Extract PDF from Email Attachments to Google Sheets using PDF.co and Zapier

The process of extracting PDF data from email attachments is a valuable process as it enables you to access and make use of important information stored within PDF files received via email. Email attachments often consist of significant data like invoices, reports, forms, and other documents that hold key information for different needs and objectives.

PDF.co is a powerful tool that can process PDF files efficiently. It uses advanced technology to extract data from PDFs accurately, regardless of their format or structure. Whether it’s invoices, receipts, forms, or any other type of PDF.

In this tutorial, we will show you how to automate the extraction of PDF data from email attachments and save it to Google Sheets using PDF.co and Zapier.

  1. Log in Zapier Account
  2. Add Microsoft Outlook App
  3. Connect Microsoft Outlook Account
  4. Setup Trigger
  5. Test Trigger
  6. Test Trigger Result
  7. Add PDF.co App
  8. Connect PDF.co Account
  9. Setup PDF.co Configuration
  10. Test Action
  11. Test Result
  12. Add Google Sheets App
  13. Connect Google Sheets Account
  14. Configure Google Sheets Settings
  15. Save Data to Google Sheets
  16. Save Data Result
  17. Google Sheets Output
  18. Demo

We will use a sample Outlook email containing a PDF attachment to extract data and save it to Google Sheets spreadsheet.

Sample Outlook Email with PDF Attachment
Sample Outlook Email with PDF Attachment

Step 1: Log in Zapier Account

  • To get started! First, log into your Zapier account and click on the Create Zap button.

Step 2: Add Microsoft Outlook App

  • Next, search and select the Outlook Email application.
  • Then, choose the New Email option to activate an action whenever a new email is received in your inbox.

Add Microsoft Outlook App

Step 3: Connect Microsoft Outlook Account

  • Now, let’s establish a connection between your Microsoft Outlook account and Zapier to grant access and authorize Zap.

Connect Microsoft Outlook Account

Step 4: Setup Trigger

  • To set up the trigger, specify a shared inbox you have access to or leave it empty to read all emails from your own inbox.

Setup Trigger

Step 5: Test Trigger

  • Once the trigger is set up, you can perform a test to ensure that we can successfully retrieve the PDF attachment from the Outlook email.

Test Trigger

Step 6: Test Trigger Result

  • Great! The test trigger was successful, and we were able to retrieve the PDF attachment from an Outlook email. Now, we can proceed to add another application to extract the data from the PDF attachment.

Test Trigger Result

Step 7: Add PDF.co App

  • In this step, we will integrate the PDF.co application and select the Document Parser option to extract data from PDF and Image documents.

Add PDF.co App

Step 8: Connect PDF.co Account

  • Let’s connect the PDF.co account to Zapier by adding the API Key. You can obtain the API key from your PDF.co dashboard or by signing up at this link.

Connect PDF.co Account

Step 9: Setup PDF.co Configuration

Let’s configure the PDF.co settings.

  • First, input the attachment files from the Outlook email.
  • Next, enter the Template ID which contains the extracted data from the PDF attachment. You can use the PDF.co Document Parser Template Editor to extract data from PDF documents and generate a Template ID. For guidance on quickly creating a template, please refer to this link.

Note: Please download the PDF attachment and upload it to the PDF.co Document Parser Template Editor. Extract the data you need and save the template to generate a template ID for the PDF.co process.
Setup PDF.co Configuration

Step 10: Test Action

  • After configuring the settings, test the action to extract data from the PDF attachment.

Test Action

Step 11: Test Result

  • Excellent! The test was successful and the data has been extracted from the PDF attachment. Now, let’s add another application to save the extracted data.

Test Result

Step 12: Add Google Sheets App

  • In this step, we will integrate the Google Sheets app and choose the Create Spreadsheet Row option to automatically generate a new row in a specific spreadsheet.

Add Google Sheets App

Step 13: Connect Google Sheets Account

  • Now, let’s connect your Google Sheets account to Zapier in order to grant access and authorize Zap.

Connect Google Sheets Account

Step 14: Configure Google Sheets Settings

Let’s configure the Google Sheets settings.

  • First, select the Drive where your spreadsheet is located.
  • Next, enter the name of the spreadsheet to which you want to add the extracted data.
  • Then, specify the specific worksheet within the spreadsheet where you want to add the extracted data.
  • Finally, fill in the extracted data values obtained from the PDF.co Document Parser.

Configure Google Sheets Settings

Step 15: Save Data to Google Sheets

  • Let’s proceed with testing the action to save the extracted data to the designated Google Sheets spreadsheet.

Save Data to Google Sheets

Step 16: Save Data Result

  • Congratulations! The extracted data has been successfully saved to your Google Sheets spreadsheet. You can now open your Google Sheets app to view the extracted data.

Save Data Result

Step 17: Google Sheets Output

  • Here is the extracted data that has been saved to your Google Sheets spreadsheet.
Google Sheets Output
Google Sheets Output

Step 18: Demo

  • Check out this PDF.co Document Parser in action.
PDF.co Document Parser Demo
PDF.co Document Parser Demo

In this tutorial, you learned how to extract PDF data from email attachments and save it to Google Sheets spreadsheet using PDF.co and Zapier. You learned how to use the PDF.co Document Parser to parse data from PDF documents. You also learned how to create a new template using the PDF.co Document Parser Template Editor.