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  • Extracting Data from a PDF as they're added to OneDrive and insert it into an Excel Spreadsheet

I’m trying to find a way I can drop a PDF file into a OneDrive folder and have Zapier pick it up, extract data from the form, and enter that data into Excel.

 

I’ve been able to set up my OneDrive and tell Zapier to look for new documents, but how do I organise it to take the data from my PDF, and then add it to a new row in Excel in a certain format?

Hi @algray 

Try using a PDF app.

Zap app Category for Documents: https://zapier.com/apps/categories/documents

 

 

@algray 

Another alternative is to use AI, such as ChatGPT, which can handle PDF files.

https://zapier.com/apps/chatgpt/integrations#triggers-and-actions

 

I’m using PDF.co and building a template to pull the information, is that correct?

@algray 

The key is making sure the data is parsed accurately from the PDF app used in the Zap step, then that data can be sent to Excel.

I think I’ve got it set up. I’ve added a new file to the OneDrive so will see in the morning if it has done the magic!

I used PDF.co and made my own template, although it turns out that the app was finding my text fields just fine without me defining them. I seem to be burning through credits though, are there other PDF parsers that you would recommend? Otherwise I’ll review the link you’ve already helpfully provided and do an assessment!

Thank you!

@algray 

Zap app Category for Documents that handle PDFs: https://zapier.com/apps/categories/documents

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