Extract data from documents in OneDrive and download CSV/XLSX
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About template
Monitor a OneDrive folder for new PDF or image files, and automatically send them to Koncile’s OCR engine for data extraction.
Select the specific fields you want to extract in your Koncile template (e.g. invoice number, dates, client info, contract clauses). Documents are processed in real time or at scheduled intervals.
This template is ideal for automating workflows in finance (invoice OCR), HR (payslips, contracts), legal, or compliance (KYC).
Once processed, the data extracted can be exported in structured formats (CSV, Excel, JSON), used in dashboards, or sent to tools like Google Sheets, Airtable or Notion.
⚡ This is a predefined template that simplifies the setup of your scenario. You can customize it as needed to match your exact use case.
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