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Power Platform Community / Forums / Power Automate / Help creating a flow t...
Power Automate
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Help creating a flow to extract data from pdf invoice to Excel

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Posted on by

Hi.  Need help in extracting data from pdf invoices to excel.  Need the following info from the invoice:

Customer ID

Customer Name

Service Period Start

Service Period End

Invoice Date

Invoice Number

Payment Due Date

Charge Description

Charge Date

Charge Quantity

Charge Amount

 

Thanks

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  • CFernandes Profile Picture
    8,402 Most Valuable Professional on at

    Hey @Mich_Parakeet 

    Will is be an option for you to use a third party connector? If yes, I had used a thrid party connector to Get Data from PDF and it does an Awesome Job - https://www.aquaforest.com/blog/aquaforest-flow-connector-get-data-from-pdf-populate-into-excel 

     

    If this reply has answered your question or solved your issue, please mark this question as answered. Answered questions helps users in the future who may have the same issue or question quickly find a resolution via search. If you liked my response, please consider giving it a thumbs up. THANKS!

     

    P.S. take a look at my blog here and like & subscribe to my YouTube Channel thanks.

  • dfritz Profile Picture
    4 on at

    I don't have personal experience with AI Builder Models, but it looks like there is capability to build a model that can grab the data you need from PDFs.
    https://learn.microsoft.com/en-us/ai-builder/use-in-flow-overview

    dfritz_0-1673645386795.png

     

  • takolota1 Profile Picture
    4,974 Moderator on at

    You can also now use this text extraction & GPT processing template to extract specific data from various documents with many different formats and/or data: https://powerusers.microsoft.com/t5/Power-Automate-Cookbook/Extract-Data-From-PDFs-and-Images-With-GPT/td-p/2201345

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