# Documentation **URL:** https://community.triggre.com/c/documentation/11.md [Latest](https://community.triggre.com/latest.md) · [Categories](https://community.triggre.com/categories.md) · [Tags](https://community.triggre.com/tags.md) --- ## [About the Documentation category](https://community.triggre.com/t/about-the-documentation-category/515)
**Author:** [@Triggre](https://community.triggre.com/u/Triggre)\ **Replies:** 0\ **Last updated:** [October 3, 2023, 9:38am UTC](https://community.triggre.com/t/about-the-documentation-category/515 "2023-10-03T09:38:54Z")
Welcome to the official Triggre documentation! Here you can find detailed information on the various features of Triggre, tips & tricks and videos that teach you all the advanced uses you can imagine. --- ## [9. Turn existing documentation into time savings & more sales with AI](https://community.triggre.com/t/9-turn-existing-documentation-into-time-savings-more-sales-with-ai/965)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [September 18, 2026, 7:26am UTC](https://community.triggre.com/t/9-turn-existing-documentation-into-time-savings-more-sales-with-ai/965 "2026-09-18T07:26:00Z")
Triggre’s AI blueprints are reusable process designs that combine AI, automation, and human expertise to deliver measurable business results. In this episode of the Triggre Agentify Masterclass, Don shows three real impl… --- ## [8. Automatically create a quotation from supplier documents with AI](https://community.triggre.com/t/8-automatically-create-a-quotation-from-supplier-documents-with-ai/964)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [July 17, 2026, 7:47am UTC](https://community.triggre.com/t/8-automatically-create-a-quotation-from-supplier-documents-with-ai/964 "2026-07-17T07:47:49Z")
Triggre’s AI blueprints are reusable process designs that combine AI, automation, and human expertise to deliver measurable business results. In this episode of the Triggre Agentify Masterclass, Don shows you how to use … --- ## [7. How manufacturers use AI to price smarter and improve their margins](https://community.triggre.com/t/7-how-manufacturers-use-ai-to-price-smarter-and-improve-their-margins/963)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [July 3, 2026, 8:00am UTC](https://community.triggre.com/t/7-how-manufacturers-use-ai-to-price-smarter-and-improve-their-margins/963 "2026-07-03T08:00:43Z")
Triggre’s AI blueprints are reusable process designs that combine AI, automation, and human expertise to deliver measurable business results. In this episode of the Triggre Agentify Masterclass, Don shows how to use the … --- ## [6. How businesses use AI to extract data from documents](https://community.triggre.com/t/6-how-businesses-use-ai-to-extract-data-from-documents/962)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [June 19, 2026, 7:16am UTC](https://community.triggre.com/t/6-how-businesses-use-ai-to-extract-data-from-documents/962 "2026-06-19T07:16:58Z")
Triggre’s AI blueprints are reusable process designs that combine AI, automation, and human expertise to deliver measurable business results. In this episode of the Triggre Agentify Masterclass, Don shows three real impl… --- ## [5. Take the manual work out of document handling with AI](https://community.triggre.com/t/5-take-the-manual-work-out-of-document-handling-with-ai/960)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [May 8, 2026, 7:33am UTC](https://community.triggre.com/t/5-take-the-manual-work-out-of-document-handling-with-ai/960 "2026-05-08T07:33:28Z")
Triggre’s AI blueprints are reusable process designs that combine AI, automation, and human expertise to deliver measurable business results. In this episode of the Triggre Agentify Masterclass, Don introduces the “Docum… --- ## [Using a complex ID from Text and numbers](https://community.triggre.com/t/using-a-complex-id-from-text-and-numbers/958)
**Author:** [@Roland\_Wenzke](https://community.triggre.com/u/Roland_Wenzke)\ **Replies:** 1\ **Last updated:** [April 28, 2026, 6:21am UTC](https://community.triggre.com/t/using-a-complex-id-from-text-and-numbers/958 "2026-04-28T06:21:26Z")
I’d like to use a complex ID for my contracts like in “C\_XYZ\_123456”, with C indicating a contract id, XYZ being a alphanumeric customer id and the number being a simple sequence(could be customer specific or simply a nu… --- ## [154. Set up automatic PO number renewal reminders](https://community.triggre.com/t/154-set-up-automatic-po-number-renewal-reminders/956)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [March 20, 2026, 1:08pm UTC](https://community.triggre.com/t/154-set-up-automatic-po-number-renewal-reminders/956 "2026-03-20T13:08:55Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Pay Paul, our free financial management portal template. This handy template can be used to manage Purchase Order (PO) numbers, which are … --- ## [4. Make internal knowledge instantly accessible with AI](https://community.triggre.com/t/4-make-internal-knowledge-instantly-accessible-with-ai/951)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [March 6, 2026, 8:11am UTC](https://community.triggre.com/t/4-make-internal-knowledge-instantly-accessible-with-ai/951 "2026-03-06T08:11:13Z")
Triggre’s AI blueprints are reusable process designs that combine AI, automation, and human expertise to deliver measurable business results. In this episode of the Triggre Agentify Masterclass, Don introduces the “Docum… --- ## [153. Show available training courses and let users register on their own](https://community.triggre.com/t/153-show-available-training-courses-and-let-users-register-on-their-own/950)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [February 20, 2026, 8:55am UTC](https://community.triggre.com/t/153-show-available-training-courses-and-let-users-register-on-their-own/950 "2026-02-20T08:55:30Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Pink partner, our free partner onboarding portal template. This handy template can also be used to manage training courses: Eddie shows yo… --- ## [3. What is an AI Blueprint? The key to implement AI in your business](https://community.triggre.com/t/3-what-is-an-ai-blueprint-the-key-to-implement-ai-in-your-business/948)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [February 6, 2026, 11:29am UTC](https://community.triggre.com/t/3-what-is-an-ai-blueprint-the-key-to-implement-ai-in-your-business/948 "2026-02-06T11:29:06Z")
In this episode of the Triggre Agentify Masterclass, Don introduces a practical concept for implementing AI in your business: the Blueprint — a reusable process design that combines AI, traditional automation, and human … --- ## [2. The 4 key principles for implementing AI in business processes](https://community.triggre.com/t/2-the-4-key-principles-for-implementing-ai-in-business-processes/946)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [January 23, 2026, 1:28pm UTC](https://community.triggre.com/t/2-the-4-key-principles-for-implementing-ai-in-business-processes/946 "2026-01-23T13:28:29Z")
In this episode of Triggre Agentify Masterclass, Don breaks down the 4 key principles for implementing AI effectively in business processes: 1- Turn unstructured data into structured data 2- Use large, descriptive inpu… --- ## [1. Learn how to implement AI in your business processes with the Triggre Agentify Masterclass series!](https://community.triggre.com/t/1-learn-how-to-implement-ai-in-your-business-processes-with-the-triggre-agentify-masterclass-series/945)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [January 16, 2026, 10:50am UTC](https://community.triggre.com/t/1-learn-how-to-implement-ai-in-your-business-processes-with-the-triggre-agentify-masterclass-series/945 "2026-01-16T10:50:43Z")
This year, we’re launching the Triggre Agentify Masterclass series, where you’ll learn how to integrate AI into your business processes to drive real results. Our new host, Don, kicks things off by introducing himself a… --- ## [152. Sync order reporting with Power BI using a webhook](https://community.triggre.com/t/152-sync-order-reporting-with-power-bi-using-a-webhook/943)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [January 9, 2026, 9:32am UTC](https://community.triggre.com/t/152-sync-order-reporting-with-power-bi-using-a-webhook/943 "2026-01-09T09:32:46Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Order Boris, our free order management portal template. With this extension, you’ll learn how to link your Triggre application to Power BI… --- ## [151. Send a weekly summary email with all pending PO approvals](https://community.triggre.com/t/151-send-a-weekly-summary-email-with-all-pending-po-approvals/942)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [January 2, 2026, 9:15am UTC](https://community.triggre.com/t/151-send-a-weekly-summary-email-with-all-pending-po-approvals/942 "2026-01-02T09:15:52Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Cassius Cash, our free order & invoice management portal template. With this extension, you’ll learn how to automatically send a weekly su… --- ## [150. Automatically generate resource forms as PDFs for assigned resources](https://community.triggre.com/t/150-automatically-generate-resource-forms-as-pdfs-for-assigned-resources/941)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [December 26, 2025, 8:23am UTC](https://community.triggre.com/t/150-automatically-generate-resource-forms-as-pdfs-for-assigned-resources/941 "2025-12-26T08:23:00Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Oliver Onboarding, our free onboarding & offboarding portal template. After handing out the resources a new employee needs (such as a lapt… --- ## [149. Create an overview of resources that still need to be handed out](https://community.triggre.com/t/149-create-an-overview-of-resources-that-still-need-to-be-handed-out/940)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [December 19, 2025, 8:45am UTC](https://community.triggre.com/t/149-create-an-overview-of-resources-that-still-need-to-be-handed-out/940 "2025-12-19T08:45:00Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Oliver Onboarding, our free onboarding & offboarding portal template. A key part of onboarding is making sure new employees receive the re… --- ## [148. Allow users to edit their invoicing email address through your portal](https://community.triggre.com/t/148-allow-users-to-edit-their-invoicing-email-address-through-your-portal/939)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [December 12, 2025, 9:23am UTC](https://community.triggre.com/t/148-allow-users-to-edit-their-invoicing-email-address-through-your-portal/939 "2025-12-12T09:23:49Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Captain Customer, our free B2B customer portal template. You’ll learn how to let customers edit their own invoicing email address directly… --- ## [147. Allow users to add new delivery addresses through your customer portal](https://community.triggre.com/t/147-allow-users-to-add-new-delivery-addresses-through-your-customer-portal/938)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [December 5, 2025, 10:11am UTC](https://community.triggre.com/t/147-allow-users-to-add-new-delivery-addresses-through-your-customer-portal/938 "2025-12-05T10:11:36Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Captain Customer, our free B2B customer portal template. Users can already place orders, but only back office staff can add new delivery a… --- ## [146. Allow users to add unregistered suppliers when requesting PO numbers](https://community.triggre.com/t/146-allow-users-to-add-unregistered-suppliers-when-requesting-po-numbers/937)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [November 28, 2025, 8:58am UTC](https://community.triggre.com/t/146-allow-users-to-add-unregistered-suppliers-when-requesting-po-numbers/937 "2025-11-28T08:58:54Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Percy Purchase, our free purchasing and budget management portal template. When a user requests a PO number (a Purchase Order number) but … --- ## [145. Automate different budget approvals per employee and department](https://community.triggre.com/t/145-automate-different-budget-approvals-per-employee-and-department/936)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [November 21, 2025, 8:23am UTC](https://community.triggre.com/t/145-automate-different-budget-approvals-per-employee-and-department/936 "2025-11-21T08:23:00Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending Percy Purchase, our free purchasing and budget management portal template. You will learn how to set automatic approval budgets for indivi… --- ## [144. Update mailing list when bookings or events are cancelled](https://community.triggre.com/t/144-update-mailing-list-when-bookings-or-events-are-cancelled/934)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [November 14, 2025, 8:23am UTC](https://community.triggre.com/t/144-update-mailing-list-when-bookings-or-events-are-cancelled/934 "2025-11-14T08:23:00Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Eddie Event”, our free event organizing template. In the previous episode, we automatically added participants to the email campaign of t… --- ## [143. Sync new event attendees with Mailchimp](https://community.triggre.com/t/143-sync-new-event-attendees-with-mailchimp/928)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [November 7, 2025, 10:03am UTC](https://community.triggre.com/t/143-sync-new-event-attendees-with-mailchimp/928 "2025-11-07T10:03:40Z")
In this episode of Triggre Weekend Masterclass, Eddie shows you how to extend “Eddie Event”, our free event organizing template, with an automated connection to your email marketing platform. When someone registers for a… --- ## [142. Automate event cancellations and refunds in your event portal](https://community.triggre.com/t/142-automate-event-cancellations-and-refunds-in-your-event-portal/927)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [October 31, 2025, 8:22am UTC](https://community.triggre.com/t/142-automate-event-cancellations-and-refunds-in-your-event-portal/927 "2025-10-31T08:22:00Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Eddie Event”, our free event organizing template. With this extension, you’ll learn how to let users cancel their booking and automatical… --- ## [141. Create an automated invoice system for your events](https://community.triggre.com/t/141-create-an-automated-invoice-system-for-your-events/925)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [October 24, 2025, 12:34pm UTC](https://community.triggre.com/t/141-create-an-automated-invoice-system-for-your-events/925 "2025-10-24T12:34:22Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Eddie Event”, our free event organizing template. Eddie shows you how to set a price for your event and automatically send a PDF invoice … --- ## [140. Manage participant allergies in your event registration portal](https://community.triggre.com/t/140-manage-participant-allergies-in-your-event-registration-portal/924)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [October 17, 2025, 8:26am UTC](https://community.triggre.com/t/140-manage-participant-allergies-in-your-event-registration-portal/924 "2025-10-17T08:26:27Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Eddie Event”, our free event organizing template. With this extension, you’ll learn how to add a feature that allows participants to indi… --- ## [139. Automatically send approved invoices to Exact Online via Zapier](https://community.triggre.com/t/139-automatically-send-approved-invoices-to-exact-online-via-zapier/921)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [October 10, 2025, 12:04pm UTC](https://community.triggre.com/t/139-automatically-send-approved-invoices-to-exact-online-via-zapier/921 "2025-10-10T12:04:01Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Oh-Em-Gee OCR”, our free OCR invoice automation template. With this extension, you’ll learn how to automatically send approved invoices t… --- ## [138. Automatically approve invoices with valid PO numbers](https://community.triggre.com/t/138-automatically-approve-invoices-with-valid-po-numbers/920)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [October 3, 2025, 7:17am UTC](https://community.triggre.com/t/138-automatically-approve-invoices-with-valid-po-numbers/920 "2025-10-03T07:17:00Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Oh-Em-Gee OCR”, our free OCR invoice automation template. With this extension, the system checks every uploaded invoice for a purchase or… --- ## [137. Automatically extract data from PDF invoices with Docparser](https://community.triggre.com/t/137-automatically-extract-data-from-pdf-invoices-with-docparser/919)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [September 26, 2025, 8:32am UTC](https://community.triggre.com/t/137-automatically-extract-data-from-pdf-invoices-with-docparser/919 "2025-09-26T08:32:24Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Oh-Em-Gee OCR”, our free OCR invoice automation template. OCR (Optical Character Recognition) is the technology that converts information… --- ## [136. Automatically set deadlines for country documents](https://community.triggre.com/t/136-automatically-set-deadlines-for-country-documents/918)
**Author:** [@Marta](https://community.triggre.com/u/Marta)\ **Replies:** 0\ **Last updated:** [September 19, 2025, 8:31am UTC](https://community.triggre.com/t/136-automatically-set-deadlines-for-country-documents/918 "2025-09-19T08:31:37Z")
In this episode of Triggre Weekend Masterclass, Eddie walks you through extending “Peter Plan”, our free resource planning portal template. You’ll learn how to automatically set deadlines for the country documents requir… [Next page](https://community.triggre.com/c/documentation/11.md?page=1)