Make Integrations Pack (Trello + Slack) — 8 Workflows

Name: Make Integrations Pack (Trello + Slack) — 8 Workflows
Brand: Neura Market
Price: 39.00 USD
Availability: InStock

Automate document data extraction from 8 apps with Koncile OCR workflows.

What This Pack Does

This pack includes 8 Make workflows that automate document data extraction using Koncile OCR. The workflows connect to various apps and services: Outlook, Dropbox, Bexio, QuickBooks, Trello, PandaDoc, Slack, and Gmail. They monitor specific sources (e.g., Outlook inbox, Dropbox folder, Trello cards, Slack files) for new documents (PDFs, images) and send them to Koncile OCR for data extraction. Extracted data can be exported as CSV or XLSX. The pack covers common document sources, enabling users to centralize OCR processing across multiple platforms. All workflows are customizable and importable into Make.

Who It's For

This pack is for operations teams, finance departments, and administrative professionals who regularly process documents from multiple sources. It suits anyone using Outlook, Gmail, Dropbox, Trello, Slack, Bexio, QuickBooks, or PandaDoc who needs to extract data from invoices, receipts, or other documents. It is also useful for developers or automation specialists building document processing pipelines.

Highlights

Extract data from Outlook attachments with OCR
Automate data extraction from Dropbox files
Process documents from Bexio and QuickBooks
Extract data from Trello card attachments
Handle Slack file attachments with OCR
Extract data from Gmail attachments

Included Workflows(8)

Example Use Case

Imagine a finance team that receives invoices via email (Outlook and Gmail), stores them in Dropbox, and manages projects in Trello and Slack. They could use the Outlook and Gmail workflows to automatically extract invoice data from attachments. The Dropbox workflow processes any PDFs added to a shared folder. The Trello and Slack workflows handle attachments from cards and messages. All extracted data is exported to CSV for reconciliation in QuickBooks, where the QuickBooks workflow further automates data extraction from existing invoices.