PDF and Automations

w1_yingling

I would like to write an automation that opens a PDF where I can read its contents and compare what I find to values in a smartsheet. This is part of a QC I want to implement. Can someone point me to where I should go to read about how to do this, or describe how to go about the process?

kowal

Hi,

Definitely you will not be able to do that in Smartsheet - There is no workflow that reads PDF documents.

If you have Bridge you can set it up to connect with some online Services that can read PDF's - maybe even ChatGPT and later work with the data inside Smartsheet.

Dan Britton

Choose the appropriate Smartsheet SDK (https://developers.smartsheet.com/) for the programming language/environment you want to use, and then, using a pdf reader library for your language, write a script to read your pdf, and make API calls to Smartsheet to return data for comparison (or pass through ODBC queries using Smartsheet's Live Data Connector).