Automating Inventory Transfer Emails: Parsing PDFs and Logging to Notion

How To
1

Hi Everyone,

I’m working on automating a workflow and would appreciate your insights. The goal is to streamline the processing of inventory transfer emails by extracting data from attached PDFs and logging it into a Notion database.

Workflow Overview:

  1. Trigger: An email with the subject “Inventory Transfer” and a PDF attachment arrives in Outlook.
  2. Process:
  • Download and parse the PDF attachment using PDF.co
  • Extract relevant information from the PDF.
  1. Action: Create a new entry in a Notion database with the extracted information.

Modules Used:

  • Microsoft 365 Email:
    • Watch Emails: Monitors incoming emails with the specified subject and attachment.
    • Get Attachment: Retrieves the PDF attachment from the email.
  • PDFco:
    • Upload a File: Uploads the PDF to PDF.co for processing.
    • Parse a Document: Extracts structured data from the uploaded PDF.
  • Notion:
    • Create a Database Item: Inserts the extracted data into the Notion database.

Challenges Encountered:

  • Ensuring the PDF parsing template in PDFco accurately extracts the required data fields.
  • Mapping the extracted data correctly to the corresponding fields in the Notion database.

Request for Assistance:

If anyone has experience with similar workflows or has insights into optimizing the PDF parsing and data mapping processes, your advice would be greatly appreciated.

Thank you in advance for your support!

2

Hi @Trey_Robbins
The pdf.co allows you to create the doc parser templates if your inventory files have the same structure. However, the result depends on the complexity of the document data structure.