Need help with Outlook and chat gpt!

How To
1

I want to create a workflow where I get an email with an attachment (pdf) and chat gpt is supossed to find out the important information for us (client, article, article number etc.). At the end it should illustrate the information in an excel file. The problem is that chat gpt cannot read the important details because it is in binary code. How can I fix it?? Currently I have: Outlook (watch a message) → outlook (get a message) → Outlook (list attachments) → Iterator → Outlook (donwload an attachment) → pdf.co (convert from pdf) → http (get a file) → text parser (html to text) → chat gpt (create a completion) → json (parse) → excel (add a table row). Thanks in advance!!

1 Like
2

Hi @Leon_We ,
When you convert a PDF, you can extract the text and feed it to ChatGPT . You can also instruct it to extract the necessary details, like in the example below:

Example:
The result should be in a strict JSON structure:
{
“client”: “”,
“article”: “”,
“article_number”: “”
}
You can add more fields as needed.

Enable Advanced Settings and set the response format to JSON, then enable Parse.

image
image883×404 51.2 KB

This way, you can directly map values from GPT to Excel.

You won’t need any HTTP “Get a File” module to retrieve the extracted text from PDF.co. After using GPT, you can directly map the results to Excel.

Please let me know if this works for you; otherwise, we can explore other requirements.

Best regards,

Msquare Automation

Platinum Partner of Make

@Msquare_Automation

3 Likes
3

Welcome to the Make community!

Yes, that is possible. A popular no-nonsense AI module that I’m using is Dumpling AI. You can use a single “Extract Data from PDF with AI” module.

You’ll need a minimum of three modules:

Screenshot_2025-04-28_200445
Screenshot_2025-04-28_2004451025×373 34.5 KB

Screenshot_2025-04-28_200420
Screenshot_2025-04-28_200420802×691 93.9 KB

This is just an example. Your final solution may or may not look like this depending on your requirements and actual data.

For more information, see the official documentation at:

Examples of How to use Dumpling AI

For more information, see these Dumpling AI tutorials below, grouped by category:

YouTube & Videos

Image Generation

AI Agents & RAGs

Searching & Scraping

Other Data Extraction

Business & Social

Dumpling AI Tutorials

In short, Dumpling AI is able to replace several other paid services combined that cost more than itself, making it a noteworthy choice as the “multi-tool” of AI services.

How to Use

For more information on how to set this up, refer to these forum threads:

Hope this helps! Let me know if there are any further questions or issues.

— @samliew