Extract Pdf Specific Data To Excel In power automate desktop
consider i have 100 pdfs i need to extract invoice number, bill address ,total amount for each pdf to excel sheet row by row.
please help me ASAP
In your cases, if you just want to extract data from PDF with a specific metadata likes invoice number, bill address,... and store it into a file, then you just need to create a Cloud Flow that includes AI Builder form action. So, you can extract the metadata you need and store it somewhere on the cloud.
If you need to extract data from PDF then you have to perform other actions on the window likes update SAP, Salesforce, or other applications then you should use Power Automate Desktop. But, to do that on Power Automate Desktop, it is a bit more difficult and complicated since you have to use an OCR service on Power Automate Desktop, righ now there are actions for OCR with Tesseract OCR, Google, Microsoft, IBM available on Power Automate Desktop
Thanks and hope it can help you.
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Thank you for your information.
Great answer. But if you consider other RPA tools like UI path, i observed this task is very simple.
My expectation compare to other tools Microsoft should provide simplified basic solution for many scenarios.
Building on the answer from @miketran13, the following Microsoft Learn module will teach you how you can use AI Builder to extract data from invoices and store the extracted results in an Excel file: Get started with invoice processing in AI Builder - Learn | Microsoft Docs
I am able to use AI Builder to create a Form processing model to extract PDF invoice data and then to Excel. My challenge is that financial invoice is created in a horizontal direction, not like purchase order invoice in vertical direction. Also the invoice often might not have all items on the list. That makes hard to know which column name is at position 1. Any idea to handle that situation?
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