In a modern fast-paced business environment, efficiency is key. One area where many organizations struggle is the manual extraction of data from PDF documents. Whether you’re dealing with contracts, invoices, resumes, or other documents, manually entering data is time-consuming and prone to errors. Thankfully, there’s a solution: automating PDF data extraction in monday.com using the PDF Scanner app.

Why Automate PDF Data Extraction?

Manual data extraction from PDFs can be tedious and inefficient. Automation offers several benefits:

• Time-saving: Automatically extracting data eliminates the need for manual entry, saving countless hours.
• Accuracy: Reduces the risk of human error, ensuring data integrity.
• Consistency: Standardizes the data extraction process, maintaining uniformity across documents.
• Productivity: Allows your team to focus on more strategic tasks rather than repetitive data entry.

Introducing PDF Scanner for monday.com

PDF Scanner is an AI-driven tool designed to enhance your document management within monday.com. It seamlessly scans and extracts various types of information from PDF files, streamlining your workflow and increasing productivity.

Key Features of PDF Scanner

1. Automated PDF Scanning: Harness the power of AI to automatically scan and extract data from PDF documents.
2. Flexible Extraction Rules: Tailor the scanning process to meet your specific needs. Define custom rules to extract exactly the information you require, ensuring precision and relevance in your data. Use free-text instructions to specify what you want extracted.
3. Integration Templates: Use pre-built integration templates to get started quickly. Effortlessly integrate PDF Scanner into your existing monday.com workflows with minimal setup.

Steps to Automate PDF Data Extraction in monday.com

1. Install PDF Scanner – Begin by installing the PDF Scanner app from the monday.com app marketplace.
2. Setup a board – Create a new board or use an existing one – it must have at least 1 File column (to upload your PDF files) and at least 1 Text or Long Text column (to store the result from the scan)
3. Set Up Your Automation Rules – Navigate to your board and create a new automation, using the built-in PDF Scanner integration templates. Configure what information you want extracted.
4. Upload Your PDF Documents – Upload the PDF documents you want to extract data from to your monday.com board. The AI will scan your PDFs and extract the defined data points, populating your monday.com boards with the relevant information.
5. Review and Validate Extracted Data – After the extraction, review the extracted data to ensure accuracy. PDF Scanner’s AI is highly accurate, but a quick review ensures everything is correct.
6. Integrate with Existing Workflows – Whether it’s for project management, finance, HR, or content management, you can seamlessly integrate the PDF Scanner into your processes.

Use Cases for PDF Scanner

1. Contracts and Legal Documents – Automatically extract key contract details such as parties involved, contract dates, and terms, ensuring compliance and easy retrieval.

2. Finance and Invoices – Pull invoice amounts, due dates, and vendor details, allowing for quick comparison and efficient financial management.

3. Human Resources – Extract resume details, validate document types, and streamline recruitment processes by automating the extraction of candidate information.

4. Content Management – Summarize large documents, extract or translate text, and validate content for explicit material, enhancing content management processes.

5. Project Management – Track document types, count pages or words, and ensure all project documentation meets compliance standards.

Get started with PDF Scanner

By leveraging AI, you can save time, increase accuracy, and boost productivity. Whether you’re managing contracts, finances, HR documents, or project files, PDF Scanner provides a seamless and efficient solution.

Get started with PDF Scanner for monday.com today.