It would be very helpful to create automation rules that use extracted invoice data to automatically generate or assign tags.
For example, many invoices include a PO number in the document body. The desired workflow would be:
Tailride extracts the PO number from the invoice
If a tag with that PO number already exists → automatically assign it to the invoice
If it doesn’t exist → automatically create a new tag and assign it
Currently, PO numbers (and similar custom/extracted fields) are not available as rule inputs, which limits automation possibilities. Enabling rules to reference extracted fields would make invoice organization and filtering much more scalable, especially for high-volume workflows.
This feature would allow dynamic tagging based on invoice metadata, reducing manual work and improving consistency.
Please authenticate to join the conversation.
In Review
Feature Request
About 1 month ago

Pavel Yankovskiy
Get notified by email when there are changes.
In Review
Feature Request
About 1 month ago

Pavel Yankovskiy
Get notified by email when there are changes.