Extract invoice data from Dropbox PDFs using a PDF.co Document Parser template and Make. This workflow connects three modules: Dropbox → Watch Files, Dropbox → Download a File, and PDF.co → Parse a Document.
Alternative: AI Invoice Parser
PDF.co also offers an AI Invoice Parser module in Make, which extracts invoice details without requiring a Document Parser template. It’s a useful option when processing invoices from different vendors with varying layouts.
Create and test a Document Parser template for your invoice layout, then copy its template ID.
If you need help, follow the Document Parser Template Editor quick-start guide.
Create a scenario in Make and add Dropbox → Watch Files.
Connect your Dropbox account and select the folder containing incoming PDF invoices. Choose where the module should start watching, then add a sample invoice for testing.
Add Dropbox → Download a File.
Map the file identifier or path returned by Watch Files into the download module’s file selection field. This retrieves the file content for PDF.co to process. See the Dropbox module documentation.
Add PDF.co → Parse a Document and connect your PDF.co account.
Configure the module:
See the Parse a Document documentation for configuration details.
Click Run once and inspect the PDF.co module’s output. Check the returned Body for the fields defined in your template, such as the invoice number, date, and total.
Compare the extracted values with the source invoice. Once the results are correct, save the scenario and enable its schedule.
You can connect another module directly after PDF.co to send the extracted data to a spreadsheet, database, or accounting system.
