Client onboarding from documents — the record fills itself in

A client file lands in the folder — the scenario reads it, extracts the data, fills in the record in your spreadsheet and notifies the team.

  • Zero retyping — the data comes straight from the document
  • The document stays searchable by meaning
  • The record is updated, not duplicated
  • The team hears about the new client immediately
Google DrivePinecone Vector StoreEmbeddings Azure OpenAIDefault Data Loader
Connect Postgres PGVector Store and launchScriptera

How it works

To get Postgres PGVector Store notifications in Microsoft Teams, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: Google Drive Trigger
  2. Then: Download file
  3. Then: Extract from File
  4. Then: AI Agent4
  5. Check: If
  6. If yes: Pinecone Vector Store
  7. Then: AI Agent
  8. Then: Append or update row in sheet
  9. Then: Send a message1
  10. If no: AI Agent5
  11. Then: Pinecone Vector Store9
  12. Then: AI Agent6
  13. Then: Edit Fields
  14. Then: Pinecone Vector Store8
  15. Then: Embeddings Azure OpenAI
  16. Then: Default Data Loader
  17. Then: Recursive Character Text Splitter
  18. Then: Azure OpenAI Chat Model
  19. Then: Structured Output Parser
  20. Then: Pinecone Vector Store1
  21. Then: Embeddings Azure OpenAI1
  22. Then: Reranker Cohere
  23. Then: Azure OpenAI Chat Model4
  24. Then: Pinecone Vector Store6
  25. Then: Embeddings Azure OpenAI6
  26. Then: Reranker Cohere4
  27. Then: Structured Output Parser3
  28. Then: Azure OpenAI Chat Model5
  29. Then: Pinecone Vector Store7
  30. Then: Embeddings Azure OpenAI7
  31. Then: Get row(s) in sheet in Google Sheets1
  32. Then: Embeddings Azure OpenAI8
  33. Then: Reranker Cohere5
  34. Then: Structured Output Parser4
  35. Then: Embeddings Azure OpenAI9
  36. Then: Reranker Cohere6
  37. Then: Azure OpenAI Chat Model6
  38. Then: Auto-fixing Output Parser1
  39. Then: Structured Output Parser5

You can launch this Postgres PGVector Store + Microsoft Teams integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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