Documentation › How to extract text from PDF in Make using RegExp

Extract text from PDF in Make

This guide shows how to automatically extract text from PDF files using Make with the Plumsail Documents connector. You’ll create a scenario that captures PDF attachments from Gmail, extracts raw text, parses specific fields using RegExp, and saves the results in Google Sheets.

Extract text from PDF in Make scenario overview

Key Actions

  • Watch Gmail inbox for incoming PDF attachments

  • Extract full text from PDF files

  • Use RegExp Match to parse invoice data

  • Add parsed data into Google Sheets

Automate more with extracted PDF text

This approach can be used in many other scenarios, not just for collecting invoice data.

  • Send extracted data to an ERP or CRM. Log payments or update customer records in systems like HubSpot, Zoho, or Bitrix24.

  • Summarize documents using AI. Use OpenAI or Google Vertex AI to generate summaries or classify content.

  • Create searchable archives. Store extracted text along with the original PDF and enable keyword search.

  • Track keywords. Detect terms like “overdue” or “urgent” and trigger alerts.

  • Index legal documents or applications. Extract fields from contracts or forms and save them into structured databases.

Once the text is extracted, it becomes much easier to work with documents across your entire workflow.

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