Intelligent Document Processing connector

In our integrations module, we now have an Intelligent Data Processing (IDP) connector to extract data from documents, such as email attachments or documents from other workflows, and take specific actions like autofilling and submitting forms in a process, board, or dataform, and autopopulating dataset records.

Additionally, the extracted data can be mapped to a custom JSON schema, allowing you to use the data according to your requirements.

For example, you can use Microsoft Outlook as the trigger and extract data from the invoice document in the mail attachment. With the IDP connector, you can automate data extraction from these invoices to either autofill and submit form fields or create dataset records of the invoice details, streamlining your workflows and reducing manual data entry.

For more details, check out the documentation.