In this tutorial, we will show you how to extract specific data from a Quote using Document Parser and Make.

We will use this sample Quote and extract some specific text, including the table item.

Quote Source File
Quote Source File

Step 1 – Add Google Drive

First, let’s add a Google Drive module to Download a File.

Add Google Drive Module

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.

Setup Google Drive

Step 3 – Add

Then, let’s add the Parse a Document module.

Add Module

Step 4 – Configure

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.

Configure Parse A Document

Step 5 – Run Scenario

Let’s run the scenario to see the output. The Parse a Document module will return the output url as well as the body of the parsed data.

Run Scenario

Step 6 – Document Parser Result

Here’s the Document Parser JSON output.

Document Parser Output

In this tutorial, you learned how to parse a Quote using 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.