An AI document extraction & content analysis platform that transforms unstructured files (PDFs, images, URLs, etc.) into structured data.
Extracta.ai currently provides 2 triggers that can start a workflow and 3 actions a workflow can run. Use those building blocks to connect product and engineering activity to the customers and work it affects.
New Document Processed
Triggers when a document extraction is successfully processed.
Extraction Failed
Triggers when a document extraction fails.
Extract File Data
Upload a file and immediately receive extracted content
Upload File
Uploads document for extraction
Get Extraction Results
Fetches successful data from extraction. Note: The API recommends a 2-second delay between requests to avoid rate-limiting.
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Extracta.ai event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
New Document Processed
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Extracta.ai action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Extract File Data
Combine Extracta.ai with another integration and Coherence records to connect product and engineering activity to the customers and work it affects.
Starts with
New Document Processed
Finishes with
Extract File Data, then preserve the outcome in Coherence
The exact authentication fields depend on Extracta.ai. The workflow structure stays straightforward:
Authorize the Extracta.ai account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Extracta.ai or provide a complementary trigger or action.
Extracta.ai currently provides 2 triggers that can start a workflow and 3 actions a workflow can run. Use those building blocks to connect product and engineering activity to the customers and work it affects.
Extracta.ai currently lists 2 triggers and 3 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Extracta.ai triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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