Plex document automation
Stop keying documents into Plex
DynamoDocs captures your invoices, purchase orders, and RFQs from email or upload, reads them with AI, validates every field, and posts them into Plex. Your team reviews the exceptions instead of retyping every document.
30-minute session · run against your own Plex document types · no commitment
The short version
DynamoDocs automates document data entry into Plex. Invoices, purchase orders, and requests-for-quote arrive by email or upload in any common format. AI reads and classifies each one, the data is checked automatically, and approved records are posted into Plex through the Plex REST API and data sources. Plex (Rockwell) is a cloud-native manufacturing platform built for the plant floor, where AP and order entry compete with production for attention.
The mapping
How your documents land in Plex
A point-and-click field mapper shapes each record into what Plex expects, so there's no JSON to hand-edit.
Invoice →
Becomes an AP voucher in Plex, with header and line items mapped and validated before posting.
Purchase order →
Becomes a sales order, with required fields enforced so nothing posts half-filled.
RFQ →
Becomes a quote, ready for your team to act on without retyping.
Connection
DynamoDocs connects via the Plex REST API and data sources, tested live before saving and with credentials encrypted at rest.
Specific to Plex
How DynamoDocs fits Plex
REST data sources
Connects through the Plex REST API and configured data sources, no on-site middleware.
Native records
Posts AP vouchers, sales orders, and quotes in your Plex Control Panel.
PCN-aware
Maps to the correct Plex Customer Number (PCN), part numbers, and customers.
The business case
What manual entry is costing you
Drag the sliders to model your own volume. Defaults are deliberately conservative.
Hours given back / month
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Estimated labor saved / year
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Before error-correction and faster close.
Manual touches eliminated / month
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Monthly keying labor, before vs after
Want this modeled on your real numbers? See it on your documents
Plans start at $1,500/mo, a fraction of the labor above. See pricing
Built for Plex teams
What people search for
DynamoDocs does each of these for Plex.
Config over code
Add a document type or field in Settings; the AI prompt and review screen update automatically. No redeploy.
Review only exceptions
Clean documents post to Plex automatically; flagged ones land in a queue, each problem tied to the exact field.
Train on your documents
Upload a few real samples and the extractor learns your vendors' layouts before anything goes live.
Secure & isolated
One private instance per customer; credentials encrypted with AES-256-GCM and never shown to the browser.
Questions, answered
Plex automation FAQ
Can DynamoDocs automate invoice entry into Plex?
Yes. DynamoDocs captures invoices from email or upload, extracts every field with AI, validates them, and posts each one into Plex as an AP voucher via the Plex REST API and data sources. People only review the exceptions.
Does it handle purchase orders and RFQs for Plex too?
Yes. The same pipeline turns purchase orders into a sales order and requests-for-quote into a quote in Plex. A visual field-mapping engine shapes each record into exactly what Plex expects.
How does DynamoDocs connect to Plex?
Through the Plex REST API and data sources. You can test the connection from the Settings screen, and a new target runs in simulation mode until you switch it live, so you can confirm the mapped payload is exactly right before anything posts to Plex. Credentials are encrypted at rest and never shown back to the browser.
How much time and money does Plex automation save?
Keying one document into Plex typically takes 5–10 minutes and costs $2–$6 in labor. DynamoDocs does it in seconds and only flags exceptions for review, which commonly cuts document-handling labor by 80–95%.
Do we need a developer to set up Plex automation?
No. Document types, fields, validation rules, and the Plex field mappings are all configuration edited in a Settings UI, not custom code.
See it run against your Plex
Bring a real invoice, PO, or RFQ and watch it go from inbox to posted in Plex in about 30 minutes. We'll work out what it saves you.
Plex automation by industry
Run a different ERP?