Step by step guide

1. In this tutorial we will show you how you can parse a PDF document and email the parsed data using, Gmail, and Integromat. We will use this sample PDF Invoice and parse the Invoice Number, Invoice Date, Client Name, Subtotal, Sales Tax, and Total.

Sample PDF Invoice To Parse Data
Screenshot of Sample PDF Invoice

2. First, let’s create a Scenario in Integromat. Choose the Parse a Document in the module.

Choose Parse A Document Module In

3. Next, let’s configure the Parse a Document module.

  • In the Input File field, select the Import a File From URL.
  • In the Url field, enter the source file link. To follow along, you can use this link to try the sample PDF Invoice.
  • In the Document Parser Template ID field, enter the Template ID. You can find it in the Document Parser Page.

Configure Parse A Document Module

4. Then, let’s run the module and we should see the extracted PDF data in the result. Parse A Document Module Result

5. Now that we have our needed parsed data ready. Let’s choose Gmail and the Send an email module.

Use Gmail To Send Parsed Data

6. Next, let’s set up the Gmail Send an email module.

  • First, check the Show advanced settings check box.
  • In the From field, enter the email address you’d like to send the email from.
  • In the To field, enter the recipient’s email address.
  • In the Subject field, let’s use the Client Name to easily distinguish the emails.
  • In the Content field, type in the email body with the corresponding parsed PDF data.

Add Gmail Module's To And From Email Addresses
Setup Gmail With Parsed PDF Data

7. Let’s run the Scenario and when it processes our requests successfully, Gmail will return a Message-ID.

Gmail Send Email Module Result

8. This is what the email looks like inside the recipient’s inbox. And Gmail Scenario Result
Screenshot of Recipient’s Gmail Inbox

The email body can also be formatted using raw HTML code.

In this tutorial, we learned how to parse a PDF document using the Parse a Document module. We also learned how to add the parsed data in the email and send it via Gmail.

Related Pages:

Related Samples: