Purchase orders Automation, Instant PDF -> Pipedrive importing. Has anyone tried yet?
M4t1c
Member Posts: 3 VERIFIED MEMBER
Has anyone tested OCRs or some other PDF readers, that would automatically import your PDF POs into ERP/CRM? Trying to get this part of business automated and use less time-consuming human work.
How many orders a day do you receive? At what stage do you think OCR becomes worth it?
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Answers
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You could use the AI capabilities in nocode platforms like Glide to automate this. Even automation platforms should be able to get you there: Make/Integromat or Zapier or Relay.app.
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