PDF To ERPNext

PDF
To
ERPNext

Table of contents

Streamline Business with Automated Data Transfer from PDF to ERPNext

Data Extraction
Billing
Order Data
Automation
Sample text

Automate your task from PDF to ERPNext seamlessly. Our case study showcases how we streamlined repeated data extraction for this logistics company.

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Streamline Business with Automated Data Transfer from PDF to ERPNext

1. Divide the transfer process:
• Identify key data in the PDF
• Determine relevant fields in ERPNext
• Map the data from PDF to ERPNext

2. Communicate the need and method of execution to the AI:
• Explain the purpose of automating PDF to ERPNext transfer
• Guide the AI on the sequence of actions for data mapping

3. Now, achieve seamless automation in a single click:
• Validate the created automation sequence
• Initiate the transfer process with a click, hassle-free.

Revolutionize the way your team works. Automate ANY task with the ease of a chat. No Technical Skills Needed.

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What’s a Rich Text element?

The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

Static and dynamic content editing

A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.