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Posted on by mkurup12

Hi,

I am trying to create a flow that pulls data from pdfs from the email inbox and then updates an sql database with the pulled data.

I created a document processing AI model that pulls the necessary data from the pds files. I am not sure which elements I should use to create the proper flow.

So far I have:

-When an email arrives in a shared mailbox (V2)

-Apply to each

-Condition: subject contains "specific word"

-if yes: use the AI model (This is where I am getting stuck)

I have attached a screenshot of what I have so far for he flow.

Thank you

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Building flows

2022-12-09_14-15-...

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Amit_Sharma 1,569 Super User 2024 Season 1 on at

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Hi @mkurup12 .
Please go through the below screenshots as I will elaborate what I've done in the steps:-
1. Condition to check subject as you used in your flow

2. Iterating on Attachments which arrives in mail inbox.
3. After that used Get Attachments action where we are getting all the attachments.
4. In the Extract information from documents action enter the output of Get Attachment Action in Form Field.
Now for confirming if you are getting the values from the pdf you can use a Compose Action to see the output.
Here is the screenshot for full Flow:-
After this I guess you are good to go.

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Amit Sharma

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mkurup12 10 on at

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Thank you so much @Amit_Sharma!!
Do you know if there is a step that I would be able to add to update an sql database with the information extracted from the emails?

Thank you

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Amit_Sharma 1,569 Super User 2024 Season 1 on at

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Yes, It is possible. You have to create connection with SQL server. After this you can add SQL Action Update a Row (V2) where you can enter Table name and row id and would be able to update by the data extracted from Mail.

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