Skip to content
Glacis Help Center home
InboxAsk a human

Document Manager

The Document Manager app lets your workflows react to uploaded files, search for documents, and generate export files in various formats.

Document Created (Trigger)

Starts the workflow when a document is uploaded to Glacis — as an email attachment, a manual upload, or from another workflow.

When to use it: Automatically processing uploaded invoices, packing lists, or bills of lading. Running document classification as soon as files arrive.

Output: Document ID, file name, file type, and who uploaded it.

Excel Created (Trigger)

Starts the workflow when an Excel spreadsheet is uploaded.

When to use it: Processing bulk data uploads — allocation files, rate sheets, product catalogs.

Excel Row Added (Trigger)

Starts the workflow when a new row is added to an existing Excel file in Glacis.

When to use it: Processing rows as they're added — for example, each row representing a new order or a shipment update.

Find Document (Action)

Searches for documents matching specific criteria.

When to use it: Looking up a document by name or type, checking if a required document has already been uploaded, finding attachments linked to a specific order.

Create JSON File (Action)

Generates a JSON file from workflow data.

When to use it: Exporting structured data for integration with external systems, creating data snapshots, preparing payloads for API calls.

Create XML File (Action)

Generates an XML file from workflow data.

When to use it: Creating EDI-compatible documents, generating XML exports for ERP systems, producing structured reports.

Create CSV File (Action)

Generates a CSV file from workflow data.

When to use it: Exporting tabular data — order summaries, shipment lists, product catalogs — for sharing or import into spreadsheets.

Create Excel File (Action)

Generates an Excel spreadsheet from workflow data.

When to use it: Creating formatted reports, producing order summary sheets, generating files for stakeholders who prefer Excel.

Need help?

If you have questions or run into issues, we're here to help: