I need your advice on how to extract information from a pdf on smart document and then use this information in power automate.

Question

Hello, Thank you in advance for your answers. I have a document that is 60 to 150 pages long and I would like to extract information from only 5 pages (accounting ledger with account numbers). I used document intelligent on my document and I specified the labels but it doesn't work as expected.

I was wondering if there would be a way to automate on azure that would allow me to reduce my pdf by specifying the account numbers it should keep for me? Thanks

Answer 1

Hi YONDOU Abdoul-Hakim

Welcome to Microsoft Q&A Forum, thank you for posting your query here!

To extract information from a PDF document using Power Automate, you can leverage the document processing capabilities of AI Builder.

1. Create a Flow in Power Automate:
   • Sign in to Power Automate.
   • Select "My flows" in the left pane, then select "New flow" > "Instant cloud flow".
   • Name your flow and choose "Manually trigger a flow" as the trigger.
2. Add File Input:
   • Expand the trigger and select "+Add an input" > "File" as the input type.
   • Replace "File Content" with a suitable title, such as "My document".
3. Extract Information from the Document:
   • Add a new step and select "AI Builder".
   • Choose "Extract information from documents" from the list of actions.
   • Specify the document type you are working with and provide the file content from the trigger.
4. Specify Page Range:
   • If your document is large (60 to 150 pages), you can specify a page range in the "Pages" parameter to limit the extraction to the relevant pages. For example, if you only want to extract data from pages 1 to 5, you would enter "1-5".
5. Use the Extracted Data:
   • In the subsequent actions, you can use the extracted values from the document. You can manipulate these values or send them to other applications, such as Microsoft Teams or Excel.

Kindly refer the below Documentation: https://learn.microsoft.com/en-us/ai-builder/form-processing-model-in-flow#use-a-document-processing-model-in-power-automate

Hope this helps. Do let us know if you any further queries.

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