I’m working on a project to streamline file management within a SharePoint document library for a banking workflow. The library contains a large set of folders, each with files related to specific customers who have loans with the bank. These files have inconsistent and unstructured names, making it difficult to manage them efficiently.
My goal is to create a Power Automate flow that can:
CustomerName_LoanNumber
.I'm completely new to power automate and am looking for a faster solution to an otherwise resource heavy and annoying problem. Attached is an example of what content the folders would contain and what the power automate script would have to sift through to be able to get the information to rename the folder to the correct name.
The example name and loan number are in the 201311_cfpb_kbyo_closing-disclosure file.
Any advice, best practices, or resources to achieve this would be greatly appreciated. Thanks in advance!
Renaming SharePoint folders based on extracted content from PDFs is a complex task, but Power Automate, combined with AI tools like Azure Form Recognizer or other third-party connectors, can help streamline the process. Below are the key steps:
CustomerName
and LoanNumber
from PDF files..pdf
) to avoid processing non-PDF files.Power Automate doesn’t natively support PDF content extraction, so you’ll need to use an external service:
CustomerName
and LoanNumber
based on your example files.CustomerName
and LoanNumber
.Inconsistent PDF Content:
Processing Large Libraries:
Error Handling:
fileExtension eq 'pdf'
.Let me know if you need help setting up the flow or configuring AI Builder/Form Recognizer for this task! 😊
Best regards,
@Ninjasabi
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