TaskPipes allows anyone to pull in data from any source; parse, clean and extract that data; to export to wherever it is required.
Whether you need to extract raw data from your emails and load it into Salesforce, or extract and filter price lists from PDF files to then send in an email attachment, TaskPipes has you covered.
The key concept in TaskPipes is pipes, which are used to define data processing tasks.
To define a pipe in TaskPipes, head over to your "My Pipes" page.
Here you will find a list of pipes that you have created, but also a "New Pipe" button. Click it.
You will be taken to the page for that pipe. Firstly, we need to define what the input data looks like.
The default input to a pipe is to upload a file, but there are several other options.
Either upload a file (xlsx, csv, pdf, docx and more) or use one of the other options available, like pulling data from an external link, or pulling data from the body of an email.
The core of the process is defined in the data processing steps.
To reformat and manipulate this input data, we now add more steps on to the process. These include steps such as filtering, grouping data, extracting part of a word etc.
Once we have the data in the format it needs to be, we can add on a final export step. This allows you to do things like sending the output data directly to an API, connecting to Zapier etc.
If we do not have an "end" step, then the process will simply generate a downloadable csv file.
Now the pipe is defined, we can run it manually, on a schedule, or through a trigger.