Convert PDF files uploaded to Google Drive into Microsoft Excel with PDF.co
Launch this workflow to connect
PDF.co &
Google Drive
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■Overview
Do you find it time-consuming to transfer data from PDF files stored in Google Drive, such as invoices and reports, to Microsoft Excel? Manual data entry is not only time-consuming but can also lead to human errors, such as input mistakes. With this workflow, when a specific PDF file is uploaded to Google Drive, PDF.co automatically reads its contents and converts it into an Excel file, streamlining the data conversion tasks you previously handled manually.
■Who should use this template
- Anyone who manually transfers information from PDFs stored in Google Drive to Microsoft Excel
- Anyone who wants to connect PDF.co with Google Drive and automate file conversion tasks
- Anyone who wants to streamline recurring data extraction and conversion tasks from PDF to Microsoft Excel
■Benefits of using this template
- Reduce the time spent transferring data by automatically handling everything from converting PDFs to Excel files to saving them, triggered by a file upload to Google Drive
- Improve data accuracy by preventing manual transfer errors and missed conversions through automated processing
■Flowbot steps
- First, connect Google Drive and PDF.co to Yoom
- Next, select Google Drive as the trigger and set the action to “When a new file or folder is created in a specific folder”
- Then, configure the Google Drive “Download a file” action in the operation and download the PDF file detected by the trigger
- Next, use PDF.co’s “Upload a file” action to upload the downloaded PDF file
- Then, configure PDF.co’s “Convert PDF to Excel” action to convert the uploaded file into Excel format
- Next, use PDF.co’s “Download a file” action to download the converted Excel file
- Finally, use Google Drive’s “Upload a file” action to upload the downloaded Excel file to the specified folder
※“Trigger”: An action that starts the flow. “Operation”: An action that processes data within the flow after the trigger starts.
■Customization options
- In the Google Drive trigger settings, specify the folder ID of the folder you want to monitor. You can also specify the folder ID of the destination folder in the file upload operation.
■Notes
- Connect both Google Drive and PDF.co to Yoom
- Flowbots with more than five operations can be created on the Mini plan or higher. Please note that Flowbots will not run on the Free 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 for triggers and individual operations, see File size limits.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Please note that the shortest available trigger interval varies by plan.
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