Integrate with Excel

Overview

Excel is a widely used spreadsheet tool that helps users organize, analyze, and visualize data. Cradl AI’s integration with Excel, through platforms like Zapier or Power Automate, enables you to automate the process of extracting data from documents and sending it directly into your spreadsheets as structured data. This integration helps streamline document workflows by automating manual data entry.

How to use

• Set up a Zapier or Power Automate workflow. Use the “Document Parsing Completed” trigger from Cradl AI to export the extracted data.
• Choose an Excel action, like adding rows or creating a new spreadsheet, to send the parsed data into your Excel file.
• Configure the action to map the extracted fields from Cradl AI into the relevant columns in your Excel sheet.