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Convert PDFs to CSV

Turn report tables into downloadable CSV files

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Convert report tables into downloadable CSV files
Reads
  • Report PDF
    Report PDF

    A new PDF in your intake folder starts the run and supplies the tables to read.

  • PDF filename
    PDF filename

    Your PDF filename gives each finished CSV a name your teammate can recognize.

  • Original PDF link
  • Known table headings
    Known table headings

    Your optional headings help locate report tables and separate them from repeated page headers.

  • Output folder
    Output folder

    Your chosen output folder gives your teammate access to the CSV files and review note.

File storage service
File storage service

Your file storage service supplies each PDF and stores CSV files and review notes for download.
Read table headings and rows, and flag uncertain cells
Is the output folder unavailable?YesNo
Keep the conversion pending and report the folder error
Writes
  • Output folder error
    Output folder error

    You see why the output folder could not accept the files while the conversion stays pending.

Does the PDF lack data tables or readable rows?YesNo
Save a note explaining the issue and linking the PDF
Writes
  • Cell review note
    Cell review note

    Your note links the PDF and pinpoints uncertain cells, or explains why no CSV could be made.

Save a CSV for each table layout and a cell review note
Writes
  • Downloadable CSV files
    Downloadable CSV files

    Your teammate gets one CSV per table layout, with readable values under their original headings.

  • Cell review note
    Cell review note

    Your note links the PDF and pinpoints uncertain cells, or explains why no CSV could be made.

This Agent waits for a PDF in your chosen intake folder. It reads the tables and saves CSV files in your output folder. You get a note pointing to any cells that need a look at the PDF.

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Google Drive
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Google Contacts
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Microsoft SharePoint
Used as:
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Made for your industry

Convert PDFs to CSV is made for businesses in these industries.

Made for your role

Convert PDFs to CSV is made for people in these roles.

Made for your department

Convert PDFs to CSV is made for people in these departments.

How Convert PDFs to CSV works

4 steps, in order, on every run.

  1. Get the report PDFDownload the new PDF from your chosen intake folder. Keep its name and source link for the handoff.
  2. Read the report tablesFind table headings and rows while skipping repeated page headers. Keep values under their original columns.
  3. Create the CSV filesWrite a CSV for each distinct table layout. Leave unreadable cells blank and list their locations in a review note.
  4. Save the handoffSave the CSV files and review note in your chosen output folder. Report a folder error if the files cannot be saved.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, Google Contacts or Microsoft SharePoint.

3 tools
Set your rules
  • Choose the folder where recurring report PDFs arrive and a separate folder where teammates can download the CSV files and review notes.
  • Set a file naming rule based on the source PDF name and table number, and specify any known table headings that help distinguish report tables from page furniture.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Convert PDFs to CSV:

Can I choose where the CSV files go?

Yes. You choose an intake folder for the PDFs and an output folder for the CSV files and review notes.

What happens if a table cell is hard to read?

You'll see a blank cell in the CSV. The note points you to its table, page, row, and column in the original PDF.

What if the PDF has no readable table?

You'll get a note that names the problem and links to the source PDF. No empty CSV goes into your output folder.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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