PDF Invoice Data Extraction to Excel Using Power Automate Desktop

PDF to Excel Automation Using Power Automate Desktop

PDF Invoice Data Extraction to Excel Using Power Automate Desktop

Pro Tip: Automate PDF invoice data extraction and export it to Excel using Power Automate Desktop (PAD). This eliminates manual entry and ensures higher accuracy.

Flow Overview

1. Extract text from PDF invoices
2. Split and process text lines
3. Assign extracted data to variables
4. Write data into Excel with headers
5. Save and close Excel automatically

Step-by-Step Workflow

Step 1

Create a New Desktop Flow

Open Power Automate Desktop and create a new flow named PDF_Invoice_To_Excel.

Step 2

Extract Text from PDF

Use the Extract text from PDF action to capture invoice content. Store it in a variable for processing.

ExtractedPDFText

Step 3

Split Text by New Line

Split the text by new line to convert it into a list format.

Result List: TextList

Step 4

Split Individual Fields

Each line contains a key-value pair separated by a colon (:). Use the Split Text with Delimiter action to extract values.

TextList[0] → File Name
TextList[1] → Document Number
TextList[2] → Date
TextList[3] → Amount

Step 5

Store Values in Variables

Use Set Variable actions to assign extracted fields to variables.

FileName
DocumentNumber
DateValue
AmountValue

Step 6

Launch Excel

Use Launch Excel action and set visibility to true for debugging purposes.

Step 7

Write Headers to Excel

Write the headers in the first row of the Excel file:

File Name
Document Number
Date
Amount

Step 8

Write Extracted Data to Excel

Insert each variable into its corresponding cell in Excel’s second row.

Step 9

Save and Close Excel

Save the file and close Excel to complete the automation flow.

✅ Conclusion: This Power Automate Desktop workflow automatically extracts structured data from PDF invoices and exports it to Excel—boosting efficiency and reducing errors.

Author: Thiragabathina Mahesh

Power Automate Desktop Developer and Automation Enthusiast