--- title: "Connect Roam to Veryfi OCR - APIANT.ai" description: "When \"New Recording\" fires in Roam, your agent runs \"Classify Document\" in Veryfi OCR." canonical: "https://apiant.ai/connect/roam-to-veryfi-ocr" --- # Connect Roam to Veryfi OCR When **New Recording** fires in [Roam](https://apiant.ai/connections/roam), your agent runs **Classify Document** in [Veryfi OCR](https://apiant.ai/connections/veryfi-ocr). Describe the whole flow and it is built, tested on every scenario and kept running. Roam **6** triggers Roam **6** actions Veryfi OCR **15** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Roam and Veryfi OCR to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Roam can start in Veryfi OCR - When **New Recording** in Roam then **Classify Document** in Veryfi OCR - When **New Transcript** in Roam then **Convert Document To Markdown** in Veryfi OCR Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Roam and Veryfi OCR ## Triggers and actions 6 triggers · 21 actions - Trigger **Lobby Booked** Triggers when a lobby is booked. - Trigger **New Recording** Triggers when a new meeting recording is saved in your Roam. - Trigger **New Transcript** Triggers when a new transcript is saved in your Roam. - Trigger **On-Air: Event Created** Triggers when a new On-Air event is created. - Trigger **On-Air: Guest Added** Triggers when a guest is added to an On-Air event. - Trigger **On-Air: Guest RSVP Changed** Triggers when a guest changes their RSVP status on an On-Air event. - Action **Create Meeting Link** Creates a new Roam meeting link and returns its ID and shareable URL. Optionally set the host's email and the meeting's start and end times. - Action **Find User by Email** Looks up a member of your Roam organization by their email address and returns their profile, including user ID, name, photo and admin status. - Action **On-Air: Add Guest** Adds a guest to a Roam On-Air event by email, optionally setting their name, phone and RSVP status, and returns the created guest. - Action **On-Air: Find Event** Returns the On-Air events whose title contains the text you search for, taken from your most recent events. Returns an empty list when nothing matches. - Action **Send Channel Message** Posts a message to a Roam channel and returns the message's timestamp, which you can reuse to reply in the same thread. - Action **Send Direct Message** Sends a direct message to one person in Roam and returns the conversation ID plus the message's timestamp, which you can reuse to reply in the same thread. - Action **Classify Document** Classifies a document (receipt, invoice, W-9, check, bank statement, etc.) and returns the predicted document type with a confidence score. - Action **Convert Document To Markdown** Upload a document (image/PDF) and convert its content to markdown text. - Action **Extract Data From Any Document** Extracts data from the supplied document - Action **Extract Data From Bank Check** Extracts data from the supplied bank check - Action **Extract Data From Bank Statement** Submits a bank statement (by URL, base64 data or S3 path) to Veryfi and returns the extracted statement data, including account details, balances and transactions. - Action **Extract Data From Business Card** Upload a business card image/PDF and extract structured contact data (name, company, phone, email, address). - Action **Extract Data From Contract** Submits a contract (PDF or ZIP, up to 20 MB) to Veryfi and returns the extracted contract data such as parties, dates, term, total and governing law. - Action **Extract Data From Driver License** Extracts the holder's details from a US driver license image or PDF using Veryfi's us_driver_license blueprint. - Action **Extract Data From Invoice** Extracts data from the supplied invoice - Action **Extract Data From Passport** Extracts data from the supplied passport - Action **Extract Data From W2 Form** Submits a W-2 form (image or PDF) to Veryfi and returns the extracted wage, tax, employer and employee data. - Action **Extract Data From W-8BEN-E Form** Submits a W-8BEN-E form (image or PDF) to Veryfi and returns the data extracted from it. - Action **Extract Data From W9 Form** Extracts data from the supplied W9 form - Action **Extracts Data From Receipt** Submits a receipt image or PDF to Veryfi and returns the extracted receipt data, including the merchant, date, totals, tax and line items. - Action **Get Contract** Fetches a processed contract by ID, including its extracted text and data, source file details and PDF link. An error occurs if the contract is not found. ## Each app on its own - [ **Roam** Send notifications to Roam, your Cloud HQ.](https://apiant.ai/connections/roam) - [ **Veryfi OCR** Veryfi OCR is a multi-model platform that extracts structured data from any document, such as receipts...](https://apiant.ai/connections/veryfi-ocr) Reviews ## What our customers say ## More from Roam - [ **Roam to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/roam-to-salesforce) - [ **Roam to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/roam-to-google-calendar) - [ **Roam to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/roam-to-shopify) - [ **Roam to Trello** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/roam-to-trello) - [ **Roam to JIRA** Atlassian JIRA Cloud — issue tracking and project management.](https://apiant.ai/connect/roam-to-jira) - [ **Roam to Zoom** Zoom unifies cloud video conferencing, simple online meetings, group messaging, and a software-based...](https://apiant.ai/connect/roam-to-zoom) ## More into Veryfi OCR - [ **Trello to Veryfi OCR** Trello is a visual collaboration tool that organizes projects into boards, lists, and cards.](https://apiant.ai/connect/trello-to-veryfi-ocr) - [ **HubSpot to Veryfi OCR** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/hubspot-to-veryfi-ocr) - [ **Salesforce to Veryfi OCR** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-veryfi-ocr) - [ **Slack to Veryfi OCR** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-veryfi-ocr) - [ **Google Sheets to Veryfi OCR** Google Sheets is Google's online spreadsheet app for creating, editing and sharing spreadsheets.](https://apiant.ai/connect/google-sheets-to-veryfi-ocr) - [ **Gmail to Veryfi OCR** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-veryfi-ocr) Questions ## Roam and Veryfi OCR, answered ### ### What can start an automation from Roam? Any of Roam's 6 triggers in the catalog, including New Recording, New Transcript, On-Air: Event Created and On-Air: Guest Added. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Veryfi OCR when something happens in Roam? Any of Veryfi OCR's 15 actions, including Classify Document, Convert Document To Markdown, Extract Data From Any Document and Extract Data From Bank Check. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Veryfi OCR to Roam? Veryfi OCR has no triggers in the catalog today, so automations start in Roam. If you need the other direction, ask: your agent reads Veryfi OCR's API documentation and adds it. ### ### Do I have to build a connector for Roam or Veryfi OCR? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Roam and Veryfi OCR without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.