Task Automation Bot to Create Excel Template

Task Automation Bot to Create Excel Template

Use Case Description

Bot checks the folder structure and adobe reader application to grab details from list of file ( pdf or other source data) . From each PDF File bot extract the header information and create excel file from template. Use Data Scraping technique to get the tabular data and store it excel .

This task activity is perfomed for all the pages and multiple PDF and and after the excel is created , bot move the pdf to processed folder .

Tips: On various PDF Format , logic can also be implemented to create a pattern for extraction of data.

Excel Template can also be utilised for reporting and can be sent to groups via mail.


Task Bot to create customized excel from data stored in multiple PDFs.pdf (59.9 KB)


Other information about the use case

Industry categories for this use case: Telecom

Skill level required: Beginners

UiPath Products that were used: UiPath StudioX

Other applications that were used: Excel , Acrobat

Other resources: - Outlook

What is the top ROI driver for this use case?: Minimize risk and ensure compliance in operations