Automate Data Extraction and Updates from Documents
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This workflow automates the extraction of specific data points from documents and updates your records accordingly. It intelligently identifies fields to extract, processes PDF content, and leverages AI to fill in missing information, streamlining your data management processes.
About This Workflow
This n8n workflow is designed to bring efficiency to your data management by automating the process of extracting information from documents and updating your records. It starts by identifying the type of event (row updated, field created, or field updated) to determine the correct action. Then, it intelligently retrieves relevant field descriptions and prompts a Language Model (LLM) to extract specific data from PDF files. The workflow can also identify missing fields in your existing data and use the LLM to populate them, ensuring data accuracy and completeness. This powerful automation significantly reduces manual effort in data entry and validation.
Key Features
- Intelligent Event Routing: Dynamically handles different data update events (row updated, field created, field updated).
- AI-Powered Data Extraction: Utilizes LLMs to extract precise information from PDF documents based on field descriptions.
- Automated Field Population: Identifies and fills in missing data points in your records.
- Flexible Input Handling: Processes file URLs to extract content from digital documents.
- Streamlined Data Management: Reduces manual data entry and validation effort.
How To Use
- Configure Event Trigger: Set up your initial trigger node to capture incoming data, such as new file uploads or API calls, and ensure the
$json.event_typeis correctly passed. - Define Fields: Use the 'Get Prompt Fields' node to define the
id,name,type, anddescriptionof the fields you want to extract or update. - Process Row Data: The 'Row Reference' node acts as a placeholder for your existing row data that needs to be updated.
- Batch Processing: If processing multiple items, use the 'Loop Over Items' node to iterate through each.
- Fetch Document Content: Use the 'Get File Data' node with the file URL to retrieve the document content.
- Extract Information: Employ the 'Extract from File' node for PDF processing, followed by the 'Generate Field Value' node which uses an LLM to extract data based on the provided text and field descriptions.
- Identify Missing Fields: The 'Fields to Update' node, referencing 'Row Ref' and 'Get Prompt Fields', will determine which fields are missing in your existing data.
- Generate Updated Values: For missing fields, the 'Get File Data1', 'Extract from File1', and 'Generate Field Value' nodes (in the second branch of the workflow) will fetch the document and extract the necessary information.
- Set Final Results: The 'Get Result' and 'Get Result1' nodes are used to format the extracted data, mapping it to the correct field names and ensuring the record ID is included before it's sent to your destination.
Apps Used
Workflow JSON
{
"id": "57ce757f-3631-48fa-9a24-c38cb7ba12cd",
"name": "Automate Data Extraction and Updates from Documents",
"nodes": 27,
"category": "Operations",
"status": "active",
"version": "1.0.0"
}Note: This is a sample preview. The full workflow JSON contains node configurations, credentials placeholders, and execution logic.
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ID: 57ce757f-3631...
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