PDF and Automations

w1_yingling
w1_yingling ✭
in API & Developers

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?

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Answers

  • kowal
    kowal Overachievers Alumni

    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.

    Tomasz Kowalski

    The Real Smartsheet Enthusiast

    Is there anything else we can help you with? - book your time!

    MASA Consult - Your Aligned Smartsheet Partner

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  • Dan Britton
    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).

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