What is the best template to start a process in which I manage the emptying of information from PDFs to a CRM?
Its better to go for Re-Framework (with datarows)
pdf file path as transactions as it has better error handling and logging features
Here is an LLM generated workflow you can follow
Initialization (Init State)
Read configuration (PDF folder path, CRM URL, credentials, etc.)
Load required libraries and assets
Set up System/Applications (like open browser for CRM)
- Get Transaction Data
Pick the next PDF file to process
(Optional) Maintain a queue or file log to track progress
- Process Transaction
Use Document Understanding or Read PDF Text / OCR to extract data
Apply Regex or ML Extractor (depending on document format)
Log extracted fields
Navigate to CRM and enter the data using UI Automation or API
- End Process
Close all apps
Update logs / mark PDFs as processed(You can create a seperate column called status and update it )
Hope this helps 
Kindly rephrase your query for more clarity.
Welcome to the community
as per request either each pdf might have one transaction data or all transactions together are in pdf and then each row item to be added as separate item in crm
in either case using RE framework would be ideal…as it is best suited for any type of transactional processes
cheers
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