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Ai Hub - extract custom information from document and then merge related fields

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Posted on by Joellelechat

Dear Microsoft Power Heroes ~

I need your help with a project where I want to extract information (specific info from the table + specific field/text) from PDF files into an excel table.

See sample below:

You can see I have a table and below the table more information that relate to the data within the table. And I'd like to extract task number, weight and due date in the table + the task name and merge information into a single excel file.

Is anyone able to tell me how I can use AI models (extract custom information from documents) + Power automate to accomplish that? The result I am trying to achieve is this:

Task number	Task name	Weight	Due date
1	E-Poster	10	04-06-2024
2	Research paper	35	28-06-2024
3	Class Participation	40	01-07-2024
4	E-portfolio	15	05-07-2024

I did a few attempts and got weird results... see below:

Thank you in advance for your time and help,

Joelle

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plarrue Microsoft Employee on at

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Hi @Joellelechat

Did you have a chance to test with tagging documents in custom document processing model?

Tag documents in a document processing model | Microsoft Learn

Use the document processing model in Power Automate | Microsoft Learn

Hope it helps

Regards,

Philippe

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Joellelechat 49 on at

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Hi Philippe,

Thank you for your guidance. Yes, I did use AI model /extract custom information from documents. and I trained the model and got to a score of 84% in terms of accuracy.

I think where I got lost is the automate flow... I got it set up this way:
I wanted to merge all the items "IName" and "INumber" with the table "Assessments" into an Excel file.

Because at the moment, my PDF file has a table:

Then more details about the task in a separate spot:

How can I get to the following results:
Task number task name value Due
1 Online quizzes 30 28/03/2024
2 Field report 30 03/04/2024
3 Research paper 40 15/04/2024

Many thanks,

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