Power Automate Desktop: PDF Extraction and Application Entry

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Power Automate Desktop: PDF Extraction and Application Entry

Рет қаралды 40,633

Anders Jensen

Күн бұрын

Пікірлер: 78

@andersjensenorg Жыл бұрын

Watch this video next: kzfaq.info/get/bejne/bbhleM2kzarTgYk.html Thanks for all the likes and support 🙌🔥 Instagram behind the scenes: @andersjensenorg

@andersjensenorg Жыл бұрын

Thanks a lot, my friend 💪😊

@glad1ator71 3 күн бұрын

That was an awesome Project, Anders! You are a great at explaining things!

@himike19731 Ай бұрын

Great Video! Even when this video was done 1 year ago. it still benefited me a lot. How I wish that I got to know your channel much earlier.

@andersjensenorg Ай бұрын

I'm so glad to hear, thanks a lot for the nice words 💯❤️ Kind regards, Anders

@boochi_coming 6 ай бұрын

Thank you for the turorial. i liked a lot. and it has so much learning. you explaination is very good drilling down into complexicity. you are a good teacher.

@andersjensenorg 6 ай бұрын

Grateful for your feedback, Lalithchary! Delighted to hear you found it educational 📘 Kind regards, Anders

@dineshpokala2939 Жыл бұрын

Awesome , Thanks for making the content like this with real word scenarios and best practices.

@andersjensenorg Жыл бұрын

Hey Dinesh, it's my pleasure 🙏🙂 Thanks for your support, it helps me a LOT 💪 Have a great day. Kind regards, Anders

@grzegorz2852 Жыл бұрын

great job, as always. I learn from you a lot of new things all the time. i have been using PA Desktop for a truly long period of time, but I wasn't aware of 'region'.

@andersjensenorg Жыл бұрын

Hey Grzegorz. To be fair, it's a brand new feature (released a couple of weeks ago) 😅 Thanks a lot. Kind regards, Anders

@Pedrohd3280 Жыл бұрын

@Mr Anders, congratulations on the class, I learn more and more by watching your classes. like guaranteed!!!!!

@andersjensenorg Жыл бұрын

Hey Pedro, thanks a ton for your support, it's highly appreciated 🙌💪 Have a great day. Kind regards, Anders

@peteharrison3241 11 ай бұрын

I'm really impressed with PAD, but mostly with your tutorial. The step by step approach as really shown me how to look at this type of business problem. However, I did run into a couple of problems: Converting the datetime process continued to fail unless I changed my Windows region to English US. In the end I added another variable to hold the UK date format separate from the Data Table and used it to update the excel spreadsheet. Secondly, I continually got errors saving the spreadsheet. There is a documented problem with PAD and I added a .bat file to run in the End Processing with a command 'taskkill excel.exe /F' which forced Excel to end and stopped the error of it telling the spreadsheet was read only. But this aside, thank you for your great work. Now I'm going to tackle my own problem.

@andersjensenorg 7 ай бұрын

Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 10,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): kzfaq.info/get/bejne/rr12rZCEnpy8d6M.html Kind regards, Anders

@gerritvanstraaten7390 2 ай бұрын

Perfect explanation. Subscribed!

@andersjensenorg 2 ай бұрын

I'm so glad to hear, thanks 😊

@shaunrowley7230 Жыл бұрын

Thanks for another great video again! Thanks for explaining Regions and RegEx hopefully this will help with my OneDrive Project to obtain the tags for images, export, rename and import back to Onedrive, then move to various folders based on the image tag to make a timeline of images and events

@andersjensenorg Жыл бұрын

Hey shaun. Thanks a ton 😍😍😍 Appreciated. Please share the progress. Kind regards, Anders

@amaryelane2615 Жыл бұрын

Thanks, @Anders Amazing & useful content. Make a video on Error & Exception Handling in detail.

@andersjensenorg Жыл бұрын

Hey Amar, thank you so much for the very nice comment 🙌🙂 Error-handling is on my to-do. Kind regards, Anders

@amitgurav2250 14 сағат бұрын

Great tutorial @andersjensenorg. 1 doubt, How to take the value of Quantity, Description etc. Thanks 😊

@MeerAutomationHub 8 ай бұрын

awesome..... very nicely explained.... thanks a lot

@andersjensenorg 8 ай бұрын

My pleasure, thank you 👋😊

4 ай бұрын

That was a great video, thank you so much. Any other material were dealing with multiples instances for the match expression. Let say, you have an unknown number of invoices in a single PDF, therefore you need to iterate through different match for the each Regexp for "Date"; "Account Name" and "Email"?

@andersjensenorg 4 ай бұрын

Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 12,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): kzfaq.info/get/bejne/rr12rZCEnpy8d6M.html Kind regards, Anders

@amandeepsingh-od8px 9 ай бұрын

Thank you very much for the Video.

@andersjensenorg 9 ай бұрын

Thank you so much for making such a nice comment 😊🙌 Kind regards, Anders

@Lamouettekamikaze 2 ай бұрын

What is the point of the Contoso app part again ? Thank you for your awesome content ❤

@andersjensenorg 2 ай бұрын

Thank you so much, just to show, that you can extract data from PDFs and input them into an application 😊 Kind regards, Anders

@mohamednabilismail4868 27 күн бұрын

Impressive project 👏 👌

@andersjensenorg 27 күн бұрын

Thank you so much 🤗❤️

@honeymethil 10 ай бұрын

Thanks for this valuable share. Please make a video on bulk upload or excel upload (excel to be picked from a folder) in a web application using power automate desktop.

@andersjensenorg 10 ай бұрын

Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 9000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): kzfaq.info/get/bejne/rr12rZCEnpy8d6M.html Kind regards, Anders

@PranitaHolkar-bs3sm 9 ай бұрын

Awesome Project

@andersjensenorg 9 ай бұрын

Many thanks 😊 Kind regards, Anders

@balakrishnar7749 11 ай бұрын

great work !

@andersjensenorg 10 ай бұрын

Thanks a lot 🤩

@chulitoalbo3958 11 ай бұрын

Grate Video! How do you create a Developer Enviroment? Or do you need to create the RPA -FLow with that Computer where the works has to be done? Thank you :)

@andersjensenorg 11 ай бұрын

@jamescline3255 Жыл бұрын

Very good video instruction. Wondering why date is populating Contoso with May 23, 2023 and not 5/23/2023?

@andersjensenorg Жыл бұрын

Thank you so much, that's some of the challenges we experience as RPA developers 🙂

@peteharrison3241 11 ай бұрын

Just found a module 'Recognise entries in Text' which found dates in strings like "01 March 2023" and "Feb 02, 2021" and converted them into '01/03/2023 00:00:00' and '02/02/2021 00:00:00' respectfully.

@andersjensenorg 7 ай бұрын

Great job, Pete. I still prefer RegEx due to its flexibility, but both solutions are great. Kind regards, Anders

@pepper_lab Жыл бұрын

Thank you 💕💕💕💕💕 😎😎😎

@andersjensenorg Жыл бұрын

My pleasure 😍😎

@rodcas Жыл бұрын

let’s say you have 50-60 clients with invoices that have different layout, this method would require to adjust for each type of client/layout, correct?

@andersjensenorg Жыл бұрын

Exactly. RegEx is next to none for structured data. For unstructured data AI is our friend: kzfaq.infotmxvLAT3C7s 🙂

@rodcas Жыл бұрын

@@andersjensenorg thanks for sharing that link 🙏 Will check it out!

@andersjensenorg Жыл бұрын

My pleasure. And a nice observation from you 💪

@lesliedanill 10 ай бұрын

I’m building something like this right now for our AP, and I’d rather not pay for AI or any other add-ons. What I’ve done is: 1) Power Automate CLOUD flow monitors my email and grabs out the PDFs and files them to the correct Vendor Number. This is pretty easy because all invoices for a vendor usually come from the same email address or have the same subject line. 2) In Power Automate Desktop, I used similar method as this video plus a “Switch” case with different sets of regex based on the Vendor Number which is already assigned. You’ll have to build in error handling if you are automating to this extent, so for one example, on several of my vendors I have it “qualify” the file by checking for the vendor’s logo using “Run Application” to open the PDF, then “If Image” to check for the Vendor logo. You could also qualify with regex, as many invoices have commonalities like the Vendor Name is always in a certain position, or the last line is some specific blurb from their billing department.

@gerardbreivik-uk9vc Жыл бұрын

Good stuff

@andersjensenorg Жыл бұрын

Appreciate it 🙌😎

@user-fb2ou6xu1y Жыл бұрын

Hi Anders Great video but can you write the regex in the comments, it´s hard to see in the video?

@andersjensenorg Жыл бұрын

Hey Nicklas. Thanks a lot 🙂 Can you try click on the settings and change the resolution to 1080p? If the problem persist, please send me an email on anders@andersjensen.org and I send you the code to the DataTable. Kind regards, Anders

@peteharrison3241 Жыл бұрын

I'm stuck 54:00 converting the date string to DateTime, I'm choosing %RefEx[0][2]% for the input and the custom format of MMM d, yyyy (the input string looks like 'Sep 21, 2022') . I get an error "The provided tect can't be converted into a valid datetime". I've tried many different custom formats, MMM dd, yyyy mmm dd, yyyy etc and nothing works

@andersjensenorg 11 ай бұрын

MMM dd, yyyy or MM d, yyyy will work 🙂

@peteharrison3241 11 ай бұрын

@@andersjensenorg No they don't!

@mrnock2 11 ай бұрын

I had the same issue and solved it by changing the format of the Date column in the Excel to Date format with Type '*14/03/2012' with my Locale (location) country. Then, there would be no need to custom the date format because it will be written in the proper format.

@peteharrison3241 11 ай бұрын

@@mrnock2 not sure I've seen the * in the date format before.

@36chethan 10 ай бұрын

Hi Andres, I have different types of invoice format in PDF, for which i want to extract the basic details like invoice number, date, base amount, total amount and discerption. how to get this done in power automate?

@andersjensenorg 10 ай бұрын

@user-ws4ih1ev1q 5 ай бұрын

@andersjensenorg can u create a video in which we do not have to buy a premium, Im a student from college and my project got stuck halfway when u started using table from preimum feature, can you please help how we can move ahead with the free version?

@andersjensenorg 4 ай бұрын

Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 11,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): kzfaq.info/get/bejne/rr12rZCEnpy8d6M.html Kind regards, Anders

@HuynhNguyen-pf5cl Жыл бұрын

thanks

@andersjensenorg Жыл бұрын

You're welcome! 🙂

@blooperioo Жыл бұрын

Wait, on 23:00 it said to add variables ContosoPath, but the next thing the contoso path variable is gone? I'm confused

@andersjensenorg Жыл бұрын

Sorry, an editing mistake. You can either use the variable in the Run application or hardcode it in. Kind regards, Anders

@Katleenfarine 5 ай бұрын

17:55 it never works, I don't know why :/ %RegEx[RowNumber]['Pattern']% the error is : "Variable 'RegEx[RowNumber] doesn't have a property 'Pattern'. The format should be : %Datatable[RowIndex][ColumnIndex]% %Datatable[RowIndex]['ColumnName']% For example, %RegEx[2][0]% %RegEx[2]['Pattern']%

@andersjensenorg 4 ай бұрын

@MonteBStJohns Жыл бұрын

I was hopiong you cuold cut & paste your actual PAD Flow to a txt file? - I downloaded the Course Material and didn't see anything?

@andersjensenorg Жыл бұрын

Hey Monte. Please send me an email and I send you the code 🙂 My email address is here: www.youtube.com/@andersjensenorg/about (scroll a little down). KInd regards, Anders