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Integrate Extracta.ai with your AI CRM

Extracta.ai is an AI-powered platform that automates data extraction from various document types, including PDFs, images, and text files, without requiring prior training.

Explore Triggers and Actions

Create Classification

Creates a new document classification configuration. Define a list of possible document types with their characteristics (name, description, unique words). Returns a classification ID that can be used to upload documents for automatic type prediction. This is the first step before uploading documents for classification.

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Create Extraction

Creates a new extraction configuration for processing documents. Define what fields to extract (e.g., names, dates, amounts) and processing options. Returns an extraction ID that can be used to upload and process files. This is the first step before uploading documents for extraction.

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Delete Classification

Permanently deletes an entire document classification process including all associated batches, results, and uploaded files. Use this when you want to remove a classification that is no longer needed. WARNING: This action cannot be undone.

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Delete Extraction

Permanently deletes an extraction job and its configuration from the system. Use this when you want to remove an extraction job that is no longer needed. This action is idempotent - calling it multiple times with the same ID will not cause errors. Requires the extraction ID obtained from creating or viewing an extraction.

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Get Batch Results

Retrieves extraction results for a specific batch of documents. Returns the extracted data for each file in the batch, along with processing status and file information. If the batch is still processing, results may be empty or incomplete. Maintain 2-second intervals between consecutive requests to avoid rate-limiting.

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Get Credits

Retrieves the current credit balance available on the account. The system operates on a per-page consumption model where 1 credit = 1 page of document processing. Use this action to check remaining credits before processing documents.

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Update Classification

Updates an existing document classification by modifying its parameters. Use this to change the classification name, description, or document types (including their keywords and linked extractions). Requires the classification ID from a previously created classification.

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Update Extraction

Updates an existing document extraction process by modifying specified parameters. Only fields provided in the request are modified; omitted fields remain unchanged. Use this to change the extraction's name, description, language, fields to extract, or processing options without recreating the entire extraction job.

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View Classification

Retrieves details of an existing classification configuration including name, description, document types, associated keywords, and linked extraction templates. Use this action to verify classification setup or retrieve configuration details for debugging and auditing purposes.

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View Extraction

Retrieves detailed configuration and status information for an existing extraction job. Returns the extraction's name, description, language, configured fields, processing options, and any associated batches. Use this action to: - Check the configuration of an extraction job - Verify the fields that will be extracted - View processing options (table extraction, handwriting recognition, etc.) - Monitor batch status if files have been uploaded for processing Requires: extraction_id from a previously created extraction (via Create Extraction action)

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How the Extracta.ai integration works

The Extracta.ai integration connects your Dench AI CRM directly to Extracta.ai, so agents can read and act on your Extracta.ai data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.

10 actions are available for agents to invoke on your behalf. Every call runs through Extracta.ai's own authorization, scoped to the account you connect.

Set up Extracta.ai in Dench

  1. 1

    Sign in to your Dench workspace and open Integrations.

  2. 2

    Find Extracta.ai and click Connect — you'll authorize access through Extracta.ai's own sign-in flow. No API keys or code required.

  3. 3

    Ask an agent to use Extracta.ai in chat, or call it from an automation.

  4. 4

    Manage or disconnect the connection any time from workspace settings.

Frequently asked questions

How does the Extracta.ai integration work with Dench?

The Dench Extracta.ai integration connects your AI CRM to Extracta.ai, so AI agents can work with your Extracta.ai data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.

What actions can AI agents perform with Extracta.ai via Dench?

The Extracta.ai integration currently exposes 10 actions, including Create Classification, Create Extraction, Delete Classification, Delete Extraction, Get Batch Results, and Get Credits. Agents invoke them on your behalf from chat or from automations.

Do I need to write code to connect Extracta.ai to Dench?

No. You connect Extracta.ai from your Dench workspace using Extracta.ai's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.

Is the Extracta.ai integration secure?

Connections are authorized through Extracta.ai's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Extracta.ai connection from your workspace settings at any time.

Extracta.ai | Dench AI CRM