Flow - multiple invoice types to excel spreadsheet/template

Like (0) Share

Report

Posted on 20 Apr 2022 22:01:31 by dono77

Hi all,

Pretty new to this. I have successfully created a flow that pulls pdf invoice attachments out of Outlook and save to a OneDrive Business folder. I'm now wanting to create a flow whereby each invoice is read and the text extracted and put in an excel template (Xero excel template) so that I can pull in large numbers of invoice data so I'm not manually entering information into Xero.

Do I need to create a flow for each invoice - eg SupplierA has a flow, SupplierB has a flow - as their invoice structure may be different?

Any tips or assistance in how to go about this would be greatly appreciated

Cheers

Categories:

Business Process Flows

All responses (2)

Answers (0)

takolota1 4,911 Moderator on 21 Apr 2022 at 02:36:53

Like (0)

Report

Re: Flow - multiple invoice types to excel spreadsheet/template

@dono77

Ideally you could use the AI Form Processor
https://docs.microsoft.com/en-us/ai-builder/form-processing-model-in-flow

But that does often require a more expensive license & higher operating costs.
If most forms follow a few select templates & are well organized, then you may be able to find other less expensive 3rd party connectors.
ChristianAbata 8,949 Most Valuable Professional on 20 Apr 2022 at 23:46:10

Like (0)

Report

Re: Flow - multiple invoice types to excel spreadsheet/template

hi @dono77 I think this video will help you Power Automate & Excel Scripts - Part 1 - YouTube