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Save PDFs individually based on field within PDF

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Posted on 2 Nov 2021 14:36:30 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.

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Esteban_Coto Microsoft Employee on 02 Nov 2021 at 17:21:36

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Re: Save PDFs individually based on field within PDF

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
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takolota1 4,944 Moderator on 16 Jun 2023 at 05:26:54

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Re: Save PDFs individually based on field within PDF

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

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