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Extract data from documents in OneDrive and download CSV/XLSX

Make.com3 modulesv1.0

NotionAirtableGoogle Sheets

Monitor a OneDrive folder for new PDF or image files, and automatically send them to Koncile’s OCR engine for data extraction. Select the specific fields you want to extract in your Koncile template (e.g. invoice number, dates, client info, contract clauses). Documents are processed in real time or at scheduled intervals. This template is ideal for automating workflows in finance (invoice OCR), HR (payslips, contracts), legal, or compliance (KYC). Once processed, the data extracted can be exp

At a glance

Extract data from documents in OneDrive and download CSV/XLSX is a ready-made Make.com workflow you import as a blueprint JSON file — no build required. It connects Notion, Airtable, Google Sheets. It's free to download. Follow the 5-step import below to go live in minutes.

Platform: Make.com
Connects: Notion, Airtable, Google Sheets
Modules: 3
Price: Free
Version: v1.0

About this workflow

Monitor a OneDrive folder for new PDF or image files, and automatically send them to Koncile’s OCR engine for data extraction.

Select the specific fields you want to extract in your Koncile template (e.g. invoice number, dates, client info, contract clauses). Documents are processed in real time or at scheduled intervals.

This template is ideal for automating workflows in finance (invoice OCR), HR (payslips, contracts), legal, or compliance (KYC).

Once processed, the data extracted can be exported in structured formats (CSV, Excel, JSON), used in dashboards, or sent to tools like Google Sheets, Airtable or Notion.

⚡ This is a predefined template that simplifies the setup of your scenario. You can customize it as needed to match your exact use case.

How to import this Make.com workflow

1
Download the blueprint JSON file after purchase.
2
Open Make.com → go to Scenarios → click Import Blueprint.
3
Select the downloaded JSON file and confirm.
4
Connect your app credentials in each module.
5
Run once manually to test, then activate the schedule.

Setup guide

Step 1: Connect your apps

Log in to your Make.com account and open the Connections tab. Click “Add connection” and select Notion from the app list. Enter your Notion credentials to authorise the connection...

Step 2: Import the blueprint JSON

Download the blueprint JSON file from your purchase page. In Make.com, go to Scenarios → Import Blueprint and upload the file. All modules and connections will be pre-configured...

Setup guide included

Purchase to unlock the full step-by-step guide

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