Power Platform RPA to extract PDF Data

Power Platform RPA to extract PDF Data

 

Power Platform RPA to extract PDF Data


Use Case:

Any industry that deals with large volumes of data (ex: Sales order, purchase order, invoices, transit bills, packing slip, sales statements, and others)

Business Value:

  • Automatic extraction of data from pool of PDF files.
  • Error free data extraction. Simply worker process. Utilize RPA feature to extract and take next best actions such as email the data for approval via workflow.

Field Use Cases:

  • PDF Data: Analyze and extract relevant data required for business.
  • Data Quality: Ensure the data quality is error free and automate mundane data related tasks.

Solution Stack:

Microsoft Power Platform | Power Automate Premium | Desktop Flow

Refer to the demo video related to this scenario: https://citizendev.ai

Sample File:
 
Power Platform RPA to extract PDF Data
 
Power Platform RPA to extract PDF Data
 
Steps:


 
Power Platform RPA to extract PDF Data
 

In the console start by adding the following functions:

  • Extract table from PDF
  • For Each Loop
  • Display Text

Do note: IF your requirement is to extract text or table or images, select the appropriate actions from the left navigation console.

Power Platform RPA to extract PDF Data
 

Use the display message to view the extracted data. You can also store the extracted data into variable and enable O365 Outlook email to message the contents to users for approval and into teams.

Power Platform RPA to extract PDF Data

In the extract PDF Data actions →
choose the file name (pdf) that consists of data to be extracted. Ensure to select all pages if there are more than one pages. IF you have password protected file, do enter the password and mark it as sensitive.

Power Platform RPA to extract PDF Data

Name the variable where the data to be stored when RPA runs the flow:

Power Platform RPA to extract PDF Data

To display the output →
Display message action →
Display table data and point to the above variables where data will be extracted and stored in the memory.

Power Platform RPA to extract PDF Data

  • Name and save the flow:

Power Platform RPA to extract PDF Data

  • Click start to enable the actions.

Power Platform RPA to extract PDF Data

  • Sample Results once the flow run is completed:

Power Platform RPA to extract PDF Data

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