PowerAutomate PDF Document Separation
Budget: $750 – $1,500 CAD
We want to take a few documents in PDF form that we want to automatically separate with the following criteria with PowerAutomate.
1st criteria is Invoice. It usually mentions “INVOICE” OR “FACTURE” and usually has a monetary figure on it. The reference number to save the file is usually found on this invoice and start with 029… but could start with 29 only. We would save the document with this number and add something to differ invoice from POD.
2nd criteria: The POD part is a bit trickier. It is usually tagged “CONNAISSEMENT” or “BILL OF LADING” or “BON DE LIVRAISON” or “DELIVERY SLIP” or “PACKING SLIP” or it is a sheet that has no Title but has no monetary value appearing on it. If a monetary value appears on it, it has to go (or stay) with the invoice.
Exception is the documents tagged “CONFIRMATION TRANSPORTEUR” or “CARRIER CONFIRMATION”. It will always stay attached to the invoice PDF. It should never be considered as a POD. It has information that the customer is never to see.
The "INVOICE" part will be saved in one folder and the "POD" part in another one.
It should be pretty simple. This would be our first PowerAutomate project.
Include carrier's name in the filenames for easier identification. Include the document source ID in the filenames for the separated documents. The separated documents should be saved in PDF format. Documents that do not match any criteria will be flagged for manual review. Display dashboard alerts for flagged documents. Files will be named following the convention: as mentioned above. Use standard format filenames for invoices and PODs: Invoice_ReferenceNo_CarrierName_SourceID.pdf and POD_ReferenceNo_CarrierName_SourceID.pdf. The expected volume is between 500 to 900 documents per month. The folder organization should follow this structure: points to folder on our server.
1st criteria is Invoice. It usually mentions “INVOICE” OR “FACTURE” and usually has a monetary figure on it. The reference number to save the file is usually found on this invoice and start with 029… but could start with 29 only. We would save the document with this number and add something to differ invoice from POD.
2nd criteria: The POD part is a bit trickier. It is usually tagged “CONNAISSEMENT” or “BILL OF LADING” or “BON DE LIVRAISON” or “DELIVERY SLIP” or “PACKING SLIP” or it is a sheet that has no Title but has no monetary value appearing on it. If a monetary value appears on it, it has to go (or stay) with the invoice.
Exception is the documents tagged “CONFIRMATION TRANSPORTEUR” or “CARRIER CONFIRMATION”. It will always stay attached to the invoice PDF. It should never be considered as a POD. It has information that the customer is never to see.
The "INVOICE" part will be saved in one folder and the "POD" part in another one.
It should be pretty simple. This would be our first PowerAutomate project.
Include carrier's name in the filenames for easier identification. Include the document source ID in the filenames for the separated documents. The separated documents should be saved in PDF format. Documents that do not match any criteria will be flagged for manual review. Display dashboard alerts for flagged documents. Files will be named following the convention: as mentioned above. Use standard format filenames for invoices and PODs: Invoice_ReferenceNo_CarrierName_SourceID.pdf and POD_ReferenceNo_CarrierName_SourceID.pdf. The expected volume is between 500 to 900 documents per month. The folder organization should follow this structure: points to folder on our server.