Auto-create and assign tags from extracted invoice fields (e.g., PO number)

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.

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Upvoters
Status

In Review

Board
💡

Feature Request

Date

25 days ago

Author

Pavel Yankovskiy

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