Extract Financial Data from PDFs and Add to Google Sheets Using Pabbly Connect

Learn how to extract financial data from PDFs and add it to Google Sheets using Pabbly Connect in this comprehensive tutorial. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin extracting financial data from PDFs and adding it to Google Sheets, you first need to access Pabbly Connect. Open your web browser and navigate to the Pabbly Connect website by searching for ‘Pabbly Connect’ or entering ‘Pabbly.com/connect’.

Once on the landing page, you will see options to either sign in or sign up. If you’re new, click on the ‘Sign Up Free’ button to create an account, which is a quick process that takes just a couple of minutes. If you are an existing user, simply click ‘Sign In’. After signing in, you will arrive at the apps page of Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Now that you have accessed Pabbly Connect, the next step is to create a new workflow for your AI agent. Click on the ‘Create Workflow’ button and give your workflow a meaningful name, such as ‘AI Agent for Financial Data Extraction’. This name helps you identify the workflow later.

After naming your workflow, select the folder where you want to save it and click on ‘Create’. You will be directed to the workflow dashboard, which has two main sections: the trigger window and the action window. The trigger window will initiate the workflow, while the action window will define what happens next. Now, let’s set up the trigger.

• Click on the trigger window and choose Google Drive as the app.
• Select the trigger event as ‘New File in Specific Folder’.
• Connect your Google Drive account by clicking on ‘Sign in with Google’.

Once connected, select the folder where your financial reports are stored. After setting this up, click on the ‘Save and Send Test Request’ button to test the connection.

3. Extracting Data Using OpenAI

The next step involves sending the PDF file to OpenAI for data extraction. In the action window, search for OpenAI and select it. Choose the action event as ‘Extract Content from PDF/Image’ and connect your OpenAI account using the API key. using Pabbly Connect

To obtain the API key, log into your OpenAI account, navigate to the API key section, and generate a new secret key. Once you have the key, paste it into Pabbly Connect. After connecting, select the AI model you want to use for extraction, such as GPT-4 Mini.

• Map the PDF URL from the trigger step to the OpenAI action step.
• Provide a prompt for the AI, such as ‘Extract the details from the PDF file in structured format’.
• Enter a structured output using JSON format to specify the data fields you want to extract.

After setting up these parameters, click on ‘Save and Send Test Request’ to obtain the extracted data from the PDF.

4. Adding Extracted Data to Google Sheets

Once you have successfully extracted the financial data, the next step is to add this information into Google Sheets. In the action window, search for Google Sheets and select it. Choose the action event as ‘Add New Row’. using Pabbly Connect

Connect your Google Sheets account by clicking on ‘Sign in with Google’ and select the spreadsheet where you want to add the extracted data. After selecting the spreadsheet, choose the specific sheet (e.g., Sheet1) where the data will be populated.

Map the extracted data fields from OpenAI to the corresponding columns in Google Sheets. Ensure each field from the extracted data corresponds accurately to the designated column in the spreadsheet. Click on ‘Save and Send Test Request’ to add the data to your Google Sheets.

After completing this step, check your Google Sheets to confirm that the new row with extracted financial data has been added successfully.

5. Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to extract financial data from PDFs and seamlessly add it to Google Sheets. By utilizing Pabbly Connect, you can automate the tedious process of data extraction and enhance your productivity.

With the integration of Google Drive, OpenAI, and Google Sheets through Pabbly Connect, you can efficiently manage financial reports without manual effort. This powerful automation tool simplifies your workflow and saves you valuable time.