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Why & How to Extract Data from PDF with Power Automate

September 5 @ 2:00 pm - 3:00 pm EDT

Free Forvis CPE

Participants of the free live webinar will be eligible for 1 CPE credit.


Join us for an informative session where we’ll explain how to extract data from PDF documents using the Power Automate AI Builder, along with why your organization may opt to use this function. See how to generate and train an AI Builder model to extract data from a PDF document, including text fields, tables, and text boxes, and more. Then, learn how the model can automatically insert the data into a spreadsheet, Microsoft Teams, or any other connector. Also, we’ll highlight specific use cases, common issues to watch for, and constructive ways to work through technical issues.

Learning Objectives

Upon completion of this program, participants will be able to:

  • Define several AI Builder model types
  • Explain how to create an “Extract custom information from documents” AI Builder model
  • Describe some of the issues you may run into when extracting PDF data with the AI Builder model and how to work through issues

Register Here

If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at cpecompliance@forvis.com.​

CPE NASBA LogoFORVIS, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.


September 5
2:00 pm - 3:00 pm EDT
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