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Documentation Index

Fetch the complete documentation index at: https://docs.cradl.ai/llms.txt

Use this file to discover all available pages before exploring further.

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Before you begin

  • Ensure that you have an active Zapier account
  • Prepare a test document to upload when you run your Zap.

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Setting up your Zap

Follow these steps to set up your Zapier workflow with Cradl AI.
1

Add a Zapier trigger and export

In Cradl AI, open your agent and add a new trigger and export. Choose Zapier from the list of integrations. Copy the Client ID and Client Secret from the Zapier integration panel.
2

Add the Extract Data From Document action to your Zap

Add a new action step in your Zap and select Cradl AI as the app. For Action Event, choose Extract Data From Document.
Under Account, click Connect a new account and paste the Client ID and Client Secret you copied in Step 1, then click Continue.
3

Configure the action

Choose the Cradl AI Agent that should process the file. For Document (or File), select the file from your trigger step. For Action, choose the Zapier export you added to your Cradl AI agent. Optionally, set Filename to pass the original file name to your agent.
Pro tip: If you need to pass additional values to your agent, add them as Variables. They will be visible to other actions in your agent.
4

Test and publish

Run a test for the action and confirm a successful response and parsed output. Then Publish your Zap.
Your Zap now sends documents from Zapier to your Cradl AI agent.

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Troubleshooting

  • If Zapier reports 401 Unauthorized or 403 Forbidden, reconnect the Cradl AI account in Zapier using fresh credentials.
  • If no output appears, make sure the file type is supported and not encrypted. Try again with a small sample document.
  • If downstream steps can’t see fields, re-test the Cradl AI action in Zapier to refresh available output fields.