Zap 1

Zap 2

Prerequisite: Configure 1040 extractions in Sensible
Follow the steps in Getting started with out-of-the-box extractions to configure extracting data from a 1040 tax form.Prerequisite: Configure Google accounts
- Choose a Gmail account for the Zaps. Send a test email to it with an example 1040 document attached and make sure the subject line includes the text
1040
. - Create an empty Google Drive folder as a destination for the spreadsheets of extracted data.
- (Optional) In the Google Drive folder, create a spreadsheet named
Zapier-Sensible Extractions Logs
to log each time the Zaps run. Create columns to record information about each extraction, for example,Extraction ID
,Extraction Date
,Email link
, andExtraction link
.
Zap 1: Extract emailed 1040 doc with Sensible
See the following steps to configure Zap 1Zap 2: Upload extraction as spreadsheet to Google drive, if it’s a 1040
See the following steps to configure Zap 2.(Optional) Test your integration
Congratulations, your integration is now published and running! Take the following steps to continue populating a Google folder from example documents:- Email the following example 1040 documents to the Gmail account, ensuring that they match the search criteria you created in Zapier:
- Zapier can take up to 15 minutes to pull data from Sensible. To avoid waiting, navigate to the Zaps tab in Zapier, right-click the Zap’s ellipsis (…) icon and click Run.
- Wait a few minutes, then verify the extractions show up in your Google Drive folder as spreadsheets:
- Verify the extractions show up in your optionally configured logs:
Notes
General Limitations- You can configure single-value field output with the Sensible-Zapier integration. For multi-value output such as tables and sections, you can compile document extractions into a spreadsheet or CSV file using Sensible’s API. For more information, see SenseML to Excel reference.
- You can extract from single-document files with Zapier. If you want to extract from portfolio files (documents that contain multiple documents, for example, insurance application bundles), use the Sensible app, API, or SDK.
- If you select New file in folder event in Google drive folder as the trigger for the Sensible action, Zapier ignores uploaded files whose create or modified date is older than 4 days.
- When setting up the Sensible action, run an extraction on the same file you intend to use for your Zapier sample setup a minute or so before you start configuring the Zap in order to get sample data. Otherwise, Zapier returns an incomplete extraction during configuration.