1.Detect new file in folder
Integrate OneDrive and intake inbox workflows to monitor new files arriving in your folder to start digitization.
Generate OCR PDF and deliver to accounting portal
Automatically monitor new files in your OneDrive intake folder across OneDrive, ConvertAPI PDF Tools, Microsoft Office 365, and Slack. Create and deliver searchable PDFs when files appear in the intake folder, filenames conflict, or OCR text extraction completes—so you can archive PDFs, send them to accounting intake, and notify finance without manual processing.
How this automation delivers searchable OCR docs to accounting
When new intake files land and OCR is not automated, delays can stall invoice processing and reporting. This automation converts and OCRs PDFs, archives them in OneDrive, sends them to accounting intake, and notifies finance—so bookkeepers act faster.
OneDrive (Englisch)or swap with your favorite app
2.Converts and OCRs to searchable PDF
Integrate ConvertAPI PDF Tools and OCR tools to enable attachment conversion, header merging, and OCR to output a searchable PDF URL.
ConvertAPI PDF Toolsor swap with your favorite app
3.Builds timestamped archival filename
Integrate Formatter by Zapier and formatting tools to generate a YYYY_MM_DD_HH_mm name and a short run id to avoid duplicates.
Formatter von Zapieror swap with your favorite app
4.Creates archival file in folder
Integrieren Sie OneDrive and file storage to create a new archival copy from the searchable PDF URL to save it in the formatted name.
5.Emails accounting intake with archive link
Integrate Microsoft Office 365 and email delivery tools to send the searchable PDF and include the archive link to accounting intake.
Microsoft Office 365or swap with your favorite app
6.Posts update to finance channel
Integrate Slack and team notifications to post the file link and status note to inform bookkeepers in the finance channel.
Slackor swap with your favorite app
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Explore all document digitization & OCR automations
Accelerate document intake with automated OCR extraction, file routing, and record creation
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Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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