Automatically Extract E-Commerce Order Details from PDFs Using Pabbly Connect

Learn how to automatically extract e-commerce order details from PDFs using Pabbly Connect and streamline your order processing with AI. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for PDF Order Extraction

To automatically extract e-commerce order details from PDFs, you need to access Pabbly Connect. Start by searching for ‘Pabbly.com/connect’ in your browser. This will take you to the Pabbly Connect homepage, where you can either sign in or sign up for free.

Once logged in, navigate to the dashboard of Pabbly Connect. Here, you will create a workflow that connects Google Drive, OpenAI, and Google Sheets. This integration allows you to automate the extraction of PDF order details seamlessly.

2. Creating a Workflow in Pabbly Connect

After accessing your Pabbly Connect dashboard, you need to create a new workflow. Click on the ‘Create Workflow’ button located at the top right corner. Name your workflow as ‘Automatically Extract E-Commerce Order Details from PDFs Using an AI Agent’ and select the appropriate folder for organization.

• Click on the ‘Create’ button to initiate your workflow.
• Select Google Drive as the trigger application.
• Choose ‘New File in a Specific Folder’ as the trigger event.

This setup ensures that whenever a new PDF invoice is uploaded to your specified Google Drive folder, Pabbly Connect will trigger the workflow to extract order details automatically.

3. Connecting Google Drive to Pabbly Connect

To connect Google Drive with Pabbly Connect, click on ‘Connect’ and then ‘Add New Connection’. Sign in with your Google account and grant access to Pabbly Connect. After successful authorization, select the specific folder where your e-commerce order invoices are stored.

Ensure that the folder settings allow for sharing. Set the general access to ‘Anyone with the link’ to facilitate document access for the AI agent. This step is crucial for the AI to extract data from the PDFs.

4. Using OpenAI to Extract PDF Data

Next, you will set up the action step to utilize OpenAI for extracting data from the uploaded PDF. In your Pabbly Connect workflow, select OpenAI as the action application and choose ‘Extract Content from PDF or Image’ as the action event.

Connect to OpenAI by adding your API token. This token can be generated from your OpenAI account. After connecting, you will need to enter the PDF URL, which can be mapped from the previous Google Drive step. Specify the extraction prompt to include fields like customer name, email, and invoice ID.

• Map the PDF URL from the trigger step.
• Define the structured output schema in JSON format for organized data extraction.

With these settings, Pabbly Connect will facilitate the extraction of order details from your PDFs, ensuring accurate data retrieval.

5. Adding Extracted Data to Google Sheets

Once the data is extracted, the final step is to add this information to Google Sheets. In your Pabbly Connect workflow, select Google Sheets as your action application and choose ‘Add a New Row’ as the action event.

Connect to Google Sheets using your Google account and select the spreadsheet where you want to store the order details. Map the extracted data fields such as invoice number, customer name, and total amount from the OpenAI extraction step to the corresponding columns in your Google Sheet.

Map the invoice number, customer name, and other details accurately. Click ‘Save and Send Request’ to finalize the entry.

This integration allows Pabbly Connect to automatically populate your Google Sheets with the latest order details, enhancing your workflow efficiency.

Conclusion

Using Pabbly Connect, you can efficiently automate the extraction of e-commerce order details from PDFs. This process not only saves time but also minimizes manual errors, ensuring smooth order processing in your business.