Automate AlgoDocs to Gmail: Export Data with Zapier

Say goodbye to manual data transfer!  This video demonstrates how to use Zapier to automate the export of data from AlgoDocs to Gmail. Discover how to link your accounts, create new data triggers, and get notification emails when information is extracted. AlgoDocs is a robust artificial intelligence platform that can extract data, including handwriting and tables, from PDFs and photos. Data can be integrated with accounting software or exported in a variety of formats. Start using the free plan of AlgoDocs (50 pages per month). 

Try AlgoDocs for free: https://www.algodocs.com/

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Hi everyone, Joel is here. Today, we’ll automate data export from AlgoDocs to Gmail using Zapier. Let’s dive in!

Zap Creation

Head to zapier.com and sign in if you have an account. If not, signing up is quick and easy.

Once logged in, you’ll see your Zapier dashboard. Click the “Create Zap” button.

Trigger: AlgoDocs Extracted Data

We want AlgoDocs to trigger the automation. In the “Choose app & event” section, select AlgoDocs as the first app and “Extracted data available” as the trigger.

Connecting AlgoDocs

Zapier will ask you to connect your AlgoDocs account. To do this, you’ll need your AlgoDoc API key, which you can generate within AlgoDocs itself (link not included for security).

After connecting, choose the folder containing the data you want to extract (e.g., task data) and the specific extractor you created for that data.

Test the Trigger (Optional)

To ensure everything works, click “Test Trigger.” If no data is found, revisit AlgoDocs and upload a file for extraction using the chosen extractor. Then, return to Zapier and retest.

Action: Send Email in Gmail

Now, let’s define what happens when data is extracted. Choose Gmail as the next app and “Send email” as the event.

Connect your Gmail account to Zapier.

Customize the Email

Fill in the recipient email addresses (including yours for testing). Optionally, add a CC or BCC.

Set the sender name (e.g., Joel) and email subject (e.g., Extracted Data Available).

In the email body, use dynamic fields to insert relevant information. For example, include links to the original file and extracted data using fields like “[Original File]” and “[Extracted Data]”.

Test and Turn it On!

Click “Test & Continue” to send a test email with the extracted data links.

If everything looks good, rename your Zap for easy identification (e.g., Extract Data: AlgoDocs to Gmail). Finally, click “Publish” to activate your Zap.

Conclusion

Congrats! You’ve successfully created a Zap that automatically sends extracted data from AlgoDocs to your Gmail when new data becomes available.

For any questions, you can always reach out to us. Thanks for watching, and keep exploring the power of AlgoDocs!