1.Detect card moved to onboarding list
Trello to detect new onboarding cardsとtax documents attached and to start the extraction workflow.の統合
Extract tax ID from uploaded document and update records
Automatically detect cards moved to the configured onboarding list across Trello and your document automation stack. Create and update when cards move to onboarding, tax documents are attached, or tax IDs are extracted—so you can update records, append your sheet, and email confirmations without manual data entry.
How this automation protects your tax ID accuracy
When tax IDs stay trapped in PDFs after onboarding moves, errors can slip into records and confirmations stall. This automation finds the right document, converts it for analysis, extracts the tax ID, and updates Trello and Google Sheets while sending a Gmail confirmation—so your team can keep data accurate without manual retyping.
トレロor swap with your favorite app
2.Find the matching source file
Integrate Google Drive and indexing tools to search a configured folder and to locate the correct PDF by card details.
Googleドライブor swap with your favorite app
3.Convert PDF page one to image
Integrate CloudConvert and document conversion tools to export page one as a high resolution image for analysis.
クラウドコンバートor swap with your favorite app
4.Save image back to Drive
Integrate Google Drive and storage tools to save the converted image and to provide the URL for extraction.
5.Extract tax ID from image
Integrate ChatGPT (OpenAI) and image analysis tools to extract the tax ID and confidence note from the image URL.
ChatGPT（OpenAI）or swap with your favorite app
6.Update card with extracted tax ID
Integrate Trello and workflow fields to add the extracted tax ID to the card description or custom field.
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