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What is PDF data?
PDF (Portable Document Format) data represents information stored within PDF documents. These files maintain consistent formatting across different devices and platforms, making them ideal for sharing documents. While PDFs are excellent for preserving document layout and appearance, extracting structured data from them traditionally requires specialized tools or manual effort.
What is email data?
Email data encompasses all the information contained within email messages, including sender details, recipients, subject lines, body content, and attachments. This data source is one of the most common forms of business communication and often contains valuable information that needs to be extracted and analyzed for various purposes.
Why would you want to combine PDF data with email data?
Combining PDF and email data can streamline various business processes and create more comprehensive data sets for analysis and automation. Here are several compelling reasons:
- Consolidate customer information from PDF forms with email correspondence
- Track document submissions by matching PDF content with email metadata
- Create automated workflows for document processing and communication
- Generate comprehensive reports combining multiple data sources
- Maintain audit trails by linking documents to related communications
Explore and learn more about Parabola
Use Parabola to bring your disparate data and documents together, then tackle your most complex processes with ease
Data transformation
Clean, standardize, and manipulate your data and make it actionable
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Architect new tables and store millions of rows of data
Data visualization
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Pull from PDF file
Pull from inbound email
How to use PDFs with Parabola
Parabola's PDF handling 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
Retrieving data from PDFs
Parabola's PDF data extraction 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 email data with Parabola
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
Retrieving 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 joining methods
- Automatic column matching
- Custom key field selection
- Duplicate handling options
- Preview of combined data
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 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.
