Free template: combine PDF data with email data
Combine PDF data with Email data without writing a single line of code.
The Parabola Team
Transform your data in five easy steps using Parabola's drag-and-drop interface, powered by AI.
- Set up your data sources by creating a new Parabola flow, uploading your PDF files, and linking your email service.
- Extract data from your PDFs using Parabola's PDF parsing tools. This converts your document information into structured, usable data.
- Set up email data extraction by specifying which emails to pull and what information to capture. This could include attachments, content, or metadata.
- Combine your datasets using Parabola's transformation tools. This step lets you match corresponding information and create rules for merging your document and email data.
- Generate 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 with Parabola
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 capabilities provide a robust solution for working 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 allows you to pull data directly from your email accounts, making it easy 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 powerful feature allows you to merge data based on common fields, creating a comprehensive 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 streamline accounts payable processes. This combination allows for automatic verification of invoice details against email correspondence and tracking of payment-related communications.
Customer document management
Create a comprehensive customer document management system by linking PDF contracts or forms with related email discussions. This enables better tracking of customer interactions and maintains a complete history of document-related communications.
Report generation and analysis
Combine data from PDF reports with email feedback and communications to create comprehensive analysis documents. This helps in tracking project progress, gathering feedback, and maintaining detailed records of document-related discussions.
By leveraging Parabola's powerful data combination capabilities, you can automate complex workflows that involve both PDF and email data. This not only saves time but also reduces errors and provides more comprehensive insights into your business processes. Start building your Flow today to streamline your document and communication management processes.
