Free template: use AI to automatically categorize your PDF data
Automatically categorize your PDF 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 source by creating a new Parabola flow and uploading your PDF files.
- Extract and structure your PDF content using Parabola's parsing tools. Prepare the data for AI analysis.
- 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.
- Apply any additional refinements needed, such as document type classification or content categorization.
- Generate your results by previewing the categorized data and running your automated flow. Once configured, this process will handle new PDFs automatically.
How to use parse 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
Pulling 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
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
- Easily iterate on categorization over time to improve accuracy
- Add additional fine tuning to improve results from the model
How to use
- Add the Categorize with AI step to your Parabola Flow
- Select which column(s) to categorize
- Define the categories to output in the newly created column
- Name the new column containing your categories
- Optionally add additional fine tuning to improve accuracy and capture edge-cases
- Review and refine the categorization results as needed
Practical AI categorization use cases and examples
Invoice categorization
Suppose you have a large collection of PDF invoices (eg., freight invoices)that need to be categorized by type (e.g., sales, purchase, credit note). By using the Pull from PDF and Categorize with AI steps in Parabola, you can automate this process and ensure that your invoices are accurately categorized, making it easier to analyze and report on your financial data.
Contract management
If you work with a variety of legal contracts in PDF format, you can use Parabola to automatically categorize them by type (e.g., employment, sales, partnership) or by specific clauses or provisions. This can help you quickly find and retrieve relevant contracts when needed, improving your contract management processes.
Research paper organization
For researchers or academics who work with a large number of PDF research papers, Parabola can be used to automatically categorize the papers by topic, author, or other relevant metadata. This can help you better organize and navigate your research library, making it easier to find and reference specific papers when needed.
In conclusion, by using Parabola's Pull from PDF and Categorize with AI steps, you can streamline your data processing workflows, improve the accuracy and consistency of your data categorization, and gain valuable insights from your PDF data. Parabola's no-code platform makes it easy to build custom Flows that automate these tasks, saving you time and effort while enhancing your data-driven decision-making.
