SenseTask OCR integration + notifications

sensetask uses ai and ocr (optical character recognition) to automate data entry from paper based documents in this use case we'll show you how to use data from sensetask using webhooks in a workflow that sends notifications prerequisites procesio account sensetask account smartbill account (optional) webhook step 1 in your procesio account navigate to automation step 2 select webhooks and click create webhook step 3 give your webhook a name and copy the link from webhook url step 4 open a new tab and navigate to your sensetask account step 5 click the settings widget located in the upper right corner step 6 expand the developers dropdown and select webhooks step 7 click create new webhook and in the popup enter description give it a description/name endpoint url paste the webhook url saved in step 3 select events to listen to choose the option that best suits what you need step 8 click create step 9 switch back to procesio and click start listening (this will listen by default for a maximum of 5 minutes) step 10 drag the invoice in the sensetask files section (for this demo we used an invoice created with smartbill) and click start uploading and processing after the file is processed click review all from the upper right corner step 11 navigate back to procesio to see the result received by the webhook step 12 click save create the process step 1 in your procesio account navigate to the process designer section and click create new step 2 give your process a name step 3 click the webhooks widget located in the upper right corner step 4 add the configurations and click save select webhook select the webhook we created in the previous section add one or more rule to allow decide if you want to allow the webhook to run the process in our example i just checked if a certain node is not empty step 5 create the variables we will use in our process sensetasknotification was created by the webhook and it contains the data we receive from sensetask dateregistered is a datetime variable month is a integer variable step 5 drag the following processes on the canvas and configure them step 6 the today action we will use the <%dateregistered%> <%dateregistered%> variable to store the current date step 7 the get month action we will use the value of the <%dateregistered%> <%dateregistered%> variable to get the month the webhook data was received and store it in the <%month%> <%month%> variable step 8 the send email action select the smtp server credential that will be used click the send email button we will add the <%month%> <%month%> variable in the subject to help the recipient group them by month and in the body we will use the insert key to add the the <%senstsknotification%> <%senstsknotification%> to add the data inside the email in text form the email will be sent to the email address you specified in the to input text area step 9 save and validate the process step 10 add another bill to your sensetask account step 11 check your email account