The quick answer is yes, it might be possible. Here are some thoughts;
First, there needs to be a way to do a look-up on the row data that can relate that row of data to a unique PDF. Ideally something in the PDF filename that when extracted can relate it to a unique row of data?
Secondly, I have had mixed success using Excel as an ODBC datasource for workflow. Workflow can have many instances of the same workflow running at the same time. Excel was not designed to handle that level of query activity.
So if there is a unique way to relate the PDF and the row data here is how I would do it;
- Import the Excel spreadsheet data into SQL as a table
- Import the PDF's into a Laserfiche folder that is being monitored by a workflow. You can either drag drop into the LF client or use Import Agent to make that happen.
- The workflow monitoring the import folder would have these steps;
- Extract the unique ID from the imported document filename
- Use the Query Data or Custom Query activity to do a lookup into SQL for the unique ID and return the appropriate metadata
- Use the Assign Field Values activity to assign the template and metadata returned from the query activity
Final thought is that if you have a large number of these query workflow activities running at the same time it could negatively impact the performance of your production system, therefore I would do the import during a slow time of the day or perhaps after business hours?