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Renaming files in OneDrive after extracting a field with document processing/invoice processing

plarrue Profile Picture Posted by plarrue

Hello,

 

I am sharing an automated cloud flow setup that can be used to rename files in OneDrive after extracting a field with document processing/invoice processing.

 

For example, I have a folder in OneDrive with invoices and I want to rename them to {invoice-id}.pdf:

 

  1. Select + New flow > Automated cloud flow

Name your flow and choose the trigger. When a file is created (One Drive for Business), Select Create

 

when-a-file-is-created.png

 

2. Select the folder on One Drive

This operation triggers a flow when a new file is created in a folder.

Spoiler (Highlight to read)
Files moved within OneDrive are not considered new files.
Files moved within OneDrive are not considered new files.

whenafileiscreated.png

 

 3.Select +New Step, Select the AI Builder action Extract Information from invoices

Select Invoice File, Select File Content from the Dynamic content list

 

extract-informations-from-invoices-01.png

 

extract-informations-from-invoices.png

 

 4.Select + New step, Select Move or rename a file

Select File, Select File identifier from the Dynamic content list

 

move-rename-file-00.png

 

move-rename-file-01.png

 

Select Destination File Path, Select Invoice ID from the Dynamic Content list

 

destination-file-path-00.png

  

destination-file-path-01.png

 

 5.Save and test your flow

The name of the file in OneDrive has been renamed with the name of the Invoice ID

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AI Builder

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