Extract proposal text from new Pipedrive deals
Turn proposal screenshots into searchable deal context as soon as a deal is created.
Trigger
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
Action
ASTICA_READ_TEXT
Tool to perform ocr on an image to extract text. use when you need to read raw text from images after confirming the image source.
Why this helps
Proposal screenshots and scans are easy to miss while switching between sales tools.
- Capture key proposal terms immediately
- Reduce manual transcription
- Keep deal reviews focused
Setup
Build it in a few focused steps.
- 1Connect Pipedrive and Astica ai once in the Notis portal.
- 2Create an automation in Automations with a name and prompt.
- 3Tell Notis to OCR any proposal image URL in the new deal and summarize the extracted text.
- 4Pick the Pipedrive New Deal Received trigger.
- 5Choose a report channel, then test with one real deal containing an image URL.
Questions about this workflow
What if the deal has no image URL?
Ask Notis to report that the source image is missing so the deal is not silently skipped.
Can this extract tables?
Astica ai reads text from the image; review complex tables after extraction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Pipedrive to Astica ai. A trigger fires from one place; an action lands in another.
Pipedrive triggers
Astica ai actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Analyze Audio
Tool to analyze audio input for transcription. use when you need to convert an audio url or base64 string to text.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
ASTICA_READ_TEXT
Tool to perform ocr on an image to extract text. use when you need to read raw text from images after confirming the image source.
New Deal Received Trigger
Triggered when a new deal is created in Pipedrive
New Note Received Trigger
Triggered when a new note is created in Pipedrive
New Organization Received Trigger
Triggered when a new organization is created in Pipedrive
Connect any two apps with Notis in the middle.
Pipedrive and Astica ai, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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