Guides

How to automate the paperwork.

Step by step. No code, no jargon. Pick what you want to automate.

Your first Fibula workflow, in 5 minutes

Open the chat, tell Fibula what you want, watch the agent build it, publish, and start dropping documents into the folder it just created for you.

Open the tutorial →

5 min read•No setup needed

Tutorials

Walkthroughs with screenshots

Accounts payable

Connect Xero to Fibula and send invoices automatically

Set up the Xero OAuth credential in Fibula, then forward supplier invoices and let them land in Xero as draft bills.

8 min read•Beginner

Bank reconciliation

Reconcile bank statements against accounting records

Match every supplier invoice to its bank transaction. Flag what does not balance. Catch errors no one else does.

9 min read•Intermediate

Connect a service

Short setup walkthroughs for each integration

Connect Google Sheets to Fibula

Set up Google Sheets so Fibula can append a row for every document it processes.

Connect Google Drive to Fibula

Set up Google Drive so Fibula can save processed files to a folder of your choice.

Connect HubSpot to Fibula

Set up HubSpot OAuth so Fibula can create contacts, deals, and tickets from extracted documents.

Connect Zendesk to Fibula

Set up Zendesk OAuth so Fibula can open tickets with the original document attached.

Connect Trello to Fibula

Set up Trello so Fibula can drop a card on a board for every document or run.

Connect Stripe to Fibula

Set up Stripe so Fibula can create payment intents and invoices from extracted billing data.

Connect Slack to Fibula

Set up Slack so Fibula can post structured messages to a channel when workflows finish.

Send email from Fibula

Set up an email credential so Fibula can send formatted summaries with the original document attached.