Unanswered

Save PDFs individually based on field within PDF

(0) Share

Report

Posted on by allagefun

I receive emails at the end of the day with multiple PDFs based on that days activity. I have been able to automatically save all the files in a folder based on subject, but is there a way to have Power Automate search for a reference field, and then create a folder based on the number in the reference field?

Example:

John sends me 4 PDF files. Each PDF file is a different case. The file name of the PDF is not the case # (and can't get that changed). the PDF is almost always in the same format.

I want power automate to find the case #, and then save that PDF in a folder with a foldername of the case #... and do this for all 4, or 10 PDFs.

Categories:

Building flows

I have the same question (0)

All responses (2)

Answers (0)

Esteban_Coto Microsoft Employee on at

Like (0)

Report

Hello, I found this that is about how to extract text from PDF but works in Power Automate for desktop: https://docs.microsoft.com/en-us/power-automate/desktop-flows/actions-reference/pdf#extracttextfrompdfaction

I think that the most complicated part is how to obtain the case number because it implicate to obtain the pdf data and for that I only found the info in the link I attached before.

Thanks!
Community Support Team - Esteban
If this Post helps, then please consider Accept as solution to help the other members find it more quickly.

Was this reply helpful? Yes No
takolota1 4,974 Moderator on at

Like (0)

Report

You can try this template for extracting data from a PDF, all in a cloud flow:

https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Extract-Data-From-PDFs-and-Images-With-GPT/td-p/2201345

Was this reply helpful? Yes No