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Question

is PDF Extraction - EXCEL insertion using Community Edition?

  • March 23, 2026
  • 1 reply
  • 24 views
E

is it possible to extract PDF information of personal banking account statement, and Insert into corresponding Excel Spreadsheet using Automation

    1 reply

    raegan.smith
    Cadet | Tier 2
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    • raegan.smith
    • Cadet | Tier 2
    • March 23, 2026

    Hi ​@Easy_314,

    It is possible! There’s a couple ways to go about it. If you aren’t using document automation, you can use the PDF: Extract Text (to save data from PDF) as a text file. Next, I open the text file, save data as a data table, create an excel workbook (can be xls, xlsx, csv) and write from data table into the excel worksheet . 

    I’d be happy to share more info about this route, if you’d like. 

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