Power Automate Desktop : Extract text from a PDF file & rename the file using the extracted text

[@naeemsayyad9233]

Thank you so much...This is what i needed

[@jamblerx69]

This is what I need. Thank you for this. I'm a subscriber now.

[@powerinfotainment]

@jamblerx69, we really appreciate your kind words and support. Thank you very much for subscribing 🙏

[@jamblerx69]

@@powerinfotainment Hi, I was able rename files following your video. Thanks. But I'm having issues with scanned pdf to be rename. The text doesn't get extracted, it is readable but somehow power automate can't read the data. can you do a video for that. Thanks in advance.

[@powerinfotainment]

@rx69 Scanned pdfs are stored as images. So, you have to extract images from pdf and then instead of the action 'Extract Text from PDF', you an use 'Extract test with OCR' under OCR actions. This video demonstrates the extraction of text from an image : kzbin.info/www/bejne/bILQgnmjjpqgqNU. The rest of the flow will continue to be the same. As I am preoccupied with other commitments in March, I may be able to create a video only in April. Thank you very much

[@aaldowla]

Very clearly explained !!!

[@daniellebezuidenhout8156]

Hi this video is amazing , but i have 8 pdf files that each have their own text list , how can i filter the file to set up each loop per doc name - as text lists are not the same but the Persons Name is so need to rename all the files with the persons name & which doc it is as per the file filter i need and with the Rename how do we string the text filters %[9][8]% for the Rename ?

[@powerinfotainment]

@daniellebezuidenhout8156 We really appreciate your kind words. The only solution I can think of is putting files having similar structure in separate folders and edit the flow as per the text in each folder. Regarding stringing 2 values, please try %[9]&" "&[8]%

[@AbdellahB-y3x]

Hi Power Infotainment team, you're making a wonderful explanations. However, whenever I'm trying to split the text (after the extraction step) i got an error message that says "Index 27" is out of range. any idea where the issue comes from? thanks in advance for your help.

[@powerinfotainment]

This flow would work only on files that have the same structure, which means the invoice number or purchase order number should be at the same position in all the files. You may get this error, if it is not so. You may please examine all the files, remove the files that do not have the same structure and run the flow again. Another reason could be that an invoice/ invoices may have been scanned as an image and converted into pdf. The invoices should be scanned as a documents and converted to pdf. Hope this helps

[@ishaque_84]

@@powerinfotainment It is giving error; may be the reason is the files are scanned as image. Could you please share an alternative way to extract specific text(s) as file name from the same scanned file as image?

[@powerinfotainment]

@@ishaque_84 Please try the technique used in this video. kzbin.info/www/bejne/oWjUhGavpNOgiNk or this video kzbin.info/www/bejne/bILQgnmjjpqgqNU. Without a sample file, the nature of the problem is difficult to ascertain

[@antriciary]

Im having issues defining the variable with item list. My version only allow me to put "=TextList" if I put % it will take it as constant value and if I put the [3] it will show as error. Please help.

[@powerinfotainment]

Please install the latest version of power automate desktop and try again learn.microsoft.com/en-us/power-automate/desktop-flows/install When you select the variable by double clicking on X, it is displayed with % signs by default, you have to leave the % marks as they are . The result should be %TextList[3]%

[@vamshimedishetty5624]

Your explanation is very good and simple. Thanks a lot madam. Could you let me know how to add/insert logo to each page at top in splitted pdf files. I tried a lot but failed. Could you make video on it please.

[@powerinfotainment]

Thanks a lot for your kind words. Shall create a video on inserting an image to a pdf file using Power Automate shortly. Please help us by subscribing to our channel, if you are not a subscriber.🙏

[@vamshimedishetty5624]

@@powerinfotainment I am already subscribed after watching your first video.

[@powerinfotainment]

@@vamshimedishetty5624 Thank you very much. We really appreciate your support 🙏

[@powerinfotainment]

Here's the link to the video you have requested kzbin.info/www/bejne/opXLaIxpqdyDeJY. Hope this helps

[@CLos2381]

This is amazing. Thank you for the thorough explanation. How would I be able to reaname the file with multiple criteria? For example, the pdf has the company name in 1 line and the pirchase order on another line. I would like the file named "company name"-"purchase order". Edit-Figured this out after tinkering with the flows.

[@powerinfotainment]

We really appreciate your kind words. You can extract the company name & purchase order in separate variables and join the variables using an & , like textlist2&"_"&textlist3. Instead of _(underscore) as a separator, you may use a space between " ". Hope this helps. Please help us by subscribing to our channel🙏

[@medinatrent-borja8939]

@@powerinfotainmentThank you so much for this video! Very clear instructions and exactly what I needed to save countless hours of repetitive tasks. 🙌. Liked and subscribed so that I don’t miss out on future content.

[@powerinfotainment]

@@medinatrent-borja8939 We really appreciate your kind words . Thank you very much for liking and appreciating. Your appreciation is very encouraging to create more useful content.❤🙏🙏

[@al.schwartz]

thank you. very well explained

[@entertainmentinlife8832]

I need to add 2 numbers is there any option

[@powerinfotainment]

You may try using the ampersand(&), such as %text[1] & text[2]%. If you are not a subscriber, please help us by subscribing to our channel 🙏

[@entertainmentinlife8832]

@powerinfotainment i have used %Text[6]&Text[7]% but I am getting Syntax error So I have added one more Rename file(s) with Rename Scheme as Add text. Successfully I can add 2 but i need to add 3rd but it shows error while running is there any option for the 3rd one

[@powerinfotainment]

@@entertainmentinlife8832 We provide consultation services to Gold members of our channel by obtaining sample data. We will be available for consultation from 5 Dec 2024 onwards

[@CLos2381]

One more question, when I try doing this to a fillable PDF form that's filled out it doesn't give me the option to extract the sections that are fillable, do you know why this is?

[@powerinfotainment]

We need to look into it. Whenever we can find sample data which is editable, we shall look into it

[@CLos2381]

Thank you. This is the only thing holding me back from being able to bulk rename PDFs required for my group. A solution would be greatly appreciated.

[@sandipansarkar9211]

finished watching

[@Oluwatobi_odu]

Got an error message in the end😢😢

[@powerinfotainment]

pause the video at each step and build the flow. It will work. Make sure all the flies are closed. If you got an error and want to try again, ensure that the data that work on is in its original state. Good luck

[@amazon5665]

I am getting error at the 4th step, split text Po#

[@powerinfotainment]

Please pause the video at each step and follow exactly as shown.

[@amazon5665]

@@powerinfotainment Did, the folder contains multiple pdfs, but the name changed for only the first pdf

[@powerinfotainment]

@@amazon5665 Please ensure that the Rename action is within the For each loop