Once you receive the invoice PDF via the form, use OCR to add the detailed (table) information to Microsoft Excel.

■Overview

By using the "Extract table data from form attachments via OCR and add to Microsoft Excel" workflow, you can automatically retrieve table data from materials attached to forms.
This reduces the effort of transferring data to Microsoft Excel and helps prevent input errors.

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■Recommended for

• Those who want to extract and utilize information from document data (PDFs or images) received via forms on a daily basis
• Those considering streamlining operations that involve data collection from attachments
• Those who use Microsoft Excel in their workflow for aggregation and reporting tasks
• Those interested in information extraction using OCR technology and want to digitize data without hassle
• Those who want to quickly database the contents of standard documents for sharing and analysis
• Personnel or managers responsible for handling a large volume of applications or reception processes who need to manage data swiftly

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■Benefits of using this template

By utilizing this automated flow, you can extract table data from files attached to forms and smoothly add it to Microsoft Excel.
Traditionally, transferring data from paper or PDF application forms to Microsoft Excel required manual input, but with this system, data extraction and transcription become a swift process.
As a result, it can reduce the effort and time spent on input tasks by personnel, potentially improving daily work efficiency.
Additionally, automation using OCR helps reduce human errors such as transcription mistakes or oversights, enabling highly accurate data management.