How to Extract Data from PDF with Power Automate – Step-by-Step Tutorial
Tex-IT
2,482 views
In this video, you’ll learn how to extract data from PDF files automatically using Power Automate and AI Builder.
We use PDF invoices as a practical example and build the entire automation step by step. Power Automate receives the PDF, AI Builder analyzes the document and extracts the information we need, and the results are automatically stored in Excel.
Instead of manually opening PDF files and copying information into another system, you can use this approach to turn information inside documents into data that can be used throughout your Power Automate flows.
In this video, you’ll learn:
How to upload and process a PDF file with Power Automate
How to use the AI Builder Process invoices action
How to pass PDF file content to AI Builder
How AI Builder recognizes information inside an invoice
How to extract values such as invoice number, invoice date, due date, supplier, and total amount
How to use extracted PDF data as dynamic content
How to automatically add the extracted information to Excel
How to test the same flow with different PDF invoices
How the same approach can be automated with PDFs from SharePoint, email, or other sources
This video is perfect if you’re new to Power Automate and want to learn how to extract structured information from PDF documents and use that data in your own automated processes.
Please note that AI Builder requires the appropriate AI Builder or Copilot credit capacity in your Power Platform environment.
Thanks for watching.
At Power Ninjas, I create interactive e-learning courses focused on the Microsoft Power Platform — practical, structured, and built around real scenarios.
🎯 BONUS
Get $10 off my interactive course Build Your First Model-Driven App
👉 https://www.power-ninjas.com
Use discount code USD10, EU10, or RPN10 at checkout
If this video was helpful, give it a like and consider subscribing for more practical Microsoft 365 and Power Platform content.
#PowerAutomate #AIBuilder #PDF #Microsoft365 #PowerPlatform #Automation #LowCode
2 Comments
How to Extract Data from PDF with Power Automate – Step-by-Step Tutorial
Tex-IT
2,482 views
In this video, you’ll learn how to extract data from PDF files automatically using Power Automate and AI Builder.
We use PDF invoices as a practical example and build the entire automation step by step. Power Automate receives the PDF, AI Builder analyzes the document and extracts the information we need, and the results are automatically stored in Excel.
Instead of manually opening PDF files and copying information into another system, you can use this approach to turn information inside documents into data that can be used throughout your Power Automate flows.
In this video, you’ll learn:
How to upload and process a PDF file with Power Automate
How to use the AI Builder Process invoices action
How to pass PDF file content to AI Builder
How AI Builder recognizes information inside an invoice
How to extract values such as invoice number, invoice date, due date, supplier, and total amount
How to use extracted PDF data as dynamic content
How to automatically add the extracted information to Excel
How to test the same flow with different PDF invoices
How the same approach can be automated with PDFs from SharePoint, email, or other sources
This video is perfect if you’re new to Power Automate and want to learn how to extract structured information from PDF documents and use that data in your own automated processes.
Please note that AI Builder requires the appropriate AI Builder or Copilot credit capacity in your Power Platform environment.
Thanks for watching.
At Power Ninjas, I create interactive e-learning courses focused on the Microsoft Power Platform — practical, structured, and built around real scenarios.
🎯 BONUS
Get $10 off my interactive course Build Your First Model-Driven App
👉 https://www.power-ninjas.com
Use discount code USD10, EU10, or RPN10 at checkout
If this video was helpful, give it a like and consider subscribing for more practical Microsoft 365 and Power Platform content.
#PowerAutomate #AIBuilder #PDF #Microsoft365 #PowerPlatform #Automation #LowCode