2 posts tagged with "Parse Document"

PDFs landing in your folder as input.pdf or document.pdf are hard to find and match to the right record. You need the invoice number, customer name, order ID, or contract reference right in the filename—without opening every file.

This guide shows a simple flow: When a new PDF lands in a Dropbox folder, PDF4me Parse Document extracts the field you need (e.g. invoice number) using a template you define on dev.pdf4me.com. You then upload the same file with a new name—the extracted value. Same content, findable filename. No code.

First, create a parse template on dev.pdf4me.com (e.g. Blog-test with key Invoice No). Then, build the Zap in Zapier: New File in Folder → Parse Document → Upload File. All steps and parameters below are fact-checked from the Zapier and PDF4me dashboards.

PDFs landing in your folder as document.pdf or invoice (1).pdf are hard to find and match to the right record. You need the invoice number, PO, contract ID, or customer name right in the filename—without opening every file.

Power Automate can do that. This guide shows you a flow that gets the file from Dropbox, uses PDF4me Parse Document to pull the value from inside the PDF, and saves a new file with that value as the name. No code; same content, findable filename.

This guide walks you through the same three parts as the n8n Parse Document rename guide: create a parse template in the PDF4me dashboard, wire up Get file content using path and Parse Document in Power Automate, then Create file so the file is saved with the extracted value as its name. All steps and parameters below are fact-checked from the Power Automate UI in the screenshots.