How do you extract data from your documents on Google Drive with Make?

1) Upload your files to Google Drive

Get started simply: put your documents in a dedicated Google Drive folder. Whether invoices, contracts, packing lists or HR documents, everything is ready to be processed automatically via a OCR.

2) Define the fields you want to extract on Koncile

On Koncile, select the type of document and specify the data to be extracted (amounts, dates, names, numbers, etc.). Our intelligent OCR recognizes the structure, even on complex or non-standardized formats.

You can create repeated fields to automatically capture rows in a table, such as those in a invoice. All you have to do is define a “repeated” section in your model, then specify the columns to be extracted (product name, reference, quantity, price...).

Koncile detects each line and applies the defined structure, even across multiple pages. Result: all transactions are extracted cleanly, line by line, without complex configuration.

3) Use a Make scenario

Connect your tools with an ultra-simple Make scenario:

Trigger : a new file arrives in the Google Drive folder

Action : Koncile reads the document and extracts the targeted data

Output : the data is sent to the tool of your choice (Google Sheet, webhook, Airtable, CRM...)

No code, 100% automated.

4) Consult your data directly on Google Sheet

In a few seconds, the extracted data is found in a Google Sheet table, ready to be filtered, shared, or integrated into your monitoring.

5) Or consult the data in CSV format

Do you need archiving or importing into a tool? The scenario can also generate a ready-to-use CSV file, with the correct column titles and extracted data, row by row.

6) What to remember