Automate Data Extraction from OneDrive Documents to CSV/XLSX
Automatically monitor a OneDrive folder for new PDF or image files, extract data using Koncile OCR, and export the results to structured formats like CSV or Excel.
This workflow automates the process of extracting specific data fields from documents stored in OneDrive. By leveraging Koncile's advanced OCR capabilities, you can extract essential information such as invoice numbers, dates, and client details. The extracted data is then formatted into CSV or Excel files, making it easy to integrate into dashboards or further process in applications like Google Sheets, Airtable, or Notion. This setup is particularly beneficial for finance, HR, legal, and compliance tasks, streamlining document handling and data processing.
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How to import this workflow into Make
- 1Purchase or download the workflow to get the Make blueprint JSON file.
- 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
- 3Reconnect each module to your own app connections when prompted.
- 4Run the scenario once to verify it, then set your schedule and turn it on.
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