cancel
Showing results for 
Search instead for 
Did you mean: 
Reply
Anonymous
Not applicable

extract text from image/pdf and copy on specific location

Hi, i am wondering if it is possible to do it with power automate. in our company  we get alot og electronic invoices every day approx 300+/day and its stopped in "Import fail" there we have to write our clients company name from the invoice ( in pdf/jpg format) and hit on the specific button so that the invoices goes directly to that company in your system. i am not sure i can do this with power automate desktop or with any other programming language.

 

Need little help with how to do that. So we can save our time.

5 REPLIES 5
ApexOrigin
Advocate II
Advocate II

Try out the "Extract Text with OCR" function. And the "Extract Text from PDF."

 

For the OCR of images, play around with the Image Height and Width Modifier values if it's not giving accurate results. A higher number zooms into the graphic before doing the OCR. I think 3 or 4 gives the best results.

momlo
Super User
Super User

Hi @Anonymous 

This should be possible, I am automating 10s of thousands invoice entries in one place.

 

Do I understand you correct that you are automating invoices from your clients (you receive them), some of them work, some don't?

  • If so, are those PDF the same format/layout?
    • If they have different layouts - how many different formats?
    • If they have different layouts - you need to create logic in PAD to support that
    • If they are different layouts - expect that you will not automate everything (most likely, see next point) - choose the highest volume client and focus on those first. Build logic to mark the others as for manual entry by people until support for those layout are added to the bot.
  • Are those scanned papers or PDFs generate from systems (with text layer)
    • As @ApexOrigin mentioned - if all of these are system generated, have text layer (xml would be awesome) - you should be able to grab the correct data from text. Otherwise you will need to use OCR actions or even go with tools such as AI Builder or other to automate everything.

 

 

Anonymous
Not applicable

Hi @momlo 

Yes, These are the invoices from our clients which we want to automate. When we get invoices online from the clients in our system. it come 90% with 3 attachment files. 1. in PDF format 2. in .html format 3. in .XML 

so, one invoice 3 attachments in 3 different formats

 

If i use the .XML format or .html format, Is it possible with power automate or with anyother program?

If you get XML version of the invoice then you are in a very good place!
If you tell me each client uses the same XML schema / all of these are structured the same way - that is ideal situation.

 

But now I have read your initial message and it is unclear to me, can you confirm:

  1. Do yo want to automate entry of all of those 300/day into your system?
  2. Or do you have IT system that imports those 300 into your system, but part of them fail and you need to process them manually, and that manual proces on small number of invoices you want to automate?

 

Anonymous
Not applicable

Yes, all invoices are structured in same way.

1. If i can automate the entry of all invoices it would be great. but currently i want to automate the Point#2

2.  Yes, True, We have IT system that imports those invoices into our system and those which doesnt proceed in our system we do it manually. We write the clients name so that the invoices can go to the right client. We want to automate that process.

Helpful resources

Announcements

Celebrating the May Super User of the Month: Laurens Martens

  @LaurensM  is an exceptional contributor to the Power Platform Community. Super Users like Laurens inspire others through their example, encouragement, and active participation. We are excited to celebrated Laurens as our Super User of the Month for May 2024.   Consistent Engagement:  He consistently engages with the community by answering forum questions, sharing insights, and providing solutions. Laurens dedication helps other users find answers and overcome challenges.   Community Expertise: As a Super User, Laurens plays a crucial role in maintaining a knowledge sharing environment. Always ensuring a positive experience for everyone.   Leadership: He shares valuable insights on community growth, engagement, and future trends. Their contributions help shape the Power Platform Community.   Congratulations, Laurens Martens, for your outstanding work! Keep inspiring others and making a difference in the community!   Keep up the fantastic work!        

Check out the Copilot Studio Cookbook today!

We are excited to announce our new Copilot Cookbook Gallery in the Copilot Studio Community. We can't wait for you to share your expertise and your experience!    Join us for an amazing opportunity where you'll be one of the first to contribute to the Copilot Cookbook—your ultimate guide to mastering Microsoft Copilot. Whether you're seeking inspiration or grappling with a challenge while crafting apps, you probably already know that Copilot Cookbook is your reliable assistant, offering a wealth of tips and tricks at your fingertips--and we want you to add your expertise. What can you "cook" up?   Click this link to get started: https://aka.ms/CS_Copilot_Cookbook_Gallery   Don't miss out on this exclusive opportunity to be one of the first in the Community to share your app creation journey with Copilot. We'll be announcing a Cookbook Challenge very soon and want to make sure you one of the first "cooks" in the kitchen.   Don't miss your moment--start submitting in the Copilot Cookbook Gallery today!     Thank you,  Engagement Team

Announcing Power Apps Copilot Cookbook Gallery

We are excited to share that the all-new Copilot Cookbook Gallery for Power Apps is now available in the Power Apps Community, full of tips and tricks on how to best use Microsoft Copilot as you develop and create in Power Apps. The new Copilot Cookbook is your go-to resource when you need inspiration--or when you're stuck--and aren't sure how to best partner with Copilot while creating apps.   Whether you're looking for the best prompts or just want to know about responsible AI use, visit Copilot Cookbook for regular updates you can rely on--while also serving up some of your greatest tips and tricks for the Community. Check Out the new Copilot Cookbook for Power Apps today: Copilot Cookbook - Power Platform Community.  We can't wait to see what you "cook" up!    

Welcome to the Power Automate Community

You are now a part of a fast-growing vibrant group of peers and industry experts who are here to network, share knowledge, and even have a little fun.   Now that you are a member, you can enjoy the following resources:   Welcome to the Community   News & Announcements: The is your place to get all the latest news around community events and announcements. This is where we share with the community what is going on and how to participate.  Be sure to subscribe to this board and not miss an announcement.   Get Help with Power Automate Forums: If you're looking for support with any part of Power Automate, our forums are the place to go. From General Power Automate forums to Using Connectors, Building Flows and Using Flows.  You will find thousands of technical professionals, and Super Users with years of experience who are ready and eager to answer your questions. You now have the ability to post, reply and give "kudos" on the Power Automate community forums. Make sure you conduct a quick search before creating a new post because your question may have already been asked and answered. Galleries: The galleries are full of content and can assist you with information on creating a flow in our Webinars and Video Gallery, and the ability to share the flows you have created in the Power Automate Cookbook.  Stay connected with the Community Connections & How-To Videos from the Microsoft Community Team. Check out the awesome content being shared there today.   Power Automate Community Blog: Over the years, more than 700 Power Automate Community Blog articles have been written and published by our thriving community. Our community members have learned some excellent tips and have keen insights on the future of process automation. In the Power Automate Community Blog, you can read the latest Power Automate-related posts from our community blog authors around the world. Let us know if you'd like to become an author and contribute your own writing — everything Power Automate-related is welcome.   Community Support: Check out and learn more about Using the Community for tips & tricks. Let us know in the Community Feedback  board if you have any questions or comments about your community experience. Again, we are so excited to welcome you to the Microsoft Power Automate community family. Whether you are brand new to the world of process automation or you are a seasoned Power Automate veteran - our goal is to shape the community to be your 'go to' for support, networking, education, inspiration and encouragement as we enjoy this adventure together.     Power Automate Community Team

Hear what's next for the Power Up Program

Hear from Principal Program Manager, Dimpi Gandhi, to discover the latest enhancements to the Microsoft #PowerUpProgram, including a new accelerated video-based curriculum crafted with the expertise of Microsoft MVPs, Rory Neary and Charlie Phipps-Bennett. If you’d like to hear what’s coming next, click the link below to sign up today! https://aka.ms/PowerUp  

Tuesday Tip | How to Report Spam in Our Community

It's time for another TUESDAY TIPS, your weekly connection with the most insightful tips and tricks that empower both newcomers and veterans in the Power Platform Community! Every Tuesday, we bring you a curated selection of the finest advice, distilled from the resources and tools in the Community. Whether you’re a seasoned member or just getting started, Tuesday Tips are the perfect compass guiding you across the dynamic landscape of the Power Platform Community.   As our community family expands each week, we revisit our essential tools, tips, and tricks to ensure you’re well-versed in the community’s pulse. Keep an eye on the News & Announcements for your weekly Tuesday Tips—you never know what you may learn!   Today's Tip: How to Report Spam in Our Community We strive to maintain a professional and helpful community, and part of that effort involves keeping our platform free of spam. If you encounter a post that you believe is spam, please follow these steps to report it: Locate the Post: Find the post in question within the community.Kebab Menu: Click on the "Kebab" menu | 3 Dots, on the top right of the post.Report Inappropriate Content: Select "Report Inappropriate Content" from the menu.Submit Report: Fill out any necessary details on the form and submit your report.   Our community team will review the report and take appropriate action to ensure our community remains a valuable resource for everyone.   Thank you for helping us keep the community clean and useful!

Users online (3,341)