Invoice PDF Automation using UiPath

Overview

This project is an end-to-end Robotic Process Automation (RPA) solution built with UiPath to automate invoice processing. The automation reads multiple PDF invoices from a specified folder, extracts key invoice information, consolidates the data into an Excel report, and automatically emails the report to a designated recipient.

The project demonstrates practical use of UiPath for document processing, data extraction, Excel automation, and email integration.

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Features

• Reads multiple PDF invoices from a folder

• Extracts invoice information:

  • Invoice Number
  • Vendor Name
  • Invoice Date
  • Invoice Amount

• Stores extracted data in a DataTable

• Generates a consolidated Excel report

• Sends the report automatically via email

• Processes multiple invoices in a single execution

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Technologies Used

• UiPath Studio
• UiPath PDF Activities
• UiPath Excel Activities
• UiPath Mail Activities
• Data Tables
• Variables and Arguments
• Control Flow (For Each, If, Assign)
• Gmail Integration

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Workflow

Start
   │
   ▼
Read all PDF files from input folder
   │
   ▼
Loop through each PDF
   │
   ├── Read PDF Text
   ├── Extract Invoice Number
   ├── Extract Vendor Name
   ├── Extract Invoice Date
   ├── Extract Amount
   └── Add extracted data to DataTable
   │
   ▼
Generate Excel Report
   │
   ▼
Send Email with Excel Attachment
   │
   ▼
End

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Project Structure

Invoice-PDF-Automation
│
├── Main.xaml
├── project.json
├── README.md
├── Input
│   └── Sample PDF Invoices
├── Output
│   └── InvoiceReport.xlsx
├── Screenshots
│   ├── Workflow.png
│   ├── ExcelOutput.png
│   └── EmailResult.png
└── Assets

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Sample Output

Invoice Number	Vendor	Invoice Date	Amount
INV-1001	ABC Supplies	2026-07-29	1001
INV-1002	XYZ Industries	2026-07-29	999
INV-1003	Global Traders	2026-07-30	2450

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Skills Demonstrated

• Robotic Process Automation (RPA)
• PDF Data Extraction
• Excel Automation
• Email Automation
• DataTable Manipulation
• File Handling
• Exception Handling
• Workflow Design
• Process Automation

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How to Run

1. Clone this repository.
2. Open the project in UiPath Studio.
3. Install any missing UiPath dependencies.
4. Place PDF invoices in the Input folder.
5. Update the output Excel path if required.
6. Configure your email account in the Mail activities.
7. Run Main.xaml.
8. Review the generated Excel report in the Output folder.
9. Verify the email containing the report is delivered successfully.

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Future Improvements

• OCR support for scanned invoices
• AI-based invoice field extraction
• Validation of extracted data
• Logging and detailed exception handling
• Archive processed invoices
• Duplicate invoice detection
• Vendor-wise summary reports
• Integration with UiPath Orchestrator
• Unattended automation scheduling

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Author

Neethu Narayanan

Software Developer | Microsoft Power Platform Developer | UiPath RPA Learner

• Microsoft Certified: Power Platform Fundamentals (PL-900)
• Passionate about workflow automation, Power Platform, and intelligent document processing.

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License

This project is available for learning and demonstration purposes. Feel free to fork the repository, experiment with the workflow, and contribute improvements.