When a file is uploaded to Google Drive, extract data with PDF.co and add it to Google Sheets
When a file is uploaded to Google Drive, extract data with PDF.co and add it to Google Sheets
Launch this workflow to connect
Google Drive &
PDF.co
!
■Overview
Do you spend too much time manually transferring information from PDF files such as invoices and application forms? This task is not only time-consuming but also prone to human error, including data entry mistakes. With this workflow, when a file is uploaded to Google Drive, PDF.co automatically extracts the data and adds the information to Google Sheets. Automate routine data extraction tasks to improve operational accuracy and efficiency.
■Who Should Use This Template
- Anyone who manually transfers information from PDFs such as invoices to Google Sheets
- Anyone who wants to automate manual data extraction tasks using PDF.co
- Anyone who wants to manage information from PDF files stored in Google Drive more efficiently
■Benefits of Using This Template
- Automate the entire process from data extraction with PDF.co to data transfer, freeing up time for other tasks
- Eliminate manual data entry to prevent human errors such as input mistakes and missed checks, helping maintain data accuracy
■Flowbot Steps
- First, connect Google Drive, Google Sheets, and PDF.co to Yoom
- Next, select Google Drive as the trigger and set it to “When a new file or folder is created in a specific folder”
- Then, set up Google Drive’s “Download a file” action as an operation to download the file detected by the trigger
- Next, set up PDF.co’s “Upload a file” action as an operation to upload the downloaded PDF file
- Then, set up PDF.co’s “Get PDF information” action as an operation to extract the required data from the uploaded file
- Finally, set up Google Sheets’ “Add a record” action as an operation to add the extracted information to the specified sheet
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts
■Customization Options
■Customization Options
- In the Google Drive trigger settings, specify the ID of the folder you want to use as the starting point for the automation
- When configuring the action to add a record to Google Sheets, specify the ID and sheet name of the spreadsheet where you want to record the data
■Notes
- Connect Google Drive, PDF.co, and Google Sheets to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest trigger interval varies by plan.
- The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be less than 300 MB.
- For details on the file size limits supported by triggers and each operation, see “File Size Limits”.
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No-Code API Actions
Executable API actions
Flowbot triggers
New File or Folder Created
When a New File or Folder Is Created in a Specified Folder
When a Specific File Is Created or Updated
When a File Containing Specific Keywords Is Created
Flowbot operations
Create Folder
Duplicate File
Search for Files and Folders in a Specific Folder
Delete File
Upload File
Download File
Download Google Sheets File
Download Google Slides
Download Google Docs File
Retrieve a List of Files and Folders in a Specific Folder
Rename File
Retrieve File or Folder Information
Convert Excel File to Google Sheets
Convert CSV File to Google Sheets
Grant File or Folder Permissions to a User
Move File to Trash
Retrieve a List of Permissions for a File or Folder
Update Description for a File or Folder
Flowbot triggers
New File or Folder CreatedWhen a New File or Folder Is Created in a Specified FolderWhen a Specific File Is Created or UpdatedWhen a File Containing Specific Keywords Is Created
Flowbot operations
Create FolderDuplicate FileSearch for Files and Folders in a Specific FolderDelete FileUpload FileDownload FileDownload Google Sheets FileDownload Google SlidesDownload Google Docs FileRetrieve a List of Files and Folders in a Specific FolderRename FileRetrieve File or Folder InformationConvert Excel File to Google SheetsConvert CSV File to Google SheetsGrant File or Folder Permissions to a UserMove File to TrashRetrieve a List of Permissions for a File or FolderUpdate Description for a File or FolderChange File Destination FolderCreate a Shortcut to a FileConfigure Download and Copy PermissionsRetrieve a List of Folders in a Specific FolderConvert a File to Google DocsDownload a Google Sheet (Specify Sheet)Change Sharing to "Anyone with the Link"Search Files and Folders in a Specific Folder (Excluding Trash)Convert a Presentation File to Google SlidesConvert a PDF File to Google DocsGrant File or Folder Permissions to a Specific OrganizationUpdate a Specific FileRemove Permissions from a File or FolderCreate a Shared DriveSearch Shared DrivesCopy File (Detailed Options)Search Files and Folders
Flowbot triggers
There is no action.
Flowbot operations
Upload FileParse Data from PDFSearch and Replace Text in PDFConvert PDF to JSONConvert PDF to TextConvert PDF to JPGConvert PDF to PNGConvert URL to PDFConvert PDF to ExcelSplit PDF FileDelete Pages from PDF FileFill PDF Form with TextSecurity SettingsRemove Security SettingsGenerate BarcodeRead BarcodeAdd Image to PDF FileAdd Text to PDF FileParse InvoiceDownload FileGet PDF InformationConvert Document to PDFConvert CSV to PDFConvert HTML to PDFConvert Email to PDFConvert Excel to PDFConvert Google Sheets to PDFMerge Multiple Files into a New PDFCompress PDFCreate Fillable PDF FormConvert to Searchable TextMore inspiration for you
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