1.Detects new intake record
Integrate Airtable and database workflows to start processing for new intake records.
Populate records from scanned registration PDFs into database
Automatically monitor new intake records in Airtable and pull the matching registration PDF from Google Drive. Create and update records when PDFs are detected or OCR finishesβso you can extract fields, attach audit files, and keep processing moving without manual data entry.
How this automation populates database records faster
When new intake records arrive in Airtable, delays and errors can stall processing. This automation finds the PDF in Google Drive, runs OCR, and updates the matching Airtable row with extracted fields and the original fileβso your team can keep records complete.
Airtableor swap with your favorite app
2.Finds matching PDF file
Integrate Google Drive and document repositories to find the registration PDF in the intake folder.
Google Driveor swap with your favorite app
3.Posts file to OCR endpoint
Integrate Webhooks by Zapier and OCR services to upload the PDF and capture the returned job id.
Webhooks by Zapieror swap with your favorite app
4.Waits before polling OCR status
Integrate Delay by Zapier and job scheduling tools to wait before checking the OCR job result.
Delay by Zapieror swap with your favorite app
5.Polls OCR job status
Integrate Webhooks by Zapier and analytics tools to poll until the OCR job completes and returns parsed JSON.
6.Truncates identifiers for matching
Integrate Formatter by Zapier and data validation tools to truncate identifiers for accurate record matching.
Formatter by Zapieror swap with your favorite app
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Accelerate document workflows with automated file capture, data extraction, and record routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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