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Document Processing - ai builder

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Posted on by SS-20031007-0

Hello - great video on this topic. I have created a model using AI builder that passes .pdf information into an excel table. this appears to working ok when I trigger it by copying a new pdf file into a SP list. However if I copy multiple .pdf's at once it just copies one data set and not all of them - could anyone advise what might cause this and a suggestion for fixing it? -

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sandeepstw 312 Moderator on at

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When you copy many PDF files at once into the SharePoint library, your AI Builder model only processes one file because the flow may not handle multiple triggers properly or doesn't loop through each file.

1. Change your flow trigger from "When a file is created" to a scheduled flow that runs every few minutes
2. In the flow, use Get files (properties only) action to collect all PDF files from SharePoint
3. Add a filter to select only unprocessed files
4. Use Apply to each loop to process each file one by one
5. Inside the loop, use your AI Builder model to extract data and save it into Excel
6. After each file is processed, mark it as processed (for example, update metadata or move to a different folder)
7. To avoid conflicts, open trigger settings and turn off Concurrency Control
8. Use Scope actions and add error logging if needed
9. Example filter to get only PDF files:
Name ends with '.pdf'
10. Use the SharePoint column like "Processed = No" and update to "Yes" after completion.

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SS-20031007-0 6 on at

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Thank you Sandeep - much appreciated I will take a look at implementing your suggestions - I'm new to this so going to take me a while i think..

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