Switch Automate

This workflow is designed for professionals and businesses that utilize Airtable for data management and require automated data extraction from PDF files. It is particularly beneficial for:

• Data Analysts needing to extract structured data from unstructured sources.
• Project Managers who want to automate data updates in their Airtable projects.
• Developers looking to integrate AI-driven data processing into their applications.
• Marketing Teams that rely on data-driven decisions and need efficient data handling from various documents.

This workflow addresses the challenge of manually extracting data from PDF files and updating Airtable records. It automates the process of:

• Listening for changes in Airtable (like row updates or field changes).
• Fetching the relevant PDF files automatically.
• Extracting the required information using AI and LLMs (Language Models).
• Updating the Airtable records with the extracted data, thereby saving significant time and reducing human error.

1. Webhook Trigger: The process begins when a specific event occurs in Airtable, such as a row update or a field creation.
2. Get Table Schema: The workflow retrieves the schema of the table to understand the fields and their descriptions.
3. Fetch Records: It fetches the records that need to be processed based on the event type.
4. Filter Valid Rows/Fields: The workflow filters out rows and fields that do not contain the necessary data or are empty.
5. File Data Retrieval: For each relevant record, it fetches the associated PDF file from the specified field.
6. Data Extraction: The Extract from File node processes the PDF to extract text content.
7. Dynamic Prompt Generation: For each field that requires data, it generates a prompt that will be sent to the AI model for extraction.
8. AI Processing: The extracted text and prompts are fed into an AI model to generate the required field values.
9. Update Airtable Records: Finally, the workflow updates the relevant Airtable records with the newly extracted data, ensuring that all necessary fields are populated correctly.