PDF report data from email, straight into a sheet

The scenario reads PDFs from emails, parses the key fields and records them to a sheet with a team notification.

  • PDFs read automatically
  • Key fields sorted into columns
  • The right team gets notified
  • No retyping numbers by hand
Set it up for yourselfScriptera

How it works

To get Gmail notifications in Microsoft Excel 365, you don't need a developer: a ready-made scenario watches events and sends messages for you.

  1. Starts when: New PDF Email Trigger
  2. Then: Workflow Configuration
  3. Check: Check PDF Attachment Exists
  4. If yes: Extract Text from PDF
  5. Then: Parse Key Fields with AI
  6. Then: Normalize Extracted Data
  7. Check: Classify Document Type
  8. If yes: Store Invoice Data
  9. Then: Store All Extracted Data
  10. Then: Send Summary Notification
  11. If no: Summarize Report with AI
  12. If no: Notify Contract Team
  13. If no: Error Handler and Logger
  14. Then: OpenAI Chat Model
  15. Then: Structured Output Parser
  16. Then: OpenAI Chat Model for Summary

You can launch this Gmail + Microsoft Excel 365 integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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