Assist with building a flow for extracting data to create report

[BrettDrummond]

Hi all,

I'm hoping that I can tap into some creative genius here to assist!

I have access to a shared mailbox which gets some daily reports (one as PDF, and four as excel spreadsheets) which I need to extract data snippets from everyday, record into a separate spreadsheet (which is in a Teams channel), and then populate a report template which will be emailed out.

I'm a complete novice to Power Automate, and the google search box isn't generating many useful results for me. I'm hoping that someone here might know a way of taking data extracts from the emails I get, appending them to my excel spreadsheet, and then populating my report template. Even some partial solutions would be helpful.

Thanks in advance.

[eric-cheng · Accepted solution]

Hi @BrettDrummond ,

You can use create a flow that monitors the mailbox.

Upon receiving an email, you can upload the Excel to a SharePoint document library and then use the Excel connectors to work with the files. There are various connectors you can use from iterating through the rows in a table through to running Office scripts.

You can look into AI builder to create a model for your PDF to extract tabular data or key value pairs and then write to an Excel spreadsheet.

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