Welcome to Dropie
Get up and running with Dropie in less than 30 minutes. This guide will walk you through everything you need to start automating your document workflows.
Quick Start Video
Getting Started with Dropie
Watch this comprehensive walkthrough to get started quickly. We'll cover account setup, basic configuration, and creating your first automated workflow.
Before You Begin
Prerequisites
- A Dropie account (sign up for free)
- Documents to process (PDF, Word, Excel, or images)
- Basic understanding of your document workflow
- Admin access to connect integrations (optional)
Quick Start Guide
Sign Up
Create your Dropie account and verify your email
How to sign up:
- Go to dropie.io/waitlist
- Enter your work email and company information
- Check your email for verification link
- Complete your profile setup
Connect Data Sources
Link your document storage and email accounts
Popular integrations:
Create First Workflow
Set up your first automated document process
Process Documents
Upload and process your first batch of documents
Creating Your First Workflow
Let's create a simple invoice processing workflow to get you familiar with Dropie's capabilities.
Step 1: Choose a Template
Navigate to Workflows → Templates and select “Invoice Processing”
Workflows → Templates → Invoice ProcessingStep 2: Configure Data Extraction
Define which fields to extract from your invoices:
- Invoice number
- Date and due date
- Vendor information
- Line items and totals
Step 3: Set Up Actions
Configure what happens after extraction:
- Send to accounting software
- Route for approval based on amount
- Store in document management system
- Send notifications
💡 Pro Tip: Start with a simple workflow and add complexity as you get comfortable. You can always edit and enhance your workflows later.
Next Steps
Need Help?
Our support team is here to help you succeed. Don't hesitate to reach out if you have questions.