Data Extraction and Manipulation

Right. So I have been trying to achieve the following;

Extract Key Data from a structured PDF > Push this Key Data into a Word/Excel document

I can get parts of this process to work. Copilot seems pretty good at extracting data from PDFs and Excel files etc, it will show me the correct data in the chat.

BUT when I ask it to push this into a pre-existing word template it just doesnt work. The best result I had was when Copilot added the Key Data to the end of the Word doc. Not what I wanted but not a million miles off.

Its also fine with putting this into a new word document.

So it feels like Copilot has all the functionaility required but just wont combine this with using a pre-existing word/excel template. I even tried content control boxes.

For some context, this sort of thing (basically copying pasting data from one doc to another) is incredibly time consuming and there is a LOT of this in my industry.

Hoping that there is a way to achieve this, even if it means multiple steps etc! 🙃