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Back to Learn
LearnLayer 1Input & Capture

Input & Capture: How data enters your system determines everything else

Input & Capture includes eight components: event triggers for real-time reactions, time-based triggers for scheduled tasks, condition-based triggers for threshold monitoring, listeners for change detection, ingestion patterns for structured data entry, OCR for document parsing, email parsing for message extraction, and web scraping for website data. The right choice depends on your data source and timing requirements. Most systems use multiple capture methods together. Start with event triggers for real-time needs or ingestion patterns for user-submitted data.

A customer submits a form. You find out three hours later when you check your inbox.

Someone emails an invoice. You squint at the PDF, type the numbers into your system, and wonder why machines cannot do this.

Your team manually copies data between apps every morning. When they are out, nothing syncs.

Every automation starts with data entering your system. Control the entry, control the quality.

8 components
8 guides live
Relevant When You're
Reacting to events, schedules, and thresholds automatically
Getting data from emails, documents, forms, and websites
Eliminating manual data entry and copy-paste workflows

Part of Layer 1: Data Infrastructure - The gateway to everything that follows.

Overview

Eight ways data enters your systems, each built for different sources

Input & Capture is about getting data into your systems cleanly and quickly. Triggers start workflows when events happen. Listeners watch for changes. Parsing methods extract structure from emails, documents, and websites. The wrong capture method means missed events, manual work, and dirty data. The right choice means automation that actually works.

Live

Triggers (Event-based)

Starting workflows automatically when specific events occur in connected systems

Best for: Reacting instantly to customer actions, payments, or external system events
Trade-off: Instant reaction, but requires source to support webhooks or events
Read full guide
Live

Triggers (Time-based)

Starting workflows automatically at specific times or intervals using schedules

Best for: Scheduled tasks like daily reports, nightly syncs, or weekly cleanup jobs
Trade-off: Reliable scheduling, but no real-time reaction capability
Read full guide
Live

Triggers (Condition-based)

Starting workflows automatically when data meets specific criteria or thresholds

Best for: Monitoring thresholds like low inventory, failed payments, or SLA breaches
Trade-off: Catches state changes, but requires continuous evaluation of conditions
Read full guide
Live

Listeners/Watchers

Continuously monitoring external systems for changes and reacting when they occur

Best for: Detecting file uploads, database changes, or API updates from legacy systems
Trade-off: Works with any system, but polling introduces delay and resource usage
Read full guide
Live

Ingestion Patterns

Methods for bringing data into systems through forms, uploads, and bulk imports

Best for: Structured data entry from users via forms, APIs, or spreadsheet imports
Trade-off: Clean structured data, but limited to known formats and user cooperation
Read full guide
Live

OCR/Document Parsing

Extracting text and structured data from scanned documents, images, and PDFs

Best for: Processing invoices, contracts, IDs, or any scanned paper documents
Trade-off: Handles visual documents, but accuracy depends on image quality
Read full guide
Live

Email Parsing

Extracting structured data from emails including sender, subject, and body content

Best for: Processing support requests, extracting order numbers, routing by intent
Trade-off: Handles natural language, but format varies and requires fallback handling
Read full guide
Live

Web Scraping

Programmatically extracting structured data from websites by parsing HTML

Best for: Getting competitor prices, job postings, or data from sites without APIs
Trade-off: Access any public website, but fragile when layouts change
Read full guide

Key Insight

Most systems need 3-4 capture methods. Event triggers for real-time reactions. Time triggers for scheduled jobs. Ingestion patterns for user input. Parsing for unstructured sources. The question is not "which one?" but "which ones, and for what?"

Comparison

How they differ

Each capture method optimizes for different data sources and timing requirements. Choosing wrong means fighting your inputs.

Event Triggers
Time Triggers
Condition Triggers
Listeners
Ingestion
OCR/Parsing
Email Parsing
Web Scraping
Data SourceUsers submitting structured data
TimingOn submit
Data FormatStructured fields
ReliabilityHigh (controlled format)
Which to Use

Which Capture Method Do You Need?

The right choice depends on where your data comes from and how fast you need to react. Answer these questions to find your starting point.

“I need to react instantly when a customer takes an action”

Event triggers fire within milliseconds when webhooks or events arrive.

Event Triggers

“I need to run a report or sync at the same time every day”

Time triggers run on schedules, reliably, whether anyone remembers or not.

Time Triggers

“I need to act when data crosses a threshold (low inventory, SLA breach)”

Condition triggers watch your data and fire when criteria are met.

Condition Triggers

“I need to detect changes in a system that does not push events”

Listeners poll systems and detect changes by comparing current to previous state.

Listeners

“I need users to submit structured data through forms or APIs”

Ingestion patterns handle forms, file uploads, and bulk imports with validation.

Ingestion

“I receive scanned invoices, contracts, or documents as PDFs or images”

OCR extracts text and structure from visual documents.

OCR/Parsing

“Customer requests arrive via email and need to be processed”

Email parsing extracts sender, intent, and reference numbers from messages.

Email Parsing

“I need data from websites that do not offer an API”

Web scraping extracts structured data from HTML pages.

Web Scraping

Find Your Capture Method

Answer a few questions to get a recommendation.

Universal Patterns

The same pattern, different contexts

Data capture is not about the technology. It is about matching how data enters to how quickly you need to react and how clean it needs to be.

Trigger

Data exists somewhere outside your system

Action

Choose capture that matches source and timing

Outcome

Clean data flows in without manual work

Customer Communication

A customer fills out a form. You discover it three hours later...

That is event blindness. An event trigger would notify you instantly, letting you respond while the customer still remembers their question.

Response time: 3 hours to 30 seconds
Reporting & Dashboards

Every morning someone manually runs the inventory sync. When they are sick, it does not happen...

That is human dependency. A time-based trigger would run reliably at 6 AM every day, whether anyone remembers or not.

Missed syncs: weekly to zero
Financial Operations

Invoices arrive as PDFs. Someone squints at numbers and types them into your accounting system...

That is manual transcription. OCR would extract vendor, amount, and line items automatically, with validation to catch errors.

Processing time: 10 min/invoice to 30 seconds
Process & SOPs

Customer requests arrive via email. Your team copies order numbers into the CRM manually...

That is copy-paste workflow. Email parsing would extract order numbers, classify intent, and route to the right queue automatically.

Manual handling: 50% of support time to 10%

Where is data entering your systems manually right now?

Common Mistakes

What breaks when data capture goes wrong

These mistakes seem small at first. They compound into lost data, angry customers, and broken workflows.

The common pattern

Move fast. Structure data “good enough.” Scale up. Data becomes messy. Painful migration later. The fix is simple: think about access patterns upfront. It takes an hour now. It saves weeks later.

Frequently Asked Questions

Common Questions

What is Input & Capture?

Input & Capture is the category of components that handle how data enters your systems. It includes eight types: three trigger types (event, time, condition) for starting workflows, listeners for monitoring changes, ingestion patterns for structured data entry, and three parsing methods (OCR, email, web scraping) for extracting data from unstructured sources. Choosing the right capture method determines how quickly you can react to events and how clean your data will be.

What is the difference between event triggers and polling?

Event triggers react instantly when something happens because the source system pushes notifications to you (via webhooks or events). Polling checks for changes on a schedule by asking the source system repeatedly. Event triggers are faster and more efficient but require the source to support push notifications. Polling works with any system but introduces delay and wastes API calls when nothing has changed. Use event triggers when available, polling as a fallback.

Which trigger type should I use?

Use event-based triggers when you need instant reactions to external actions (form submissions, payments, file uploads). Use time-based triggers for scheduled tasks that run at specific times (daily reports, nightly syncs, weekly cleanup). Use condition-based triggers when you need to react to data crossing thresholds (inventory below 50, payment failed 3 times, SLA breached). Most systems combine all three for different workflows.

How do I choose between OCR, email parsing, and web scraping?

Use OCR when your data arrives as scanned documents, images, or PDFs that need text extraction. Use email parsing when requests arrive via email and you need to extract sender, intent, and reference numbers. Use web scraping when the data you need is on public websites without an API. Each handles a different input format. Many systems use all three for different data sources.

What mistakes should I avoid with data capture?

The biggest mistakes are: processing events synchronously (causes timeouts and duplicates), ignoring failed events (lost data), polling too aggressively (rate limits and blocking), skipping validation at the boundary (garbage in, garbage out), assuming stable formats (breaks when sources change), and not handling partial failures in bulk imports. Always validate at the entry point and build in error handling from the start.

Can I use multiple input capture types together?

Yes, most real systems use multiple capture methods. A typical setup might use event triggers for real-time customer actions, time-based triggers for nightly data syncs, ingestion patterns for form submissions, and email parsing for customer support requests. The key is matching each data source to the capture method that handles it best. Some workflows even combine methods for reliability (webhooks with polling backup).

How does Input & Capture connect to data transformation?

Input & Capture is the first step in your data pipeline. Once data enters through triggers, listeners, or parsing, it flows to transformation components: Data Mapping converts formats, Validation checks quality, Normalization standardizes values, and Enrichment adds context. The capture layer controls what comes in; the transformation layer controls how it gets cleaned and structured for use.

When should I use listeners instead of triggers?

Use listeners when the source system cannot push events to you. Listeners continuously monitor external systems (file folders, databases, APIs) and detect changes by comparing current state to previous state. They work with any system that can be queried. Triggers are preferred when available because they react instantly, but listeners are essential for legacy systems or sources without webhook support.

How do ingestion patterns differ from parsing methods?

Ingestion patterns handle structured input from known formats: forms give you typed fields, APIs give you JSON, bulk imports give you spreadsheets. Parsing methods handle unstructured input that needs interpretation: OCR reads images, email parsing extracts intent from prose, web scraping navigates HTML. Ingestion patterns are predictable and reliable. Parsing methods are flexible but require more error handling and validation.

Have a different question? Let's talk

Where to Go

Where to go from here

You now understand the eight capture methods and when to use each. The next step depends on your data source and timing needs.

Based on where you are

1

Starting from zero

You manually check systems and copy data between apps

Start with event triggers for your highest-volume external events (form submissions, payments). Add ingestion patterns for user-submitted data. These cover 70% of capture needs.

Start here
2

Have the basics

Some automation exists but gaps remain or data quality is poor

Add time-based triggers for scheduled jobs. Implement condition triggers for threshold alerts. Consider OCR or email parsing for unstructured sources that currently require manual work.

Start here
3

Ready to optimize

Data flows in but you want better reliability and coverage

Add dead letter queues and retry logic for failed captures. Implement webhook backup with polling. Build monitoring for capture health across all methods.

Start here

Based on what you need

If you need instant reaction to external events

Event-based Triggers

If you need scheduled or recurring tasks

Time-based Triggers

If you need to react when data crosses thresholds

Condition-based Triggers

If the source system cannot push events

Listeners/Watchers

If users submit data through forms or uploads

Ingestion Patterns

If you receive scanned documents or PDFs

OCR/Document Parsing

If requests arrive via email

Email Parsing

If you need data from websites without APIs

Web Scraping

Once data is captured

Transformation Category

Back to Layer 1: Data Infrastructure|Next Layer
Last updated: January 4, 2026
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