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Flow - multiple invoice types to excel spreadsheet/template

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Posted on 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

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Building flows

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ChristianAbata 8,953 Most Valuable Professional on at

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

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takolota1 4,980 Moderator on at

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@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.

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