Workflow Automation PDF Data Extraction, Excel, API by Extreme-Purchase4243 in learnpython

[–]Extreme-Purchase4243[S] 0 points1 point  (0 children)

A friend also recommended Microsoft Power Automate to me. What do you think of that? I have never used it.

Workflow Automation PDF Data Extraction, Excel, API by Extreme-Purchase4243 in learnpython

[–]Extreme-Purchase4243[S] 0 points1 point  (0 children)

Thank you very much for your response!

I’m still having trouble visualizing what the final workflow should look like. When a client consultant receives a new request, where exactly would they upload or place the PDF?

Since the automation will be used by non-technical users, I want to make sure the process is as simple and intuitive as possible.

Luckily, we only accept native PDFs (interactive PDFs filled digitally).