Automate Document Data Extraction from Bexio Using Koncile OCR
This workflow automates the process of extracting data from documents stored in Bexio using Koncile's advanced OCR capabilities. It streamlines document management and data processing.
The workflow begins by triggering file retrieval from Bexio, followed by searching for specific files based on set criteria. Once the files are identified, they are downloaded and processed using Koncile's advanced OCR technology to extract relevant data. This automation enhances efficiency by reducing manual data entry and improving data accuracy.
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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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