Extract PDF Invoice with Text Manipulation in Microsoft Power Automate Desktop (Part 1 of 3)
Do you need to extract PDF data from tonnes of invoices, for example to then key them into the ERP, etc.? You can automate the PDF invoice data extraction using Microsoft Power Automate Desktop.
(By the way, for an easier and faster way of extracting invoice data with Power Automate, you can consider the AI Builder, as we've done here: • How to use AI Builder in Power Automa... - but the downside is, you'll need a license to use it.)
But you can still perform PDF invoice data extraction totally free on the Microsoft Power Automate Desktop — and that's what we're going to show you today.
It's quite a lengthy process involving many loops and text manipulation actions, in particular the split text action, so we're going to go through them over 3 videos.
In today's Part 1 video, we'll go through the extraction of the general invoice data, e.g. contact, invoice number, subtotal, tax, total, invoice date, due date, etc.
Here we go:
00:00 Introduction
00:19 the invoice we're going to extract
02:12 split text into lines (text list)
02:53 create subflow to extract general invoice info
03:10 for each loop to loop through each item in text list
05:48 Extracting "date" and "due date"
10:07 Extracting "Contact" (repeat previous steps)
10:27 Extracting "Balance due" (repeat previous steps)
10:38 Extracting "Subtotal" (repeat previous steps with modification)
10:57 Extracting "Tax" (repeat previous steps)
11:10 Extracting "Shipping" (repeat previous steps)
11:22 Extracting "Total" (repeat previous steps)
11:35 Run the flow to extract general invoice data
Stay tuned for part 2 of the video, where we will walk you through extracting the invoice table items (item, quantity, amount) with text manipulation.
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