Read the pdf, Fetch the invoice values and Email them


  1. It depends on the type of PDF we are extracting from. If it is only text based then you can use Read PDF text and apply data manipulation functions on the result string in order to fetch the appropriate data. If it is a scanned PDF then you can utilize Read PDF with OCR.
  2. As said above you can apply string manipulation functions like substr/strlen or apply regex to fetch the right data.
  3. For third point check To create new folder with date and copy the files into it - #2 by Dominic
  4. You can use Copy file activity to copy the PDF to the new folder.
  5. Can use write range for writing data table into excel and add data row for the header.
  6. There are multiple Excel based activities which you can utilize (like Send SMTP mail/Outlook mail)