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Power Automate Desktop: PDF Extraction and Application Entry

In this Power Automate Desktop tutorial, you'll learn how to automate the time-consuming process of extracting data from PDFs and entering it into an application. With step-by-step guidance, you'll discover how to use Regular Expressions, and Excel in your advanced Power Automate Desktop flows. 📂 Download the course materials: https://klogeandersdk-my.sharepoint.c... VIDEOS FOR YOU: 🔹 Save Web Data to Excel with Power Automate Desktop:    • Save Web Data to Excel - Power Automa...   🔹 How to Extract Data from PDF with Power Automate:    • How to Extract Data from PDF with Pow...   POWER AUTOMATE DESKTOP GROUPS: 👨‍👩‍👧‍👦 Discord:   / discord   - Join my network with 6000+ Automation/RPA developers, where we solve Automation/RPA problems, network, and help each other upgrade our careers. It's free! 👩🏻‍🎓 LinkedIn:   / 12566435   👨🏻‍💻 Facebook:   / 754059285247921   FOLLOW ME: 💼 LinkedIn:   / andersjensenorg   📸 Instagram:   / andersjensenorg   👨 Facebook:   / andersjensenorg   🐦 Twitter:   / andersjensenorg   💌 Email Newsletter: https://andersjensen.org/email-newsle... 00:00:00 Intro 00:03:52 Initialization In Power Automate Desktop, regions are used to group actions to organize and structure your workflow. In addition, they are a way to separate and distinguish different parts of your workflow visually. In the initialization, region variables are created, and applications are opened. 00:05:09 Extract PDF Invoices Use the Extract text from PDF action to read the PDF data into text. We use Regular Expressions (RegEx) to extract data from the PDF. RegEx is a series of characters that defines a search pattern. With the Parse text action, we do the RegEx extraction in Power Automate Deskop. 00:14:15 Dynamic RegEx Instead of having one Parse text action for each RegEx extraction, we create a dynamic solution. First, use a DataTable to store the Name, the RegEx patterns, and the Match. Then Power Automate Desktop loops the DataTable. 00:20:26 Install Contoso Invoicing App The Contoso Invoicing App is a sample application from Microsoft. 00:23:00 UI Automation With a Run Application action, we open an application with Power Automate Desktop. We can click any element in an application with a Click UI element in window action. The Populate text field in window action lets us type into applications. The Set drop-down list value in window action allows us to automate combo boxes. 00:31:15 Dynamic Selector In Power Automate Desktop, a dynamic selector refers to a selector that is generated dynamically during the execution of a workflow. 00:38:49 Extract Application Data The Extract data from window action extracts data from applications. We can save it to either an Excel sheet or a variable. 00:41:59 Reconciliation to Excel We want to store all data in an Excel sheet. The Launch Excel action opens an Excel instance. Remember to specify which sheet to work in with a Set active Excel worksheet action. Finally, we append the data to our Excel sheet. 00:52:29 DateTime Manipulation We can convert any date to the DateTime format we prefer. 00:56:44 Extract Multiple PDFs With a Get files in folder action, we grab the PDF files into a list of file names. With a For each action, we iterate through them. 01:02:23 Save PDFs from Outlook Launch an Outlook instance and save the attachments to a folder with the Retrieve email messages from Outlook action. Then, with a Close Outlook action we close the instance again. 01:07:08 Move Processed PDFs When our flow has processed a PDF, we move the PDF to a folder with processed PDFs. 01:09:07 Move Processed Emails When our flow processes an Outlook email with an attachment, it will move it to another Outlook folder. 01:10:47 Dynamic File Naming #powerautomate #powerplatform #microsoft365