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Extract Data From Pdf To Excel Using Power Automate

PDF files are widely used for sharing documents but extracting data from PDF files and transferring it to Excel is not always easy. This is especially true if you have to deal with a lot of files with complex structures.

Fortunately, Power Automate, formerly known as Microsoft Flow, provides a solution to this problem. Power Automate enables you to automate repetitive tasks, such as extracting data from PDF files and transferring it to Excel.

What is Power Automate?

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Power Automate is a cloud-based service that allows you to automate workflows between various apps and services. It enables you to create automated workflows, such as data collection, data entry, file synchronization, and approval processes, without requiring any coding skills.

Power Automate provides more than 300 connectors that allow you to integrate with various third-party apps and services, including Microsoft Office 365, Dynamics 365, SharePoint, OneDrive, Salesforce, Dropbox, Twitter, and Google Drive.

How to Extract Data From PDF to Excel Using Power Automate?

The following steps show you how to create a Power Automate workflow that extracts data from a PDF file and transfers it to an Excel spreadsheet.

  1. Log in to Power Automate.
  2. Create a new workflow by selecting the "Create" button.
  3. Select "Automated flow" and choose the trigger for the workflow. For example, select "When a file is created or modified in a folder" trigger.
  4. Specify the folder where the PDF files are stored.
  5. Add a new action by selecting the "New action" button.
  6. Search for the "PDF" connector and select "Extract data from PDF file" action.
  7. Specify the PDF file to extract data from.
  8. Configure the data extraction options, such as table detection, column headers, and page range.
  9. Add a new action by selecting the "New action" button.
  10. Search for the "Excel" connector and select "Create a table" action.
  11. Specify the Excel workbook and worksheet where the data will be inserted.
  12. Map the extracted data to the Excel table columns.
  13. Save the workflow and test it by uploading a PDF file to the specified folder.

Once the workflow is triggered, Power Automate extracts the data from the PDF file, converts it to a table format, and inserts it into the Excel spreadsheet. You can schedule the workflow to run at specific intervals, such as every day or every hour, to keep the data up to date.

Benefits of Using Power Automate to Extract Data From PDF to Excel

Benefits Of Power Automate

There are several benefits of using Power Automate to extract data from PDF files and transfer it to Excel, including:

  • Improved productivity: Automating repetitive tasks can save time and reduce errors.
  • Flexibility: Power Automate provides a wide range of connectors that enable you to integrate with multiple apps and services.
  • Cost-effective: Power Automate is a cloud-based service that requires no additional hardware or software.
  • Scalability: Power Automate can handle large volumes of data and can be scaled up or down as needed.
  • Accuracy: Power Automate can extract data from PDF files with complex structures and transfer it to Excel with high accuracy.

Conclusion

Power Automate offers a simple and efficient way to extract and transfer data from PDF files to Excel. By automating this process, you can save time, reduce errors, and improve productivity. If you regularly deal with PDF files and need to extract data from them, Power Automate could be the solution you're looking for.

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