rename multiple PDF files by using data from within the pdf files

[Anonymous]

I split a large PDF file into 350 PDF files.

I would like to Auto-Rename the split pdf files using data from within those files to generate the new name. (e.g the business name found in the split file).

I was able to create AI builder to a model to find the business name.

However, i'm not sure how to create a flow to rename the pdf files.

Thanks for your help in advance.

[JoeF-MSFT · Accepted solution]

Hi @Anonymous - great use case!

The following example can help you achieve this. Here is what it does:

1. Get all the files in a folder in SharePoint
2. Call the AI Builder Form Processing model for each file
3. Create a new file in another SharePoint folder. The file name is one of the fields extracted by the form processing model along the '.pdf' file extension. 

I hope this helps! Let us know if we can help provide more clarifications. 

[Anonymous]

Thanks @JoeF-MSFT .

I used one drive instead and i successfully auto-renamed my files.

I am also running a send flow that send out emails. I have been testing the flow. 

I made sure the file name is the exact match from the folder. 

It works but sometime fails .... not sure why

[JoeF-MSFT]

Hi @Anonymous , congrats for building the automation flow with OneDrive!

Would it be possible to share a screenshot of the error you are seeing? 

[Anonymous]

Hi @JoeF-MSFT - Thank you for your response.

It seems that the List Files in Folder automation is limited to 20 items only.

My folder currently has 127 items (that has been automatically renamed by AI builder).

Do you know if there is a way to circumvent this limitation?

[JoeF-MSFT]

Hi @Anonymous , yes there is a way to increase the number of files. You need to:

1. Click on the three dots on the upper right of the List files in folder action

2. Enable Pagination and set the limit above 127. To 150 for example.

Happy document processing. 🙂

[Anonymous]

Thanks @JoeF-MSFT .

The pagination seems to work but is still causing some issues.

The flow has been running for  35 minutes and only 8/127 items succeeded. 

And because of my "if no" condition, I received over 8,000 email notifications. I even received 100+ of the "if no" emails for the 8 items that succeeded. 

Is the pagination setting up some sort of endless loop? 

I had to manually cancel the 100+ running flow to stop the "if no" emails.

[JoeF-MSFT]

Hi @Anonymous,

Ah yes, getting 8,000 emails is no fun 😟

What is the trigger of your flow? Could you share a screenshot of your flow?

Thanks! 

[Anonymous]

@JoeF-MSFT 

[JoeF-MSFT]

Thanks @Anonymous ! 

What is the purpose of the automation flow you are building? How many rows did you select in Excel? For every row you select, the automation will get triggered and list all the files present on the OneDrive folder you have chosen. 

[Anonymous]

Hi @JoeF-MSFT 

The purpose of this flow is to: Email 120 customers an invoice.

1. I created an excel sheet to list : Business name, Emails addresses, File name and month.
2. I used AI builder to rename each invoice using data from within the invoice (eg business name)
3. I want to generate a summary of all emails sent (just as a record/ double check).

[AIBabysteps]

Hi, l run my own small business and send days renaming, allocating,transfering files into pdf's and then sending onto accounting software. I am desperate for help on this as it is such a time consuming excercise.

I know jack todd about Power AI but see peeps making it works miricales.

Is Power AI free? Is there a particular package l need to sign up to? How can l get what you did above to work for me?

Any help is HUGELY appriciated. 

[JoeF-MSFT]

Hi @AIBabysteps - thanks for the question. I can imagine doing all the renaming, allocating and transferring work must not be the most fun part of your job! The good news that that AI Builder and the Power Platform can certainty help here. 

I'd recommend starting by this nice tutorial by @plarrue that explains how to rename files in SharePoint based on its content: Renaming files in SharePoint after extracting a fi... - Power Platform Community (microsoft.com)

Hope this helps! 

[vannerds]

HI, it seems I cannot find the action "extract information from forms"

[JoeF-MSFT]

Hi @vannerds - good point. The action has been renamed to 'Extract information from documents'

[jimmyclack]

Hi Joe,

Extract information from documents is not showing for me. Is it possible it was renamed again?

[JoeF-MSFT]

Hi @jimmyclack - thanks for the question. It's still called Extract information from documents. 🙂 If you create a brand new flow and look for this action under the AI Builder connector, you don't see it?