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Power Platform Community / Forums / Power Automate / pdf files to be saved ...
Power Automate
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pdf files to be saved to different folders depending on the information contained

(1) ShareShare
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Posted on by 6

Hello all,

 

I am not sure if anyone has got any idea or experience on this one:

I have an automatic cloud flow that saves any pdf document attached to an email when there is a specified sender and receiver, to a SP online site.

How would it be possible to save each pdf file to different folder, depending on what's inside the document?

for example i

  • if inside the pdf there is "invoice" , the document would be saved in an invoices folder on SP
  • if there is "shopping list" , the document to be saved in a shopping list folder
  • otherwise, any other pdf document to be saved to others folder

I have managed also to build a bot to extract information from documents, but I am not sure how I can use it to specify destination folder

 

thank you in advance,

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  • ivan_apps Profile Picture
    2,189 Moderator on at

    Take a look at this video - it shows how to search file content by using the SharePoint HTTP connector.

    https://www.youtube.com/watch?v=xuR-yaMkFDg

     

    I would imagine it's a two step process. First put all your documents into one doc library.  Then use the HTTP SharePoint connector to search that document library for your text. Based on your results, you can either move or copy the document over to the appropriate library using standard SharePoint actions in Power Automate. 

     

    Be sure to account for cases where your search criteria occurs returns the same document for different search terms. Ex: a document that contains both "invoice" and "shopping list".

     

    There might be other premium connectors that let you do this in a single action. ChatGPT or a Copilot type action come to mind. But SharePoint should be able to handle searching within documents on it's own.

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