Outlook automation pull from PDF

Status
Not open for further replies.

xylersmith

New Member
Outlook version
Outlook 2016 64 bit
Email Account
Office 365 Exchange
Im not sure if this is possible but I send emails all day for work. Here is my process.
1. Download a pdf statement for a client.
2. Copy the name, unit, and account number from a line in the pdf.
3. Paste those 3 blocks of information into the subject line.
4. Paste those 3 blocks of information into the body
5. Upload pdf statement to email

So i'm wondering is there anyway to automate this? So that it pulls the 3 lines of info that is always in the same spot on the pdf to form the email. It would be super helpful. Thank you
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
If you can copy the entire text from the pdf and the parts you need can be identified using code - if its in the pdf as
Reference: name unit account number

then you can grab it - assuming you use Acrobat or another PDF application that supports VBA. Actually... maybe opening it in word would work. The big this is regex needs to be able to find it.
 

xylersmith

New Member
Outlook version
Outlook 2016 64 bit
Email Account
Office 365 Exchange
I think it would be able to identify it. The data is always in the same spot on the pdf. Im very new to this sort of thing so not sure how I would set it up.
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
It's not so much that its in the same spot- unless its at the very top - regex needs to know which text it is.
 

Diane Poremsky

Senior Member
Outlook version
Outlook 2016 32 bit
Email Account
Office 365 Exchange
What do you use for opening the PDF? If you don't have adobe or one that supports vba, you'll need to use send keys to select the text - it might work to open it in word. I don't have time at the moment to look into it though.
 
Status
Not open for further replies.
Similar threads
Thread starter Title Forum Replies Date
T Outlook Prf/Automation question Using Outlook 2
J Security Restriction Seriously Hampers Outlook Automation Outlook VBA and Custom Forms 1
X Access Outlook Contact Groups with Automation? Outlook VBA and Custom Forms 3
e_a_g_l_e_p_i Outlook 2021 all appointments not showing in calendar Using Outlook 2
S Outlook 365 Can I change the possible range of highlighting colours when writing an Outlook email? Using Outlook 1
B Outlook 213 keeps crashing. I just found out there are DMP files. How can I tell Why? Using Outlook 2
H Outlook 2016 related mails in outlook Outlook VBA and Custom Forms 13
S Outlook 2021 Can you make emails from 3 word domains "safe" by entering top 2 word domain into Safe List in Outlook? Using Outlook 1
@ Outlook Using Outlook 2
kburrows Outlook 365 - Ribbon Customizations Disappear Using Outlook 0
D Wishlist How to use 'app password' in Outlook 2003 after Google pulled plug on "less secure apps" Using Outlook 1
L Restoring Outlook from backup pst file Using Outlook 5
e_a_g_l_e_p_i Kernel Outlook .pst viewer Using Outlook 3
L Outlook 365 Outlook not working on linux how to solve it Using Outlook.com accounts in Outlook 0
T Outlook 2019 Using Gmail aliases in Outlook Using Outlook 6
S Activities in Outlook Outlook VBA and Custom Forms 3
S ios outlook Using Outlook.com accounts in Outlook 0
W Transfer Outlook 2016 autocomplete file to Outlook 2007 Using Outlook 1
V iCloud calendar problems, Outlook shuts down immediately Using Outlook 2
S Outlook Macro for [Date][Subject] Using Outlook 1
E Outlook - Macro - send list of Tasks which are not finished Outlook VBA and Custom Forms 3
E Outlook - eliminate same adresses from to, and bc line Outlook VBA and Custom Forms 0
R How to force Outlook to use plain text in notes for Contacts? Using Outlook 1
G Outlook Express (DBX) to Outlook (PST) Conversion Software Wanted Using Outlook 1
J Outlook 2016 Can't display some embedded HTML images in Outlook 2016 Using Outlook 2
J Outlook EAS protocol version Using Outlook 1
N Outlook 2021 'Run Script" Rules? Outlook VBA and Custom Forms 4
C Why does Outlook (desktop) 365 for Windows keep making me input my passwords? Using Outlook 8
P Comcast IMAP broken but their second level support said to call "the Outlook company" Using Outlook 4
bdsermons Outlook 365 command button in outlook form Outlook VBA and Custom Forms 5
B iCloud telling me my Outlook is not supported Using Outlook 2
cheapfaremart Which outlook version is best? Using Outlook 0
T Outlook 2021 Cannot open attachments Outlook DeskTop 2021 Using Outlook 0
M Outlook settings will not accept a password Using Outlook 9
C Outlook FROM ADDRESS -Outlook.com and Android Using Outlook 1
E Outlook 365 Outlook/VBA Outlook VBA and Custom Forms 11
O How to find and replace a word in Outlook-Agenda-Subject and Message? Using Outlook 0
gproston Why doesn't Outlook remember indexing? Using Outlook 1
X Open Hyperlinks in an Outlook Email Message (Help with Diane's solution) Outlook VBA and Custom Forms 3
J Outlook 2003 .pst Will Not Restore Completely to Outlook 2019 Using Outlook 5
R Outlook Logging Using Outlook 6
e_a_g_l_e_p_i Email notifications changed with Outlook 2021 Using Outlook 8
Y Disable Microsoft Outlook Test Message Using Outlook 5
J Outlook 365 Outlook 2016/365 Contacts Lose Info when Favorited to the To-Do Bar Using Outlook 2
Commodore Are newer versions of Outlook still "less secure" to Google? Using Outlook 22
Commodore Any way to create "from-only" account on Outlook 2021? Using Outlook 1
Z Outlook.com OST Stopped working without explanation Using Outlook.com accounts in Outlook 3
glnz How to retrieve or redo Verizon.net email password without affecting Outlook connection? Using Outlook 1
S New Outlook Appointment - Select All Body Text and Change Font and Size Outlook VBA and Custom Forms 1
V Outlook 2021 Outlook-2021 (64-bit) and iCloud-for-Windows v13.0 - It Works Good. Using Outlook 9

Similar threads

Top