Zapier tutorial

This topic describes sending extracted data from example documents into an Airtable database using Sensible's Zapier integration.

Create an example Sensible extraction

To configure Zapier, you'll use a recent example of a document extraction. Follow the steps in PDF to Excel quickstart to create a JSON extraction from an example 1040 tax form.

Create an empty destination database

Before you can integrate Sensible with Airtable, you need to set up a destination in Airtable to hold the extracted data Sensible creates. Take the following steps:

  1. Sign in or create an Airtable account.
  2. Navigate to the example Sensible test base, and click Copy base. Or, create your own Airtable destination using the following image as a guide:

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The example base contains a field, or column, for each piece of document data to extract. Zapier adds a record, or row, for each new document you extract from.

  1. (Optional) examine the example extraction you created in the previous section. To add more data from the extraction, create corresponding Airtable fields. For example, create a Total taxes owed field.

Configure Zapier

Take the following steps to connect Sensible to Airtable using Zapier:

  1. Sign in or create a Zapier account.
  2. Navigate to the Sensible example Zap, and click Try this Zap.
  3. Take the following steps to connect your Sensible account to Zapier:
    1. Click to expand the Trigger section.
    2. Click to expand the Choose account section, then follow the prompts to enter your Sensible API key.
  4. In the Set up trigger section, select the tax_forms document type you created in the previous steps, select the Production environment, and select the Complete status.

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  1. Continue to the Test trigger section and follow the prompts to test. Verify that the recent document extraction you created in previous steps is selected:

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  1. Continue to the Action section and follow the prompts to connect your Airtable account to Zapier.
  2. In the Set up action section, map Sensible extracted field ids to the corresponding Airtable field names. Zapier displays the data from the recent document extraction as examples. Use the following screenshot to complete the configuration:

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  1. (Optional) If you created extra fields in the database, map each one.

  2. Follow the prompts to test the action. You should see the extracted data from the 1040 example document as a row in Airtable:

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  1. Follow the prompts to publish your Zap.

(Optional) Test your integration

Congratulations, your integration is now published and running! Take the following steps to continue building a database from example documents:

  1. Navigate to the Sensible quick extraction tab.

  2. Upload and run extractions for the following example 1040 documents:

  3. Verify the extractions show up in Airtable:

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Zapier can take up to 15 minutes to pull data from Sensible. To avoid waiting, manually run the Zap in the Zap list.

(Optional) Scale up

You can extract from more documents automatically by building a more complex Zap so that you can trigger Sensible extractions with file actions in Google drive, email, or other supported Zapier apps.
Then send the extraction to the destination of your choice with a Sensible action. For more information, see Sensible action.Click to enlarge