TL;DR:

1. For this demonstration, we will use this Gmail PDF attachment as an example.
2. The PDF attachment contains product information such as name, unit, and price.
3. Create a new zap with Gmail as the input app and New Email Matching Search as the event.
4. The next step is to provide a Search String criteria.
5. Now, it’s time to test the input data.
6. In the next step to proceed with PDF to CSV setup, we have PDF.co as the input app and PDF to Anything Converter as the method.
7. Then, let’s fill out the parameter values for Customize PDF to Anything.
8. Before sending the request to PDF.co, make sure to review the input data.
9. After the request completion, it will send the JSON output data such as URL, page count, error, etc.
10. When you open/download the output, you will see that the CSV file contains all the PDF data.

Useful resources:

Step by step guide:

1. For this demonstration, we will use this Gmail PDF attachment as an example. Upon receiving this email, we aim to convert the PDF attachment into a CSV file.

Email With PDF Attachment

2. The PDF attachment contains product information such as name, unit, and price.

PDF File That Contains Table To Extract

3. Create a new zap with Gmail as the input app and New Email Matching Search as the event.

Setup Gmail Step In Zapier

4. The next step is to provide a Search String criteria. We have to specify the source email address and that it contains an attachment.

Set Email Matching Search As The Trigger

5. Now, it’s time to test the input data. Before hitting the Test Trigger button, have one email received which qualifies the mail filter criteria. It’s necessary for test trigger detection. If we review the Test email data, it contains all the email information along with the attachment information as shown below.

Found Email Matching Search Data

6. In the next step to proceed with PDF to CSV setup, we have PDF.co as the input app and PDF to Anything Converter as the method. This method facilitates converting PDF to formats such as JPG, CSV, XML, JSON, etc.

Set PDF to Anything Converter As The Action Step

7. Then, let’s fill out the parameter values for Customize PDF to Anything.

  • In the Output Format field, enter CSV as its value.
  • In the PDF URL field, choose All Attachment as the input value.
  • Lastly, for the Name field, enter the output file name with a CSV extension.

Customize PDF To Anything Converter With Email Attachment Data

8. Before sending the request to PDF.co, make sure to review the input data.

Send PDF To Anything Converter Data To Test And Review

9. After the request completion, it will send the JSON output data such as URL, page count, error, etc. Here, the URL field contains the output CSV file link.

PDF.co Request Processed Successfully

10. When you open/download the output, you will see that the CSV file contains all the PDF data. With this, we have achieved creating a zap that detects attachment from a specific source and converts it into a CSV file.

Output Of Attachment PDF To Spreadsheet

NOTE: You can set up the next step to save the generated file in Google Drive or Dropbox depending on your requirement.