The solution: Automatically create new Airtable records with data extracted from parsed Parsio documents. The challenge: You have valuable data in your email, but finding what you need quickly is impossible. You can log the important info without copying and pasting between apps. For example, if your tables were created for each month, make a Month field. Your first step in combining multiple tables is to create a field in every table that will capture what is different about each table. Fortunately, you can create a simple Zap-the automated workflows you create with Zapier- and automatically create a new Airtable record whenever there's a new parsed document in Parsio. Airtable-Zapier-Google Doc (mail merge) Topic Options Airtable-Zapier-Google Doc (mail merge) posted 10:20:02 AM Topic Labels: Integrati4 Hairtable 6 - Interface Innovator Post Options 10:20 AM There’s an option to create a Zap from a New Record in View Trigger to Create a (Google) Document from a Template. Add a field to hold the name of the table for every table that will be merged. Think of Parsio as that friend who always finds buried treasure in a trash heap.īut once Parsio extracts the data you need, you still have to send it somewhere. Click Review duplicates when youre ready to start deduping your records. Luckily, Parsio's pre-trained models can pull data from invoices, receipts, ID documents, and much more. Once youve picked your field or fields for duplicate finding and determined how strict you want the duplicate search process to be, the dedupe extension will show how many sets of duplicate are in your table or view, plus a preview of those duplicates. Everything works as intended except that the. I have a Zap set up to trigger on an email to a Zapier email address () and then create a new record in Airtable, including taking a forwarded attachment and adding it to an Airtable attachment field. Have you ever tried to copy and paste info from a PDF? It's a disaster. Zapier Email sending attachment to Airtable - file name and type. When making the Zap, you can decide whether you want Airtable to be the trigger app or the action app. How to send emails for new Airtable records. From the home page, click the 'Make a Zap' button. Zapiers automation tools make it easy to connect Airtable and Google Sheets. Where Parsio stands out from other email parsers is its AI-powered PDF and image attachment parsing. Set up the Airtable trigger, and make magic happen automatically in Google Sheets. Parsio extracts specific information from messages and attachments and organizes the data so other apps can use it. That's why email parsers like Parsio are must-have tools in your digital toolkit. Unfortunately, you have to dumpster dive through the mountains of unread messages to find that critical attachment or that recurring subscription you need to cancel. You have valuable information stored in your email.
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