When you receive an invoice PDF in Outlook, use OCR to add the itemized (table) information to Microsoft Excel.

■Overview

The workflow "When receiving an invoice PDF in Outlook, OCR it and add the itemized (table) information to Microsoft Excel" allows you to extract table data from email attachments.
Since it is automatically added to Microsoft Excel, it reduces the effort of data entry.

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■Recommended for

• Those who regularly receive business emails in Outlook and want to manage table data from attached documents and receipts in Microsoft Excel
• Those who want to quickly extract necessary table data from PDFs and image files sent by multiple clients or internally
• Those who are manually entering data and wish to reduce labor hours and transcription errors
• Those who want to speed up business processes such as sales management, inventory management, and expense reimbursement using Microsoft Excel
• Those in the information systems or general affairs departments who feel challenged by managing a large volume of forms and document data daily

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■Benefits of using this template

By utilizing this automated flow, which extracts table data using OCR from attachments received in Outlook and directly adds it to Microsoft Excel, you can streamline complex manual tasks.
Previously, it was necessary to download files from emails and manually enter data, but with this flow, you can quickly perform everything from data extraction to reflection in Microsoft Excel.
This allows you to allocate the time spent on tedious tasks to other work, naturally improving overall work efficiency.
Additionally, since manual data entry is no longer necessary, it significantly reduces human error and enables more accurate data management.