Send Paige documents to Google Drive with an automation

Step 1 — Point Paige at your SFTP server

1. 1

   In Paige, open Settings (the gear at the bottom of the left menu — administrators only), pick the scan job, and choose Export.

2. 2

   Click the FTP card. Enter the FTP Address, Port 22, Username, Password, and in FTP Folder Path a folder for this scan job, such as /paige/invoices.

3. 3

   Click Test Connection. What you should see: FTP connection successful! Connect — Connected to FTP Server! and a green Connected label.

4. 4

   Turn on Enable Auto Export. Under Auto Export Settings, switch on Only documents having a document type, set Auto Field Entry Complete to Yes (the file name needs the values), and set Human Reviewed to Reviewed if a person checks documents in Paige first. Click Save.

Step 2 — Build the automation

Zapier

1. 1

   Trigger: SFTP by Zapier → New or Updated File, connected with Host, Username, Port Number 22, Password; folder = the scan job's folder.

2. 2

   Filter by Zapier: File Name (Text) Ends with .json.

3. 3

   Code by Zapier → Run Javascript, with file mapped to the trigger's file:

   const doc = await (await fetch(inputData.file)).json();
   const out = { pdf_file: doc.metadata.pdf_file, document_type: doc.metadata.document_type };
   for (const [k, v] of Object.entries(doc.fields)) out[k] = v;
   return out;
   

4. 4

   SFTP by Zapier → Download File, path = the folder plus pdf_file from step 3.

5. 5

   Google Drive → Upload File. Choose the Drive (My Drive or a shared drive) and Folder; set File to the Download File step's output; set the file name from step 3's fields, for example {{Invoice Number}} - {{Vendor Name}}, with the extension pdf.

6. 6

   Turn the Zap on. Zapier polls the folder on your plan's interval (1–15 minutes).

Make

1. 1

   SFTP → Watch files in a folder (connection: Host, Port 22, Auth Type Username and Password), pointed at the scan job's folder.

2. 2

   Filter: File name Ends with .json.

3. 3

   SFTP → Get a file, then JSON → Parse JSON on its data. Run once with a real file so Make learns the fields.

4. 4

   SFTP → Get a file with path = folder plus parsed metadata.pdf_file.

5. 5

   Google Drive → Upload a File. Pick the drive and folder, map the file data from module 4, and set the file name from the parsed fields, ending in .pdf.

6. 6

   Set the schedule and turn the scenario on.

Power Automate

1. 1

   SFTP - SSH: When a file is added or modified (connection: Host server address, User name, Password, Port number 22), folder = the scan job's folder, Include file content on.

2. 2

   Condition: File name ends with .json; the rest goes in If yes.

3. 3

   Parse JSON on the trigger's File content, schema generated from a real .json.

4. 4

   SFTP - SSH → Get file content using path, path = folder plus the parsed pdf_file.

5. 5

   Google Drive → Create file (V2). Pick the Folder, set File name from the parsed fields ending in .pdf, and File content from step 4.

6. 6

   Save.

Step 3 — Test it

1. 1

   Process one document through the scan job (review it if you required review) and wait for the export.

2. 2

   Check the automation's run history: one run, triggered by the .json file.

3. 3

   Open the Drive folder. What you should see: the PDF with the name you built. Search Drive for a word from the document — it's found.

When it doesn't work