How to Extract OCR and PDF Data Using Zapier

Zapier is a powerful automation tool that allows users to connect different apps and automate workflows. One of the many things that Zapier can do is extract data from OCR and PDF files. This can be incredibly useful for businesses and individuals who need to process large amounts of data quickly and efficiently. In this article, we will explore how to extract OCR and PDF data using Zapier.

OCR stands for Optical Character Recognition, which is a technology that allows computers to recognize text within images. PDF, on the other hand, stands for Portable Document Format, which is a file format used to present documents in a manner independent of application software, hardware, and operating systems. Extracting data from OCR and PDF files can be a time-consuming and tedious task, but with Zapier, it can be done quickly and easily.

Step 1: Choose the OCR or PDF app you want to use

The first step in extracting OCR and PDF data using Zapier is to choose the app you want to use. There are several OCR and PDF apps available on Zapier, including Adobe Acrobat, Google Drive, and Microsoft OneDrive. Choose the app that best suits your needs and sign in to your account.

Step 2: Create a Zap

Once you have chosen your OCR or PDF app, it’s time to create a Zap. A Zap is an automated workflow that connects two or more apps. To create a Zap, click on the “Make a Zap” button in your Zapier dashboard.

Step 3: Choose the trigger app

The next step is to choose the trigger app. The trigger app is the app that will initiate the workflow. For example, if you want to extract data from a PDF file every time a new file is added to your Google Drive folder, then Google Drive would be the trigger app.

Step 4: Set up the trigger

Once you have chosen the trigger app, it’s time to set up the trigger. This will vary depending on the app you are using, but generally, you will need to specify the folder or location where the OCR or PDF files are stored.

Step 5: Choose the action app

The next step is to choose the action app. The action app is the app that will perform the desired action, such as extracting data from the OCR or PDF file. Again, this will vary depending on the app you are using, but generally, you will need to choose an app that can extract data from OCR or PDF files.

Step 6: Set up the action

Once you have chosen the action app, it’s time to set up the action. This will also vary depending on the app you are using, but generally, you will need to specify what data you want to extract from the OCR or PDF file.

Step 7: Test the Zap

Once you have set up the trigger and action, it’s time to test the Zap. This will ensure that everything is working correctly and that data is being extracted from the OCR or PDF file as expected.

Step 8: Turn on the Zap

Once you have tested the Zap and everything is working correctly, it’s time to turn it on. This will automate the workflow and ensure that data is extracted from OCR or PDF files every time a new file is added to your specified folder or location.

In conclusion, extracting OCR and PDF data using Zapier can be a powerful tool for businesses and individuals who need to process large amounts of data quickly and efficiently. By following these simple steps, you can automate the process of extracting data from OCR and PDF files and save yourself time and effort.

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• Source: Plato Data Intelligence.