Automate reading pdf doc and images when added to onedrive for expiry dates
Hi all,
So I am helping a company set up this workflow.
It is a company focused on providing healthcare contractors for disabled people so they need to collect a lot of verification docs ie. drivers license, certificates, etc.
What the client wants is when a new file (drivers license pdf scan, pdf of cert confirmation) hits the onedrive folder of the admin account, automation detects this addition, scan the material for any expiry dates then email the admin account as well as creating outlook reminders 8 weeks in advance.
example: if the drivers license pdf scan hits Onedrive, automation checks for expiry date 28 Jan 2027 then it will email the admin account of that detail + set up a reminder around 28 Nov 2026 that the drivers license is expiring soon.
our friend said sth about using an existing free OCR from MS to do this.
another said we could set up Claude cowork to do this.
Hopefully someone here has done this before and can point me in the right direction.