Intelligent PDF to Excel: AI-Powered Data Extraction & Structuring Showcase

Unlock the power of AI to transform scanned PDF documents into structured, actionable Excel data. Mediar AI interactively builds and refines your spreadsheets based on natural language commands, automating tedious data entry, classification, formatting, and even task scheduling. See how it works!

See the Automation in Action

Watch our AI agent extract data from a PDF business directory, populate an Excel sheet, add new columns, classify industries, format phone numbers, and schedule calls—all through simple prompts.

Step-by-Step: AI Building an Excel Lead List from a PDF

The video demonstrates a seamless workflow where the Mediar AI agent takes a PDF and, through a series of user prompts, builds a comprehensive Excel spreadsheet:

Initial Setup: A PDF business directory is open alongside a blank Excel sheet. The AI prompt area is ready.
Defining Columns: The user types initial headers: "Company", "Phone", "Location", "Job Title" into Excel.
First Extraction via Prompt: User prompts: "fill out this excel table based on pdf". The AI parses the PDF and populates these columns for multiple entries.
Adding & Classifying - "Industry" Column: Prompt: "Good job, can you also create a new column industry and classify all companies across 4 example industries". The AI adds the column and classifies companies (e.g., "Technology/Engineering", "Business/Finance/Legal").
Data Formatting - Phone Numbers: Observing inconsistencies, user prompts: "great. now can you format phone column to make all numbers consistent 9 digit + extension". The AI standardizes all phone numbers.
More Columns & Scheduling - Status & Call Dates: Final prompt: "Fantastic! Now can you add a status column and create a schedule to call the 5 people a day, starting today". The AI adds "Status" and "Scheduled Call Date" columns, populating the schedule.

This interactive process showcases how Mediar AI can significantly accelerate tasks involving data extraction, structuring, cleaning, and basic workflow generation from documents directly into spreadsheets.

Key Benefits for Your Data Workflow

Automate Tedious Extraction: Eliminate manual copy-pasting from PDFs to Excel.
Intelligent Data Classification: AI understands context to categorize information.
On-the-Fly Formatting: Ensure data consistency with simple commands.
Interactive Refinement: Build and modify your spreadsheets step-by-step with natural language.
Increased Productivity: Transform hours of data work into minutes.
Versatile Application: Ideal for lead list building, report generation, data migration, and more.

Transform Your PDF Data into Excel Insights, Faster.

Experience the future of document processing. Sign up for Mediar AI or contact us to learn more.