PDF to Board (information extraction)

[ampolles (Polles)]

Hello,

I was wondering if anyone knows of a way to extract information from a static PDF template (data changes but the formatting is remains the same each file upload).

Is there an app that perhaps lets you place a box over the area that will be populated so it knows where to look? (similar to docusign but in the reverse).

Any ideas or feedback would be incredible.

Thank you!

[dmccarthy22710 (Desiree McCarthy | Monday.com Ambassador)]

Have you tried using an AI column to pull the data out of the PDF? Use a text column type and then with the AI, it can extract info.

[Scarletioshub]

@ampolles

I was wondering if anyone knows of a way to extract information from a static PDF template (data changes but the formatting is remains the same each file upload).

Is there an app that perhaps lets you place a box over the area that will be populated so it knows where to look? (similar to docusign but in the reverse).

Any ideas or feedback would be incredible.

You can use tools like Adobe Acrobat Pro DC, PDF.co, Docparser, or Tabula to extract data from static PDF templates. These tools allow you to define areas (like placing boxes) on the PDF to automate data extraction. For image-based data, OCR tools like Tesseract or ABBYY FineReader can help as well. These options can help you extract information from fixed areas in your templates easily.