In this tutorial, we will show you how to extract specific data from a Quote using PDF.co Document Parser and Make.
We will use this sample Quote and extract some specific text, including the table item.
Step 1 – Add Google Drive
First, let’s add a Google Drive module to Download a File.
Step 2 – Setup Google Drive
Next, let’s set up Google Drive Download a File module.
- In the Enter a File ID field, choose the Select from the list option.
- In the Choose a Drive field, select My Drive.
- In the File ID field, choose the Quote PDF file.
Step 3 – Add PDF.co
Then, let’s add the PDF.co Parse a Document module.
Step 4 – Configure PDF.co
Now, let’s set up the Parse a Document module.
- In the Input File field, select the import a file from URL option.
- In the URL field, choose the Web Content Link from Google Drive.
- In the Document Parser Template ID field, enter your custom template’s Id. You can find it on the Document Parser page here.
- Let’s leave the default values for Output Format, Async, and Export Type.
Step 5 – Run Scenario
Let’s run the scenario to see the PDF.co output. The Parse a Document module will return the output url as well as the body of the parsed data.
Step 6 – Document Parser Result
Here’s the Document Parser JSON output.
In this tutorial, you learned how to parse a Quote using PDF.co and Make. You learned how to set up the workflow to automatically fetch a file from Google Drive. You also learned how to set up the Document Parser to extract specific data.
