Data from documents into a sheet — automatically

Upload a file to storage — the scenario prepares the document, the AI extracts the data and adds it as a row to the sheet, then files the document into a «done» folder.

  • Picks up the file right after upload
  • Prepares the document for reading
  • The AI extracts the data you need
  • Adds it to the sheet and archives the file
Google DriveIlovepdf
Set it up for yourselfScriptera

How it works

To move data from okoCrm to Google Drive automatically, use a ready-made scenario — no manual exports.

  1. Starts when: When clicking ‘Test workflow’
  2. Then: Get token
  3. Then: get server get task
  4. Check: Merge
  5. Then: upload pdf
  6. Then: convert to jpg
  7. Then: download file
  8. Check: Switch
  9. If yes: Compression
  10. Then: AI Agent
  11. Then: Airtable
  12. Then: move file to done
  13. Then: Google Gemini Chat Model
  14. Then: Structured Output Parser
  15. Then: Download file
  16. Starts when: Upload your file to google drive

You can launch this okoCrm + Google Drive integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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