Refresh dashboards when document data is extracted

As soon as Docparser extracts structured data from new documents, automatically refresh target analytics dashboards in SimpleKPI to reflect the latest operational metrics.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Docparser Explore Docparser →

Triggers

Data extracted from a document

Fires when Docparser finishes extracting data from a document such as an invoice, receipt, form or resume.

Actions

Send a document for extraction

Posts a file to Docparser to be parsed.

Extract structured data from a file

Runs an extraction template in Docparser against a document.

SimpleKPI Explore SimpleKPI →

Triggers

Report created

Fires when a new report or dashboard is created in SimpleKPI.

Metric threshold crossed

Fires when a tracked metric in SimpleKPI crosses a set threshold.

Scheduled report ready

Fires when a scheduled report finishes generating in SimpleKPI.

Actions

Refresh dashboard

Creates or refreshes a dashboard in SimpleKPI.

Export report

Exports a report from SimpleKPI.

Send alert

Sends an alert when a metric changes in SimpleKPI.

Send immediate alerts for critical extracted metrics When high-value key data points are processed by Docparser, send an urgent system alert through SimpleKPI to notify key stakeholders right away. See details

Extract data automatically when scheduled reports run When a scheduled report becomes ready in SimpleKPI, automatically send related batch files to Docparser for structured data extraction and parsing. See details

See all Docparser + SimpleKPI integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Refresh dashboards when document data is extracted” between Docparser and SimpleKPI?

Yes — describe it in the box above and Knit's Integrations Agent researches Docparser and SimpleKPI's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Docparser and SimpleKPI improve decision-making?

It eliminates manual data entry by converting raw PDF and file text into structured analytics inside SimpleKPI, ensuring executive reports remain accurate and up-to-date.

Can custom alerts in SimpleKPI be based on extracted file data from Docparser?

Yes, once Docparser parses incoming documents, the resulting data can update metrics in SimpleKPI and immediately fire business alerts if thresholds are exceeded.