Hello community!
I'm currently working for a company in Berlin, and we are trying to automatize some tedious process. One of this process is sent the payroll. At the moment, we receive a big Pdf from each City where we work and the manager from each city need to separate this PDF in the different payroll and send to each employee.
So I want to at least automatize de process to separate each payroll. And will be amazing also automatize send it separately to each of them .
The Payrolls are made it with Datev, and not all have the same number of pages. Each worker have a worker number that can help to after send the payroll.
Any suggestions?
Hi
Perhaps you could use an app like PDF.co to automate the splitting of the PDF?
It has a few different actions for splitting PDFs and it looks like one of them could be used to allow the Zap to split the PDF based on a text search:
I think that might work best for your needs here since the number of pages in each section may differ. I’ve not used that action myself but found a guide on the PDF.co website that explains how to use that action which you might find helpful on that: Zapier Scenario: Splitting a PDF into Individual Invoices & Taking Actions Based on Keywords
Hope that helps to get you pointed in the right direction. If you run into any trouble on that just let us know - happy to help further!
Hello -
I am currently running this exact process, but it’s for our invoicing. We get a large single PDF generated from our invoicing system and I need to split it, extract metadata from fields on the invoice and then based on a handling code, email the invoice or drop it into a Sharepoint folder.
We use PDF.CO as shown above and they were very helpful with creating the template and creating a Zap for us. I would highly recommend reaching out to them. Here is a brief overview of our initial flow to read/parse/split the PDF and then take the actions I mentioned:
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