I need to automate from a shared folder in Drive that has subfolders with different files, capture only the invoice information (supplier, nit, date, values…) that is contained in PDF extensions without specific names or allusive to the invoice, in Google sheets.
Please, could someone guide me
Thanks
Welcome to the Make community!
I would suggest completing the Make Academy before jumping into building a complete scenario.
If you need specific assistance when you are building a scenario it’s easier to help you then. For example, have you even set up the necessary connections yet?
Otherwise, you can also hire a professional by posting in the Professional Services category
Here are some useful links and guides to help you get started and learn more on how to use the Make platform, apps, and app modules —
parseDate | Tokens for formatDatesamliew – request private consultation
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I understand, but, in this moment, I am student the course intermediate, I don’t have much experience.
I have only developed scenarios with mail, drive and excel
However, I am doing work practice in the company and I have this task that I have not been able to do alone.
Could you guide me please?
If you need specific assistance when you are building a scenario it’s easier to help you then. For example, have you even set up the necessary connections yet?
Otherwise, you can also hire a professional by posting in the Professional Services category
If you need further assistance, please provide the following:
Please share screenshots of relevant module fields and filters in question? It would really help other community members to see what you’re looking at.
You can upload images here using the Upload icon in the text editor:
Please export the scenario blueprint file to allow others to view the mappings and settings. At the bottom of the scenario editor, you can click on the three dots to find the Export Blueprint menu item.
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Uploading it here will look like this:
blueprint.json (12.3 KB)
Please provide the input and output bundles of the modules by running the scenario (or get from the scenario History tab), then click the white speech bubble on the top-right of each module and select “Download input/output bundles”.
Save each bundle contents in your text editor as a bundle.txt file, and upload it here into this discussion thread.
Uploading them here will look like this:
module-1-input-bundle.txt (12.3 KB)
module-1-output-bundle.txt (12.3 KB)
If you are unable to upload files on this forum, alternatively you can paste the formatted bundles in this manner:
Either add three backticks ``` before and after the code, like this:
```
input/output bundle content goes here
```
Or use the format code button in the editor:
Providing the input/output bundles will allow others to replicate what is going on in the scenario even if they do not use the external service.
Following these steps will allow others to assist you here. Thanks!
Alternatively, you can join the unofficial Make Discord server to chat with other makers, who may be able to assist you over video/screenshare.
samliew – request private consultation
Join the unofficial Make Discord server to chat with other makers!
The Make Academy is a great way to get started building scenarios since they take you through lots of the stuff beginners need to learn. Give that a go, start your scenario and come back here when you get more stuck. I don’t think anyone is willing to simply build your solution here in the community as it may take a few hours just working alone to do it and doing it in the community will take even more time for both you and the rest of the community.
OK, for now I have been configuring this scenario
now I need to get only pdf files that contain invoice, through OCR, GPT or any version free, capture certain content in Excel such as nit, values, supplier. I try with module HTTP, make request, but, I don’t know how to configure it yet. For example
Hi @Magda_Olascoaga , nice to meet you. I am also learning and close to the end of my intermediate course. I am reading threads and trying to understand the Make more in depth.
I found your post interesting and thought why not join this conversation to share my thoughts and see how far I can go! and if it helps somehow.
So far I have learned till now, that the most important concept in Make is to understand the workflow first.
Since you were able to get all the pdf files. Now it’s time to get specific file that have the some specific values.
I think you can use pdf to word or excel converter app who supports API connection. Then you can connect to that app and filter the result by the value you are searching for. I found one by searching online (PDFTablesAPI) you can check out to see if this kinds of service helps).
But at first I think you need store the list (pdf files name, url etc.) somewhere may be in Google sheets to use them later on.
Best of Luck
