Workflow Automation · Read + Write

OCR documents → Excel

Automate Rep · High Reason · Med

The problem

Finance / ops receive PDFs and scans full of tables — bills, statements, certificates, lab reports. People copy-paste rows into Excel for hours. Errors, OT, audit risk.

The AI approach

Multi-page table IDP. Detect tables, extract rows with vision-LLM, normalise columns into a single sheet schema, validate types, output a clean Excel.

The outcome

~30 sec/doc

200-page bundle goes from ~1 day → ~10 min. Output is one tidy spreadsheet, not a paste-from-N-PDFs mess.

Try itInput → Process → Output

Input — multi-page PDF bundle
p.1 / 8
Lab Report — Plant A
SamplepHNTU
S-1017.21.4
S-1027.41.1
p.4 / 8
Lab Report — Plant B
IDpH valturbid.
B-2207.01.8
B-2216.92.1
p.7 / 8
Lab Report — Plant C (scanned)
samplepHturb
C-0087.31.5
C-0097.21.6
Process — AI pipeline
1Detect tables on each pageReadPredictive
2Extract rows (vision-LLM)ReadGenerative
3Normalise columns to schemaRulesSymbolic
4Type-check + write .xlsxWriteSymbolic
Output — consolidated Excel
Click Run demo to flatten the multi-page bundle into one spreadsheet.
X
lab_results_consolidated.xlsx1 sheet · 6 rows · normalised
.xlsx
plantsample_idpHturbidity_NTUsource page
AS-1017.21.4p.1
AS-1027.41.1p.1
BB-2207.01.8p.4
BB-2216.92.1p.4
CC-0087.31.5p.7
CC-0097.21.6p.7
schema-validated · pH ∈ [0,14] ✓extracted in 12s

Three AI types in this use case

SymbolicColumn-alias dictionary; schema validator (type checks, ranges); .xlsx writer.
PredictiveTable detection on each page; layout classifier picks the extractor strategy.
GenerativeVision-LLM extracts rows from heterogeneous tables and reconciles column names across pages.

The stack

  • Table detection · Textract / DocAI / Camelot
  • Row extraction · Vision-LLM (Claude / GPT-4o)
  • Schema mapper · Pydantic + column-alias dict
  • Writer · openpyxl / xlsxwriter

When this works

  • Inputs share a core schema even if column names vary
  • Tables are visually clear (printed, not heavily handwritten)
  • Volume is high enough — 100+ docs / week
  • Downstream consumer is Excel-shaped (analyst, audit)

When it fails

  • Merged cells + multi-row headers — extraction misaligns
  • Stamped/handwritten overlays change values
  • Documents in multiple languages with no glossary
  • Schema drift — new column appears, mapper silently drops it