Power Automate Desktop: PDF Extraction and Application Entry

Поділитися
Вставка
  • Опубліковано 3 гру 2024

КОМЕНТАРІ • 84

  • @andersjensenorg
    @andersjensenorg  Рік тому +8

    Watch this video next: ua-cam.com/video/7R5EjshDoQU/v-deo.html
    Thanks for all the likes and support 🙌🔥
    Instagram behind the scenes: @andersjensenorg

  • @himike19731
    @himike19731 5 місяців тому +2

    Great Video! Even when this video was done 1 year ago. it still benefited me a lot. How I wish that I got to know your channel much earlier.

    • @andersjensenorg
      @andersjensenorg  4 місяці тому

      I'm so glad to hear, thanks a lot for the nice words 💯❤️ Kind regards, Anders

  • @glad1ator71
    @glad1ator71 3 місяці тому +1

    That was an awesome Project, Anders! You are a great at explaining things!

    • @andersjensenorg
      @andersjensenorg  20 днів тому

      Hey glad, first of all sorry for the late reply! Many thanks for the nice comment 😊🙌 Kind regards, Anders

  • @dineshpokala2939
    @dineshpokala2939 Рік тому +3

    Awesome ,
    Thanks for making the content like this with real word scenarios and best practices.

    • @andersjensenorg
      @andersjensenorg  Рік тому +1

      Hey Dinesh, it's my pleasure 🙏🙂 Thanks for your support, it helps me a LOT 💪 Have a great day. Kind regards, Anders

  • @boochi_coming
    @boochi_coming 9 місяців тому +1

    Thank you for the turorial. i liked a lot. and it has so much learning. you explaination is very good drilling down into complexicity. you are a good teacher.

    • @andersjensenorg
      @andersjensenorg  9 місяців тому

      Grateful for your feedback, Lalithchary! Delighted to hear you found it educational 📘 Kind regards, Anders

  • @peteharrison3241
    @peteharrison3241 Рік тому +1

    I'm really impressed with PAD, but mostly with your tutorial. The step by step approach as really shown me how to look at this type of business problem.
    However, I did run into a couple of problems:
    Converting the datetime process continued to fail unless I changed my Windows region to English US. In the end I added another variable to hold the UK date format separate from the Data Table and used it to update the excel spreadsheet.
    Secondly, I continually got errors saving the spreadsheet. There is a documented problem with PAD and I added a .bat file to run in the End Processing with a command 'taskkill excel.exe /F' which forced Excel to end and stopped the error of it telling the spreadsheet was read only.
    But this aside, thank you for your great work. Now I'm going to tackle my own problem.

    • @andersjensenorg
      @andersjensenorg  11 місяців тому

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 10,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ua-cam.com/video/xWFz-S96XGo/v-deo.html Kind regards, Anders

  • @grzegorz2852
    @grzegorz2852 Рік тому +1

    great job, as always. I learn from you a lot of new things all the time. i have been using PA Desktop for a truly long period of time, but I wasn't aware of 'region'.

    • @andersjensenorg
      @andersjensenorg  Рік тому +1

      Hey Grzegorz. To be fair, it's a brand new feature (released a couple of weeks ago) 😅 Thanks a lot. Kind regards, Anders

  • @Pedrohd3280
    @Pedrohd3280 Рік тому

    @Mr Anders, congratulations on the class, I learn more and more by watching your classes. like guaranteed!!!!!

    • @andersjensenorg
      @andersjensenorg  Рік тому

      Hey Pedro, thanks a ton for your support, it's highly appreciated 🙌💪 Have a great day. Kind regards, Anders

  • @gerritvanstraaten7390
    @gerritvanstraaten7390 5 місяців тому +1

    Perfect explanation. Subscribed!

  • @peteharrison3241
    @peteharrison3241 Рік тому +1

    Just found a module 'Recognise entries in Text' which found dates in strings like "01 March 2023" and "Feb 02, 2021" and converted them into '01/03/2023 00:00:00' and '02/02/2021 00:00:00' respectfully.

    • @andersjensenorg
      @andersjensenorg  11 місяців тому

      Great job, Pete. I still prefer RegEx due to its flexibility, but both solutions are great. Kind regards, Anders

  • @shaunrowley7230
    @shaunrowley7230 Рік тому +1

    Thanks for another great video again! Thanks for explaining Regions and RegEx hopefully this will help with my OneDrive Project to obtain the tags for images, export, rename and import back to Onedrive, then move to various folders based on the image tag to make a timeline of images and events

    • @andersjensenorg
      @andersjensenorg  Рік тому +1

      Hey shaun. Thanks a ton 😍😍😍 Appreciated. Please share the progress. Kind regards, Anders

  • @MeerAutomationHub
    @MeerAutomationHub Рік тому +1

    awesome..... very nicely explained.... thanks a lot

  •  7 місяців тому +1

    That was a great video, thank you so much. Any other material were dealing with multiples instances for the match expression. Let say, you have an unknown number of invoices in a single PDF, therefore you need to iterate through different match for the each Regexp for "Date"; "Account Name" and "Email"?

    • @andersjensenorg
      @andersjensenorg  7 місяців тому +1

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 12,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ua-cam.com/video/xWFz-S96XGo/v-deo.html Kind regards, Anders

  • @amandeepsingh-od8px
    @amandeepsingh-od8px Рік тому +1

    Thank you very much for the Video.

    • @andersjensenorg
      @andersjensenorg  Рік тому

      Thank you so much for making such a nice comment 😊🙌 Kind regards, Anders

  • @peteharrison3241
    @peteharrison3241 Рік тому +1

    I'm stuck 54:00 converting the date string to DateTime, I'm choosing %RefEx[0][2]% for the input and the custom format of MMM d, yyyy (the input string looks like 'Sep 21, 2022') . I get an error "The provided tect can't be converted into a valid datetime".
    I've tried many different custom formats, MMM dd, yyyy mmm dd, yyyy etc and nothing works

    • @andersjensenorg
      @andersjensenorg  Рік тому

      MMM dd, yyyy or MM d, yyyy will work 🙂

    • @peteharrison3241
      @peteharrison3241 Рік тому

      @@andersjensenorg No they don't!

    • @mrnock2
      @mrnock2 Рік тому +1

      I had the same issue and solved it by changing the format of the Date column in the Excel to Date format with Type '*14/03/2012' with my Locale (location) country. Then, there would be no need to custom the date format because it will be written in the proper format.

    • @peteharrison3241
      @peteharrison3241 Рік тому

      @@mrnock2 not sure I've seen the * in the date format before.

  • @chulitoalbo3958
    @chulitoalbo3958 Рік тому +1

    Grate Video! How do you create a Developer Enviroment? Or do you need to create the RPA -FLow with that Computer where the works has to be done? Thank you :)

    • @andersjensenorg
      @andersjensenorg  Рік тому +1

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 9000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ua-cam.com/video/xWFz-S96XGo/v-deo.html Kind regards, Anders

  • @PranitaHolkar-bs3sm
    @PranitaHolkar-bs3sm Рік тому +1

    Awesome Project

  • @balakrishnar7749
    @balakrishnar7749 Рік тому +1

    great work !

  • @amaryelane2615
    @amaryelane2615 Рік тому +1

    Thanks, @Anders Amazing & useful content. Make a video on Error & Exception Handling in detail.

    • @andersjensenorg
      @andersjensenorg  Рік тому

      Hey Amar, thank you so much for the very nice comment 🙌🙂 Error-handling is on my to-do. Kind regards, Anders

  • @Lamouettekamikaze
    @Lamouettekamikaze 6 місяців тому +1

    What is the point of the Contoso app part again ? Thank you for your awesome content ❤

    • @andersjensenorg
      @andersjensenorg  5 місяців тому +1

      Thank you so much, just to show, that you can extract data from PDFs and input them into an application 😊 Kind regards, Anders

  • @amitgurav2250
    @amitgurav2250 3 місяці тому +1

    Great tutorial @andersjensenorg. 1 doubt, How to take the value of Quantity, Description etc. Thanks 😊

    • @andersjensenorg
      @andersjensenorg  3 місяці тому +1

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 13,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ua-cam.com/video/xWFz-S96XGo/v-deo.html Kind regards, Anders

    • @amitgurav2250
      @amitgurav2250 3 місяці тому

      @@andersjensenorg Thanks 😀

  • @honeymethil
    @honeymethil Рік тому +1

    Thanks for this valuable share. Please make a video on bulk upload or excel upload (excel to be picked from a folder) in a web application using power automate desktop.

    • @andersjensenorg
      @andersjensenorg  Рік тому

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 9000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ua-cam.com/video/xWFz-S96XGo/v-deo.html Kind regards, Anders

  • @jamescline3255
    @jamescline3255 Рік тому +1

    Very good video instruction. Wondering why date is populating Contoso with May 23, 2023 and not 5/23/2023?

    • @andersjensenorg
      @andersjensenorg  Рік тому

      Thank you so much, that's some of the challenges we experience as RPA developers 🙂

  • @pepper_lab
    @pepper_lab Рік тому +2

    Thank you 💕💕💕💕💕 😎😎😎

  • @mohamednabilismail4868
    @mohamednabilismail4868 4 місяці тому

    Impressive project 👏 👌

  • @Katleenfarine
    @Katleenfarine 8 місяців тому

    17:55 it never works, I don't know why :/ %RegEx[RowNumber]['Pattern']%
    the error is : "Variable 'RegEx[RowNumber] doesn't have a property 'Pattern'.
    The format should be :
    %Datatable[RowIndex][ColumnIndex]%
    %Datatable[RowIndex]['ColumnName']%
    For example,
    %RegEx[2][0]%
    %RegEx[2]['Pattern']%

    • @andersjensenorg
      @andersjensenorg  8 місяців тому

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 11,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ua-cam.com/video/xWFz-S96XGo/v-deo.html Kind regards, Anders

  • @EarlPlotner
    @EarlPlotner 7 годин тому

    I was having an issue with Outlook wanting to archive the emails for me, so I forwarded them to myself to refresh the receipt date.

  • @blooperioo
    @blooperioo Рік тому

    Wait, on 23:00 it said to add variables ContosoPath, but the next thing the contoso path variable is gone? I'm confused

    • @andersjensenorg
      @andersjensenorg  Рік тому

      Sorry, an editing mistake. You can either use the variable in the Run application or hardcode it in. Kind regards, Anders

  • @rodcas
    @rodcas Рік тому +2

    let’s say you have 50-60 clients with invoices that have different layout, this method would require to adjust for each type of client/layout, correct?

    • @andersjensenorg
      @andersjensenorg  Рік тому +3

      Exactly. RegEx is next to none for structured data. For unstructured data AI is our friend: ua-cam.com/users/livetmxvLAT3C7s 🙂

    • @rodcas
      @rodcas Рік тому +1

      @@andersjensenorg thanks for sharing that link 🙏 Will check it out!

    • @andersjensenorg
      @andersjensenorg  Рік тому

      My pleasure. And a nice observation from you 💪

    • @lesliedanill
      @lesliedanill Рік тому

      I’m building something like this right now for our AP, and I’d rather not pay for AI or any other add-ons. What I’ve done is:
      1) Power Automate CLOUD flow monitors my email and grabs out the PDFs and files them to the correct Vendor Number. This is pretty easy because all invoices for a vendor usually come from the same email address or have the same subject line.
      2) In Power Automate Desktop, I used similar method as this video plus a “Switch” case with different sets of regex based on the Vendor Number which is already assigned. You’ll have to build in error handling if you are automating to this extent, so for one example, on several of my vendors I have it “qualify” the file by checking for the vendor’s logo using “Run Application” to open the PDF, then “If Image” to check for the Vendor logo. You could also qualify with regex, as many invoices have commonalities like the Vendor Name is always in a certain position, or the last line is some specific blurb from their billing department.

  • @gerardbreivik-uk9vc
    @gerardbreivik-uk9vc Рік тому +1

    Good stuff

  • @NicklasAronsson
    @NicklasAronsson Рік тому +1

    Hi Anders
    Great video but can you write the regex in the comments, it´s hard to see in the video?

    • @andersjensenorg
      @andersjensenorg  Рік тому

      Hey Nicklas. Thanks a lot 🙂 Can you try click on the settings and change the resolution to 1080p? If the problem persist, please send me an email on anders@andersjensen.org and I send you the code to the DataTable. Kind regards, Anders

  • @36chethan
    @36chethan Рік тому

    Hi Andres,
    I have different types of invoice format in PDF, for which i want to extract the basic details like invoice number, date, base amount, total amount and discerption. how to get this done in power automate?

    • @andersjensenorg
      @andersjensenorg  Рік тому

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 10,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ua-cam.com/video/xWFz-S96XGo/v-deo.html Kind regards, Anders

  • @amyhampton8913
    @amyhampton8913 3 місяці тому +1

    Where is the video of the AI video? I couldn't find it

    • @andersjensenorg
      @andersjensenorg  3 місяці тому

      Hey Amy, this one is my newest on the topic: ua-cam.com/video/k2UNGxVyOU4/v-deo.html Kind regards, Anders

  • @HuynhNguyen-pf5cl
    @HuynhNguyen-pf5cl Рік тому +1

    thanks

  • @Parth-e9r
    @Parth-e9r 9 місяців тому

    @andersjensenorg can u create a video in which we do not have to buy a premium, Im a student from college and my project got stuck halfway when u started using table from preimum feature, can you please help how we can move ahead with the free version?

    • @andersjensenorg
      @andersjensenorg  8 місяців тому

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 11,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ua-cam.com/video/xWFz-S96XGo/v-deo.html Kind regards, Anders

  • @MonteBStJohns
    @MonteBStJohns Рік тому

    I was hopiong you cuold cut & paste your actual PAD Flow to a txt file? - I downloaded the Course Material and didn't see anything?

    • @andersjensenorg
      @andersjensenorg  Рік тому +1

      Hey Monte. Please send me an email and I send you the code 🙂 My email address is here: www.youtube.com/@andersjensenorg/about (scroll a little down). KInd regards, Anders

  • @afifahsabirah9233
    @afifahsabirah9233 Рік тому

    what about line items? how do we extract the line items and loop it?

    • @andersjensenorg
      @andersjensenorg  Рік тому

      Thanks for writing 😊 I'm getting more than 50 messages daily. While I read all of them, I can’t reply to everyone 😔 But I’ve created an RPA/Automation community where we’re 10,000+ RPA Developers helping each other with solutions and our careers. Here’s the video on how to join (the invitation link is in the video description): ua-cam.com/video/xWFz-S96XGo/v-deo.html Kind regards, Anders

  • @sindremb
    @sindremb Рік тому +1

    Hei Anders :) It appears your Discord invitation URL has expired, so all of your links in all your videos are broken!

    • @andersjensenorg
      @andersjensenorg  Рік тому

      Hejsa Sindre 😀 Many thanks. Which link. The discord.gg/iloveautomation works, but did I use another one? Kind regards, Anders