1.Moves new file to processing
Integrate Google Drive and file workflow tools to move incoming files into a processing folder for parsing.
Track and enrich new cloud files into records
Automatically ingest new files in a Google Drive folder and route them through document parsing with PDF.co across Google Drive, PDF.co, Code by Zapier, and Airtable. Create records with extracted identifiers, and archive processed files so you can triage faster without manual file handling.
How this automation tracks your document intake
When new files land in a monitored Google Drive folder, uploads can sit unattended and reviewers lose time locating and triaging the right content. This automation moves files for processing, parses document text, extracts identifiers, and creates Airtable tracking recordsβso your team can triage faster.
Google Driveor swap with your favorite app
2.Parses document text
Integrate PDF.co and OCR tools to extract raw text and basic OCR outputs from the new document.
PDF.coor swap with your favorite app
3.Extracts identifiers with logic
Integrate Code by Zapier and parsing logic to extract message identifiers and produce structured fields.
Code by Zapieror swap with your favorite app
4.Creates record with metadata
Integrate Airtable and record databases to create a tracking record with file link, title, date, and metadata.
Airtableor swap with your favorite app
5.Moves file to processed archive
Integrate Google Drive and archive workflows to move the file into a processed folder and mark completion.
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Explore all document processing automations
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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