Airtable

How to implement OCR in Airtable for scanning documents?

Discover the secrets to integrating OCR in Airtable for flawless text extraction from documents! This straightforward guide walks through each step to radically enhance your workflow.

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Overview

Integrating OCR (Optical Character Recognition) in Airtable for document scanning means blending outside OCR services with Airtable’s robust database functions. This way, snapped pictures or PDFs turn into editable and searchable info. It’s a big help for speeding up data entry and slashing mistakes from manual typing. Pick an OCR service first. Then, link it through API. You'll need Airtable fields ready, and might use tools like Zapier, Make (formerly Integromat), or Airtable's own scripts and automations for a seamless flow.

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How to implement OCR in Airtable for scanning documents?

Step 1: Set Up an Airtable Base

Start by creating a new base in Airtable, or just use one you already have. Make sure this base has a table where you'll keep the OCR data. You'll need fields like "Document Image" (Attachment type), "Extracted Text" (Long Text type), and any other fields you think are necessary.

Step 2: Integrate Airtable with a Storage Service

To handle images, connect Airtable with a cloud storage service like Google Drive or Dropbox. This makes uploading and accessing document images a breeze.

  1. Head over to Airtable’s "Apps" section.
  2. Add an integration for Google Drive or Dropbox.
  3. Authenticate the storage service you picked and link it to your base.

Step 3: Use an OCR Service Like Google Cloud Vision

Sign up for a cloud OCR service. Google Cloud Vision API is a solid choice. Once you set it up, grab the API key.

  1. Go to Google Cloud Console.
  2. Create a New Project.
  3. Enable the "Vision API".
  4. Go to "Credentials" and create an API key.
  5. Jot down the API key for later use.

Step 4: Write a Script for OCR Processing

Use a scripting environment or an automation tool in Airtable to run the OCR process. You can use Google Apps Script, Python, or Node.js to handle API requests.

For example, using Google Apps Script:

  1. Open Google Apps Script Editor.
  2. Write a script to upload the document image from Airtable to Google Cloud Storage.
  3. Use the Vision API to process the image and extract the text.
  4. Save the extracted text back to Airtable.

Example Code in Google Apps Script:

function extractTextFromImage(imageUrl) {
  var apiKey = 'YOUR_GOOGLE_CLOUD_VISION_API_KEY';
  var visionUrl = 'https://vision.googleapis.com/v1/images:annotate?key=' + apiKey;

  var image = UrlFetchApp.fetch(imageUrl).getBlob().getBytes();
  var imageBase64 = Utilities.base64Encode(image);

  var requestPayload = JSON.stringify({
    "requests": [{
      "image": {
        "content": imageBase64
      },
      "features": [{
        "type": "TEXT_DETECTION"
      }]
    }]
  });

  var response = UrlFetchApp.fetch(visionUrl, {
    'method': 'post',
    'contentType': 'application/json',
    'payload': requestPayload
  });

  var jsonResponse = JSON.parse(response.getContentText());
  var extractedText = jsonResponse.responses[0].fullTextAnnotation.text;
  return extractedText; 
}

Step 5: Automate the Workflow

Set up an automation trigger in Airtable to run the OCR script whenever a new document is added.

  1. Go to the "Automations" tab.
  2. Create a new automation with the trigger “When a record matches conditions”.
  3. Specify the condition to trigger OCR (e.g., "Document Image" field is not empty).
  4. Add an action to run the OCR script you set up in Step 4.
  5. Map the extracted text back to the "Extracted Text" field in Airtable.

Step 6: Test the Integration

Upload a document image to Airtable and make sure the automation triggers the OCR process. Check that the extracted text shows up in the right field.

  1. Drag and drop a document into the "Document Image" field.
  2. Wait for the automation to run.
  3. Check if the "Extracted Text" field is filled with the correct text.
  • Adjust any script or settings if necessary.

This setup ensures documents are scanned, and text is extracted and stored in Airtable seamlessly using OCR technology.

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