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Everything you need to get started.
Step-by-step guides for new and existing DocFlow AI clients. No IT knowledge required.
Getting Started
4 min readComplete setup checklist from free trial to going live with your real invoices.
Forwarding Invoices by Email
3 min readStep-by-step: set up Gmail forwarding so invoices reach DocFlow AI automatically.
Using the Telegram Bot
2 min readHow to send invoices via Telegram — ideal for tradespeople and mobile workflows.
Understanding Your Google Sheet
3 min readA complete guide to the column structure, status flags, and how to correct rows.
Reviewing Flagged Rows
2 min readWhat REVIEW means, when to edit, and when to contact support.
Your Monthly Usage Report
2 min readWhat the monthly report contains and how to use it for planning.
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