Skip to main content

​
Introduction

In this guide, we’ll walk through sending a document from Zapier to your Cradl AI agent for extraction. From there, you can pass the results to other actions in your Zap.

​
Before you begin

Make sure you have:
  • A Zapier account
  • A sample document to test the export

​
Setting up your Zap

In the following steps, we’ll create a Zap, add the Cradl AI action, and map the document content to process.
1

Add a Zapier trigger

In Cradl AI, open your agent and add a new trigger. Choose Zapier from the list of integrations. Copy the Client ID and Client Secret from the Zapier integration panel.Copy Client ID and Client Secret from the Cradl AI 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.
Add a new action step in ZapierAdd a new action step in Zapier
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. Optionally set Filename to pass the original file name to your agent.Configure the Cradl AI action in Zapier
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.

​
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.
⌘I