflow is ready for walkthrough.
Safivo will watch the selected Gmail invoices, update Salesforce when the rules pass, and pause for Steve when something needs a decision.
Next, we will review the first run together before turning it on.
Runs end to end. Exceptions become evidence.
Safivo does not stop for a human after every step. Clean work moves through, while mismatches pause with context, a decision, and a permanent audit record of every field read, checked, changed, and written.
source event
Email received
Attachment captured from Gmail with sender, filename, and received time.
field extraction
PDF parsed
Invoice number, dates, vendor, totals, and line items read from the PDF.
system check
Order compared
Order record matched before anything is written back.
system update
Accounting updated
Clean fields move to accounting automatically when checks pass.
review path
Exception raised
Only mismatched totals, missing orders, or policy gaps ask a person to decide.
human decision
Decision recorded
Reviewer, answer, timestamp, and changed fields are preserved.
audit trail
History written
Every read, check, approval, and write is available for review.
repeat run
Workflow repeats
The next matching document follows the approved path without extra handoffs.
From inbox to accounting
without manual re-entry
Clean documents move through automatically. Exceptions pause with context, and every field read, check, decision, and system write stays available for review.
Gmailsource inbox
PDFfields read
Ordermatched before write
Accountingclean fields written
Audit logevery touch recorded
Questions before your walkthrough.
Bring one document task your team repeats, where the files arrive, where the information should go, a few real examples, and the exceptions that should stop for a person.