How To Extract Data From a PDF With Power Automate.

This guide will walk you through the process of extracting data from PDF files using Microsoft Power Automate. Follow these steps to streamline your data extraction process and enhance productivity.

Step 1: Setting Up Power Automate

1. Access Power Automate: Start by navigating to Power Automate and ensure you have a premium license to use the features required for PDF extraction.

2. Create a New Flow:

   • Click on "Create" and select "Automated Cloud Flow".

   • Choose the trigger "When a file is created or modified" in SharePoint.

Step 2: Configure the Trigger

1. Select the SharePoint Site: Specify the SharePoint site where your PDF files will be stored.

2. Choose the Library: Select the document library (e.g., "Documents") and the folder you want to monitor for new or modified files (e.g., "Invoices").

Step 3: Get File Content

1. Add Action to Get File Content:

   • Search for "Get file content" in SharePoint.

   • Use the identifier from the trigger to fetch the content of the newly created or modified PDF.

Step 4: Extract Data Using AI Builder

1. Utilize AI Builder:

   • Add an action to "Extract information from invoices" using AI Builder. This is specifically designed for invoice data extraction.

   • Input the file content from the previous step into this action.

Step 5: Review Extracted Data

1. Check the Extracted Information: After running the flow, review the extracted data, which may include:

   • Billing address

   • Customer name

   • Invoice date

   • Total amount and subtotals

   • Tax information

   • Confidence scores for each data point.

Step 6: Output the Data

1. Send the Extracted Data via Email:

   • Add an action to "Send an email" using Office 365.

   • Customize the email body to include the extracted information, such as invoice ID, customer name, and due amount.

Step 7: Test Your Flow

1. Run a Test: Save your flow and run a test by adding a new PDF invoice to the monitored folder. Check your email to verify that the extracted data has been sent correctly.

By following these steps, you can efficiently extract data from PDF invoices using Microsoft Power Automate. This process not only saves time but also minimizes manual data entry errors, allowing you to focus on more important tasks. For further details, refer to the video tutorial linked above.

For more essential tips and tricks on Microsoft 365 applications, be sure to check out That Office Guy’s YouTube Channel.

Happy automating!