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Extract PDF data and save into sharepoint list

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Hello Friends,

I have one business case, where i have to get PDF attachment from outlook, then extract data from that PDF file and finally save extracted data into sharepoint list. AI Builder or third party tools are not allowed here. so anyone has any idea how to achieve this?

Note: both cloud and desktop flow solutions are welcome

Thank you in advance!

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Gopala_Krishna 1,495 on at

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@Anonymous
You can make use of the PDF extraction actions available in desktop flow to extract data from the PDF document. There are also few other actions available such as OCR recognition which can also be leveraged to get the desired output.

https://learn.microsoft.com/en-us/power-automate/desktop-flows/actions-reference/pdf

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takolota1 4,974 Moderator on at

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If the PDF data is in different formats or wordings across documents, then you may need something with AI Builder like this to extract any PDF data to a JSON object:

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

Otherwise, if you have standardized PDF formats, you may be able to use the text conversion piece in that template and some more complicated regex.

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takolota1 4,974 Moderator on at

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If the PDF data is in different formats or wordings across documents, then you may need something with AI Builder like this to extract any PDF data to a JSON object:

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

Otherwise, if you have standardized PDF formats, you may be able to use the text conversion piece in that template and some more complicated regex.

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jkrey 26 on at

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I had a similar need to comb through multiple PDFs, extract specific data, and save the results to a Sharepoint list to use in a PowerApp. I ended up using Python's PyMuPDF (https://pypi.org/project/PyMuPDF/), writing Python code to extract the data fields to a .csv file. From there, data were imported to Excel and then exported to Sharepoint. NOTE: The PDF format is primarily for printing, so don't expect that blocks of text will be in a logical order. It can be painstaking to find out which block number on a page actually contains the data you want. Perhaps the newer PDF extraction to Excel tool in Power Automate would make this simpler.

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