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SC Treatment of Wages Related to the Federal Employee Retention Credit

Why & How to Extract Data from PDF with Power Automate

September 5, 2023

Join us for an informative session where we’ll explain how to extract data from PDF documents using the Power Automate AI Builder, along with why your organization may opt to use this function. See how to generate and train an AI Builder model to extract data from a PDF document, including text fields, tables, and text boxes, and more. Then, learn how the model can automatically insert the data into a spreadsheet, Microsoft Teams, or any other connector. Also, we’ll highlight specific use cases, common issues to watch for, and constructive ways to work through technical issues.

Learning Objectives

Upon completion of this program, participants will be able to: 

  • Define several AI Builder model types
  • Explain how to create an “Extract custom information from documents” AI Builder model
  • Describe some of the issues you may run into when extracting PDF data with the AI Builder model and how to work through issues
 

Presenters

Kevin Liebergen

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