Free template

Use AI to Automatically Categorize Your PDF Data – Free Template

Automatically categorize your PDF data without writing a single line of code.

Pull from PDF file Source
Categorize with AI Transform
Generate your results Output
Trusted by ops & finance teams at hundreds of leading brands
How it works

Transform your data in five easy steps using Parabola's drag-and-drop interface, powered by AI.

  1. 1
    Set up your data source by creating a new Parabola flow and uploading your PDF files.
  2. 2
    Extract and structure your PDF content using Parabola's parsing tools. Prepare the data for AI analysis.
  3. 3
    Use Parabola's AI categorization tools to define your classification rules. This step lets you specify how the AI should analyze and label your documents.
  4. 4
    Apply any additional refinements needed, such as document type classification or content categorization.
  5. 5
    Generate your results by previewing the categorized data and running your automated flow. Once configured, this process will handle new PDFs automatically.
Why this template

How to use parse PDFs

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

Pulling data from PDFs

Parabola's PDF data extraction converts PDF documents into structured, analyzable data. The platform handles various PDF formats and layouts.

Key features

  • Text and table extraction
  • Multi-page document support
  • Pattern recognition
  • Structured data output
  • Batch processing capability

How to use

  1. Add the Pull from PDF file step to your Flow
  2. Upload your PDF file
  3. Configure extraction settings, including column names and keys
  4. Run the step to extract the data
  5. Add examples and fine tune your extraction settings for more accurate parsing

Applying AI to categorize your data

Once you have retrieved your data, you can use the Categorize with AI step in Parabola to automatically categorize it. This step uses large language models to evaluate each row of data and assign a category from a custom, predefined set.

Key features

  • Automatically categorize data based on content for consistency
  • Customize the categories to fit your specific needs
  • Iterate on categorization over time to improve accuracy
  • Add additional fine tuning to improve results from the model

How to use

  1. Add the Categorize with AI step to your Parabola Flow
  2. Select which column(s) to categorize
  3. Define the categories to output in the newly created column
  4. Name the new column containing your categories
  5. Optionally add additional fine tuning to improve accuracy and capture edge-cases
  6. Review and refine the categorization results as needed

Practical AI categorization use cases and examples

Invoice categorization

If you have a large collection of PDF invoices (e.g., freight invoices) to categorize by type (sales, purchase, credit note), the Pull from PDF and Categorize with AI steps automate this process so you can analyze and report on financial data.

Contract management

If you work with legal contracts in PDF format, Parabola can categorize them by type (employment, sales, partnership) or by specific clauses. This helps you find and retrieve relevant contracts when needed.

Research paper organization

For researchers or academics working with a large number of PDF research papers, Parabola can categorize the papers by topic, author, or other metadata. This helps you organize and navigate your research library.

Parabola's Pull from PDF and Categorize with AI steps let you automate categorization in a no-code Flow, improving the accuracy and consistency of categorization across your PDF data.