Data from itinerary PDFs — into a spreadsheet automatically

Upload itinerary PDFs — the scenario extracts their data into okoCrm and sends a confirmation to SendGrid.

  • Handles a batch of PDFs at once
  • Data sorted into columns
  • Logged to okoCrm
  • Confirmation to SendGrid
n8n Form
Set it up for yourselfScriptera

How it works

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

  1. Starts when: Form receives multiple PDF files
  2. Then: Split Files processes each PDF individually
  3. Check: Loop Over Items ensures each document
  4. Then: Analyzes & extract PDF
  5. Then: Extracted information to Google Sheets
  6. Then: Create Email
  7. Then: email confirmation sent with results
  8. Then: OpenAI Chat Model

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

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