Reading from a Document in a Playbook

[Paula Cullen]

Hi All, for those using Playbooks, I'm trying to figure out how to ingest a document (from a SharePoint site for example) and read data from it in order to get values to use later on.

For example, for a Procurement playbook, to read values out of an invoice document to pass to another activity.

Anyone have any ideas?

[kaushal_snow]

Hi @Paula Cullen ,

For your procurement playbook use case where you need to pull values out of an invoice document for subsequent Playbook steps DocIntegrator provides the most complete, flexible, and secure solution. It allows you to:

Configure fine grained access to the SharePoint location.....

Retrieve, parse, and extract data within Flow Designer or scripts....

Avoid excessive permissions or bulky attachments....

If you're working with structured documents, you may also explore Document Intelligence, it’s simpler but more limited.

If you found my response helpful, please mark it as ‘Accept as Solution’ and ‘Helpful’. This helps other community members find the right answer more easily and supports the community.

[Mark Manders]

Is this a manual action (provide the link to the document and have the person following the playbook add that information for later use), or do you want the system to do that for them? Because in that case, we also need to know what is already setup on your instance (integrations/AI/modules).

[Paula Cullen]

At the moment I'm just looking for information on how others are doing it. Any ideas welcome.