Document Library Metadata from file contents automatically

Hi Noobie999 ,

are we talking about Word documents? In that case you can use document properties that sync themselves to columns on the library:

You need to create a document template with the necessary content controls first and then create your documents from that template.

1) Go to your document library and create the metadata column you want to extract (i.e. CustomerName as a TextField)
2) Upload a document you want to use as template to the document library
3) From there open the document in Word (not Word Online)
4) Go to the position in your document where you print your customer name
5) Mark that name and select Insert->Quick Parts->Document Properties->CustomerName

    All properties you added in Step 1 should also be available here.
6) Now instead of plain text you have a content control where you can enter data.
7) Save your document and download it
😎 Go to "New" and click "+Add Template"
9) Upload your document

Now you can click "New-><YourDocumentName>" and a new document instance of your document template is created. In here you can enter the customer name into that content control.
On save this data is stored in the document library where you can filter by the metadata.

But this only works for documents that you create from that template in the future.

If you already have existing documents then you could think about SharePoint Syntex ("https://www.microsoft.com/en-us/microsoft-365/enterprise/microsoft-syntex") or a PowerAutomate flow that uses an AI model to extract information from your documents ( https://www.youtube.com/watch?v=PD2eKTzkZ70).
But for both you will most likely need additional licenses.

Best Regards,
Sven