How to use AI to automatically extract your PDF data

Here's how to use the How to use AI to automatically extract your PDF data

1

2

3

What are PDFs?

PDFs, or Portable Document Format files, are a widely used digital document format that preserves the original formatting and layout of a document, making it easy to share and view across different devices and platforms. PDFs can contain a variety of content, including text, images, tables, and other multimedia elements.

Why would you want to do use AI to automatically extract your PDF data?

Extracting data from PDF files can be a time-consuming and error-prone process, especially when dealing with large or complex documents. By using AI-powered tools, you can automate this process and save time, reduce errors, and improve the accuracy of your data extraction. This can be particularly useful for businesses that need to regularly extract data from PDF invoices, reports, or other documents.

Explore and learn more about Parabola

Use Parabola to bring your disparate data and documents together, then tackle your most complex processes with ease

Want to test out this process yourself?

Open the template, sign up, and get started

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

  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 extract your data

The Extract with AI step in Parabola leverages large language models to intelligently parse and extract specific values from your API data. This powerful feature can understand context and identify patterns in your data, making it ideal for processing unstructured or semi-structured information.

Key features

  • Natural language processing capabilities
  • Custom extraction rules
  • Multi-format support
  • Batch processing

How to use

  1. Add the Extract with AI step after your pull step
  2. Define the columns you want to extract data from
  3. Create new columns specifying the data you want to extract
  4. Add additional fine-tuning to further tailor the extraction
  5. Run a test extraction to verify results
  6. Adjust settings as needed for optimal results

Practical use cases and examples

Here are a few examples of how you can use Parabola to automatically extract data from PDFs:

Extracting data from invoices

Many businesses receive invoices in PDF format from their vendors or customers. By using Parabola's Pull from PDF fi anExtract with AI steps, you can automatically extract key data from these invoices, such as the total amount, due date, and line item details. This can help you streamline your accounts payable and receivable processes.

Analyzing financial reports

Organizations often receive financial reports in PDF format, such as quarterly earnings reports or annual reports. Using Parabola, you can extract the key financial metrics from these reports, apply custom calculations, and visualize the data to gain deeper insights into the organization's performance.

Automating data entry from forms

Many organizations use PDF forms to collect data from customers, employees, or other stakeholders. By using Parabola's Pull from PDF fi anExtract with AI steps, you can automatically extract the data from these forms and integrate it into your existing systems, reducing the need for manual data entry.

In conclusion, using Parabola to automatically extract data from PDF files can save you time, reduce errors, and improve the accuracy of your data-driven processes. By leveraging the power of AI-powered data extraction, you can unlock valuable insights and streamline your workflows.