
When this happens...

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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new idea is created.
Fetch ideas from the selected mission that were updated within the specified recent time window, returned newest first.
Action is the task that follows automatically within your Extracta.ai integrations.
Create an extraction that captures specified fields from your documents.
Update an extraction's name, description, language, processing options, and fields.
Retrieve details for a specific extraction, including its name, language, options, status, and fields.
Delete an entire extraction, a specific batch, or a single file.
Upload one or more files to an extraction for processing, and optionally add them to an existing batch.
Get extraction results and file links for a batch or a specific file.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Extracta.ai and Ideanote accounts to viaSocket. Once connected, you can set up a workflow where an event in Extracta.ai triggers actions in Ideanote (or vice versa).
Absolutely. You can customize how Extracta.ai data is recorded in Ideanote. This includes choosing which data fields go into which fields of Ideanote, setting up custom formats, and filtering out unwanted information.
The data sync between Extracta.ai and Ideanote typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Extracta.ai and Ideanote. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Extracta.ai is a cutting-edge AI tool designed to streamline data extraction processes. It leverages advanced machine learning algorithms to efficiently extract, process, and analyze data from various sources, making it an invaluable asset for businesses looking to enhance their data-driven decision-making capabilities.
Learn MoreIdeanote is an easier and faster way for companies to collect, collaborate and act on ideas from customers and employees.
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