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Dropie.io
Quick Start

Quick Start Guide

Get up and running with Dropie in just 5 minutes. This guide will walk you through creating your account, setting up your first workflow, and processing your first document.

Prerequisites

  • • A valid email address
  • • A document to process (PDF, Word, or image)
  • • 5 minutes of your time
1

Create Your Account

Start by creating your free Dropie account. You'll get instant access to all features during your trial period.

  1. 1.
  2. 2.

    Enter your email and company information

  3. 3.

    Check your email for the confirmation link

  4. 4.

    Set up your password and complete your profile

Time: ~2 minutes
2

Choose a Template

Dropie comes with pre-built templates for common document types. Choose one that matches your needs to get started quickly.

Invoice Processing

Extract vendor details, line items, and totals from invoices

Contract Analysis

Extract key terms, dates, and obligations from contracts

Form Processing

Digitize application forms, surveys, and registrations

Custom Template

Create your own template for specific document types

Time: ~1 minute
3

Upload Your First Document

Now it's time to see Dropie in action. Upload a document and watch as our AI extracts and processes the information automatically.

Upload Methods:

  • Drag & Drop: Simply drag your file into the upload area
  • Browse: Click to select files from your computer
  • Email: Forward documents to your unique Dropie email
  • API: Upload programmatically via our REST API

Tip: Dropie supports PDF, Word, Excel, PNG, JPG, and many other formats. Files up to 100MB are supported.

Time: ~30 seconds
4

Review & Export Results

Once processing is complete (usually within seconds), you can review the extracted data and export it in your preferred format.

Review Options:

  • • Verify extracted data accuracy
  • • Make manual corrections if needed
  • • Add notes or annotations
  • • Approve for further processing

Export Formats:

JSONCSVExcelPDFAPI
Time: ~1 minute

What's Next?

Set Up Integrations

Connect Dropie to your existing tools and automate your entire workflow.

Create Custom Workflows

Build automated workflows that match your specific business processes.

Invite Team Members

Add your team and set up roles and permissions for collaboration.

Explore API

Integrate Dropie into your applications with our powerful REST API.

Congratulations! 🎉

You've successfully processed your first document with Dropie. You're now ready to transform your document workflows!