Combine PDF and Email Data Using AI – Free Template
Combine PDF data with Email data without writing a single line of code.
Pull from PDF file Source 
Combine with email Transform 
Generate your results Output 
Transform your data in five easy steps using Parabola's drag-and-drop interface, powered by AI.
- 1Set up your data sources by creating a new Parabola flow, uploading your PDF files, and linking your email service.
- 2Extract data from your PDFs using Parabola's PDF parsing tools. This converts your document information into structured, usable data.
- 3Set up email data extraction by specifying which emails to pull and what information to capture. This could include attachments, content, or metadata.
- 4Combine your datasets using Parabola's transformation tools. This step lets you match corresponding information and create rules for merging your document and email data.
- 5Generate your results by previewing the combined data and running your automated flow. Once configured, this process will handle new files automatically.
How to parse PDFs
Parabola's PDF parsing capabilities enable you to extract and transform data from PDF documents efficiently.
- Automatic text extraction from both searchable and scanned PDFs
- Flexible parsing options for structured and unstructured PDF content
- Batch processing capabilities for multiple PDF files
Pulling data from PDFs
Parabola's PDF data parser functionality enables you to convert PDF documents into structured, analyzable data. The platform can handle various PDF formats and layouts, making it versatile for different business needs.
Key features
- Text and table extraction
- Multi-page document support
- Pattern recognition
- Structured data output
- Batch processing capability
How to use
- Add the Pull from PDF file step to your Flow
- Upload your PDF file
- Configure extraction settings, including column names and keys
- Run the step to extract the data
- Add examples and fine tune your extraction settings for more accurate parsing
How to use Parabola's email integration
Parabola's email integration works with email data systematically.
- Access email content and metadata through a simple interface
- Process multiple email messages in bulk
- Extract specific components of email communications, including attachments
Pulling data from email
Parabola's email integration pulls data directly from your email accounts to extract and process information from your messages and attachments.
Key features
- Process any email sent to your inbox
- Attachment processing (CSV, Excel, PDF)
- Standardize attachments across suppliers, vendors, and carriers
- Extract email sender and recipient information, file name, and email metadata
- Filter capabilities
- Automated scheduling
How to use
- Add the Pull from inbound email step to your Flow
- Within email settings, copy your Flow's email address
- Specify the attachment type (if applicable)
- Forward or send an email to the Flow's email address
- Click "Refresh data" to pull in your email
- Adjust the fields and validate your final output
Combining PDF and email data
Once you have both data sources imported into your Parabola Flow, you can combine them using the Combine Tables step. This step merges data based on common fields, creating a dataset for analysis.
Key features
- Multiple combining table methods
- Automatic column matching
- Extract text
- Remove duplicates
- Preview of combined data
AI workflow automations
How to use
- After you add your data sources to the Canvas, add the Combine tables step to your Flow
- Drag the arrow from your data sources to the Combine tables step on the Canvas
- Choose the columns to match between the tables
- Configure the join type
- Preview and verify the combined results
Practical workflow automation use cases and examples
Invoice processing automation
Automatically match incoming PDF invoices with corresponding email communications to speed up accounts payable processes. This combination verifies invoice details against email correspondence and tracks payment-related communications.
Customer document management
Create a customer document management system by linking PDF contracts or forms with related email discussions. This tracks customer interactions and maintains a history of document-related communications.
Report generation and analysis
Combine data from PDF reports with email feedback and communications to create analysis documents. This helps track project progress, gather feedback, and maintain records of document-related discussions.
With Parabola's data combination capabilities, you can automate workflows that involve both PDF and email data, reducing errors and surfacing insights into your business processes. Start building your Flow today.
