M_S
February 26, 2025, 5:45pm
1
Hey guys, here’s the setup I need to create
Watch a folder for newly uploaded documents (invoices in pdf)
Parse - read the text and recognize company name, invoice number, date and amount
Move the file to a corresponding folders accordingly (example - “Company A, January 2025”)
Here’s what I have so far
trigger
pdf.co to read the data
Based on this tutorial: https://www.youtube.com/watch?v=JrUBvz7kDZ
What I am not sure about:
How to get the individual pieces of data from pdf.co (name, number, date, amount)
Move/sort the file to the appropriate folder
Since the Google Drive move file/folder has very limited functionality, I believe there must be a few AI steps in between to do the thinking.
Anyone who has done the same / something similar and can help?
samliew
February 27, 2025, 4:50am
2
Welcome to the Make community!
Try using the PDF.co “AI Invoice Parser ” module:
Transform your invoice processing with our advanced AI. Enjoy quick, accurate data extraction that eliminates manual effort and saves you valuable time.
For more information, see https://www.make.com/en/integrations/pdf-co , and https://www.make.com/en/help/app/pdf-co in the help centre.
Alternatively, you can use the Dumpling AI “Extract data from PDF with AI ” module:
Extract structured data from one or more PDF files with multimodal AI
For more information, see https://www.dumplingai.com/makedotcom , and https://www.make.com/en/help/app/dumplingai in the help centre.
DumplingAI also does so much more than just that, see also:
For more information on how to set this up, see these forum threads
Hope this helps! Let me know if there are any further questions or issues.
— @samliew
P.S.: Investing some effort into the Make Academy will save you lots of time and frustration using Make.
