Create a keyword rule

Keyword rules read text on an invoice and apply a value to a document field — for example, finding a project code in the invoice body and setting the Project dimension automatically.

What does a keyword rule do?

When a document is processed, Nordflow scans all text on the invoice against your keyword rules. If a rule’s trigger text is found, the rule sets the field you specify to the value you choose. This coded field can then drive routing via a first-approval rule.

Where: Approval flow → Keywords

1. Click Add keyword.
2. Enter the trigger text — the string to look for on the invoice. The match is case-insensitive and looks for the text anywhere on the document.
3. Select the field to set — for example, Project, Department, Supplier, or a custom dimension.
4. Enter or select the value to apply when the rule matches.
5. Click Save.

Example

If invoices for a specific cost center always include the text “CC-400” somewhere in the body, create a keyword with trigger text CC-400, set the field to your cost-center dimension, and apply the value for that cost center. Every matching invoice is coded automatically.

Related: Add conditions to a keyword rule · Create a first-approval rule · How keyword rules work