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Tired of dealing with input errors and manual copy-pasting when extracting email addresses from PDFs?
Manually checking and transcribing email addresses from PDFs, like invoices, application forms, or survey responses, can be time-consuming and error-prone. Copying them one by one into a spreadsheet is not only tedious but also increases the chance of oversight or data entry mistakes.
This problem becomes even more overwhelming when you're handling large volumes of PDFs, often cutting into time that could be spent on more important tasks.
Imagine a simple workflow that automatically extracts email addresses from PDF files and accurately transfers them to the tools you use, without the need for any manual input. By automating this process, you can eliminate human error, save time, and focus on higher-value work.
In this guide, we’ll show you how to create such an automated workflow using no-code tools. You won’t need any programming experience to set it up, and you can start implementing it right away.
As a practical example, we’ll walk through how to automatically extract email addresses from PDF files and save the data into Microsoft Excel.
Yoom offers ready-made templates to automate the extraction of email addresses from PDF files.
If you’re eager to jump in and see it in action, click the banner below to try automation right away!
We provide automation templates designed to streamline business workflows by automatically extracting and recording email addresses from PDF files received through your existing tools.
These templates help eliminate manual data entry errors and save valuable time, making it easy to build mailing lists and organize customer data more efficiently.
Interested? Click below to learn more!
<span class="mark-yellow">Automatically extract email addresses from PDF attachments in incoming emails (via Gmail or Outlook) and transfer them directly into Microsoft Excel</span>.
This workflow simplifies the process of collecting and managing contact information from inquiry or request emails, allowing your team to respond more quickly and stay organized.
<span class="mark-yellow">Automatically read email addresses from PDF files submitted through form tools like Google Forms and transfer the data into Microsoft Excel</span>.
It’s a seamless way to manage information from event registrations, surveys, or applications, and makes follow-ups a breeze.
<span class="mark-yellow">You can automatically detect and extract email addresses from PDF files stored in cloud storage platforms like OneDrive or Dropbox and transfer them directly into Microsoft Excel</span>.
This allows you to efficiently pull contact information from archived documents, such as contracts and reports, and build a well-organized, searchable database with minimal effort.
Let’s walk through how to build a no-code workflow that automatically extracts email addresses from PDF files submitted via Google Forms, using OCR (Optical Character Recognition), and transfers the data into Microsoft Excel.
We’ll be using Yoom to build this workflow. If you don’t have a Yoom account yet, you can get started by signing up [here].
[What is Yoom]
This example involves four main steps:
Before setting up your Flowbot, you'll need to link Yoom with each required app. Follow the steps below to register Google Forms, Google Drive, and Microsoft Excel under My Apps in Yoom.
Log in to your Yoom account.
Navigate to My Apps, then click Add.
From the list of available apps, select Google Forms.
Click Sign in with Google.
Choose the Google account you'd like to connect.
Click Continue.
Click Continue.
Google Forms is now connected to Yoom.
Go to My Apps, then click Add.
Search for and select Google Drive from the list.
Click Sign in with Google.
Choose the Google account you'd like to connect.
Click Continue.
Click Continue.
Google Drive is now registered as one of your apps.
Note: Microsoft 365 (formerly Office 365) offers both personal and business plans. You’ll need a Microsoft 365 Business account to complete this setup. Authentication may fail with personal plans.
As with the others, go to My Apps and click Add.
Select Microsoft Excel from the app list (use the search bar for faster access).
Click on your Microsoft account to begin the connection process.
Enter your password and click Sign In.
Microsoft Excel is now connected to Yoom.
Start by copying the pre-built template from the Yoom website.
While you can also build a Flowbot from scratch, using a template makes setup quicker and easier, perfect for first-time users.
The template is now copied and saved in your My Projects section.
Now it’s time to configure the Flowbot.
In the template you just copied, click on the block that says "When a response is submitted to the form."
Update the title (optional) and select the Google account you want to link.
Click "Next" to continue with the default action settings from the template.
Next:
If the test is successful:
Need help retrieving Google Form response contents?
If the test is successful, click Save to proceed.
Next, set up OCR to extract text, such as email addresses, from the downloaded files.
Note: OCR functionality is only available with certain paid plans.
If you're using a Free or Mini plan, attempting to run this step will result in an error.
Paid plans include a 2-week free trial, during which all restricted apps and AI-powered functions can be used.
Click Next to continue.
This configuration allows you to extract more than just email addresses if needed.
If the test is successful, click Save to complete this step.
You're almost done, this is the final setup step!
Choose File and Worksheet Details
Once all settings are in place, click Next.
Click Test to verify the connection and data insertion.
If the data is successfully added to the Excel sheet, click Save.
You're almost there!
Your Flowbot setup is now complete!.
OCR isn’t just for extracting email addresses, you can also:
By automating these processes, you can reduce manual effort and improve efficiency across your workflows.
Automating the extraction of email addresses from PDF files and transferring them to Microsoft Excel eliminates the need for tedious manual tasks like copy-pasting and visual verification. This not only reduces the risk of human error, such as input mistakes, but also saves significant time.
By quickly and accurately compiling email lists, you can streamline marketing efforts and improve customer management, ultimately creating new business opportunities.
With the no-code tool Yoom, anyone, even without programming experience, can easily automate workflows by following simple on-screen instructions.
If you're even slightly curious about automation, sign up for a free Yoom account and experience how it can boost your business efficiency today.
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