PDF Text Extraction to CSV with Vertex AI

• Finance Professionals: Those who need to extract transaction data from bank statements or invoices.
• Data Analysts: Individuals looking to automate the extraction of data from various document formats.
• Small Business Owners: Entrepreneurs who want to streamline their financial reporting and record-keeping processes.
• Developers: Tech-savvy users who wish to integrate AI capabilities into their applications for document processing.
• Students and Researchers: Anyone needing to analyze financial documents for projects or studies.

This workflow automates the extraction of text from PDFs and images, converting the data into a structured CSV format. It eliminates the need for manual data entry, saving time and reducing errors in financial documentation. Users can quickly categorize transactions, making data analysis more efficient.

• Step 1: Trigger the Workflow - The workflow starts when a new PDF or image file is uploaded to a specified Google Drive folder.
• Step 2: Identify File Type - The workflow determines whether the uploaded file is a PDF or an image using a routing node.
• Step 3: Download File - Depending on the file type, the workflow downloads the relevant file from Google Drive.
• Step 4: Extract Data - For PDFs, it extracts text data using a dedicated extraction node. For images, it sends the image to Vertex AI for text recognition.
• Step 5: Process Data with AI - The extracted text data is sent to an AI model for processing, where it categorizes transactions and formats them into CSV data.
• Step 6: Convert to CSV Format - The structured data is converted into CSV format for easy use in spreadsheets or databases.
• Step 7: Upload CSV to Google Drive - Finally, the generated CSV file is uploaded back to a specified Google Drive folder for storage and access.