Extract Data From PDF to Sheets


Learn how to automate data extraction from PDFs, save it into Google Sheets, and, if needed, email the extracted data to relevant stakeholders. The easiest way to turn unstructured data into structured format that can be further analyzed, shared and processed automatically. This automation eliminates manual data entry, enhances accuracy, and ensures timely communication.

Use cases for extracting data from PDF and saving to Sheets include:

  • HR Teams: Extract key details from resumes or forms, log them into Sheets, and email summaries to hiring managers or team leads.

  • Finance Departments: Process invoice PDFs, save data like amounts and due dates in Sheets, and email payment reminders or records to finance teams.

  • Healthcare Providers: Extract patient data from reports or forms, store it in Sheets, and email critical information to doctors or administrative staff.

  • Educational Institutions: Process student applications or exam results, save details in Sheets, and send personalized summaries or reports to relevant departments.

This video provides a step-by-step guide to building this end-to-end automation, empowering you to streamline your workflow while improving collaboration and efficiency.

Just follow the tutorial to replicate the workflow in your Zenphi Workspace, or book a call with our automation experts to get a guided setup.