topic Outlook Email Attachment Get data in Workato Pros Discussion Board

Outlook Email Attachment Get data

gajanan-patil — Thu, 03 Feb 2022 20:33:52 GMT

Hey Everyone !!

I am trying to extract data from a input pdf sent over email , i am able to get the name of pdf but not able to get any data pill - as i want to extract text/data from pdf file and compare with some expected data fields . Does anyone have idea how i can get data from pdf file ?

Thanks in advance !

Re: Outlook Email Attachment Get data

sathia-seelan — Thu, 03 Feb 2022 20:36:16 GMT

Hey! You won't be able to pull data from a PDF file directly into Workato. Perhaps a third party software such as DocParser can help you here. I have pushed the PDF to DocParser and extract data from DocParser and used that in Workato.

Re: Outlook Email Attachment Get data

deven-maru — Thu, 03 Feb 2022 20:39:52 GMT

Gajanan Patil what type of document is this PDF (for example, an invoice)? And what is the use case you're trying to automate?

Cc Sonia Prakasam

Re: Outlook Email Attachment Get data

gajanan-patil — Thu, 03 Feb 2022 20:42:56 GMT

Hey Deven i am trying to explore features of uipath and this is just for getting upskill in workato , answering to your question yes its template of invoice

Re: Outlook Email Attachment Get data

gajanan-patil — Thu, 03 Feb 2022 20:43:46 GMT

Sathia thanks for responding let me give a try

Re: Outlook Email Attachment Get data

mroldanvega — Thu, 03 Feb 2022 20:49:11 GMT

Here's a blog post that references what Sathia said - https://www.workato.com/product-hub/scaling-the-document-mountain-with-workato-and-docparser/

+1 as a feature request. I am following this closely as I would be interested in knowing if Workato will add this in the future. Deven Maru

Re: Outlook Email Attachment Get data

deven-maru — Thu, 03 Feb 2022 21:11:42 GMT

Manny, it's in the roadmap plan for this year.

Sonia Prakasam can provide more details.

Re: Outlook Email Attachment Get data

mroldanvega — Thu, 03 Feb 2022 21:16:44 GMT

Great! Thank you.

Re: Outlook Email Attachment Get data

sonia-prakasam — Fri, 04 Feb 2022 03:49:28 GMT

Thanks Deven,

Gajanan Patil - we have a couple of connectors like Abby, Ephesoft, Nanonets and Docparser currently that help solve this problem but you have to procure them separately. Happy to jump on a call and walk you through it. That said, we plan to build document processing into Workato and have it tentatively on roadmap for 22.2.

Manuel Roldan-Vega I would like to jump on a call to learn more about your use case if this of interest to you.

Re: Outlook Email Attachment Get data

mroldanvega — Fri, 04 Feb 2022 03:56:09 GMT

Sure. it is similar to Gajanan Patil is to get data from invoices sent in PDF format.

Feel free to coordinate with Woon Chee Kok or Ahmad Moussa and we can have a call to discuss.