Skip to content
Julius Dela Peña

Selected WorkProject 09Document Automation

AI-Powered PDF-to-Structured Data Automation

Document Automation workflow built in Make.

Watches a Google Drive folder for incoming PDFs, converts each one to text and uses AI to extract structured data, then cleans and parses the JSON, saves the result back to Drive and sends a notification email.

01Context

01Project type
Automation Work
02Tools
  • Make
  • Google Drive
  • AI
  • Gmail
03Stages
04
04Steps
10
Make workflow · Document Automation
Make scenario: Google Drive PDF watch, PDF to text, AI extraction, JSON clean-up and parse, save to Drive, email notification
Open full-size image: Make scenario: Google Drive PDF watch, PDF to text, AI extraction, JSON clean-up and parse, save to Drive, email notification (opens in a new tab)
AI-Powered PDF-to-Structured Data Automation: the full workflow. Select to open the full-size capture.

02Workflow

Step by step.

Every stage below is read straight off the node names in the workflow, in the order they run.

04 stages10 steps

  1. 2 steps

    01Trigger

    1. Monitor incoming PDF files (Google Drive)
    2. Download PDF from Drive
  2. 3 steps

    02Extract

    1. Convert PDF to text
    2. Aggregate extracted text
    3. Extract structured data with AI
  3. 3 steps

    03Structure

    1. Clean AI output
    2. Normalize JSON structure
    3. Parse structured JSON data
  4. Output

    04Deliver

    1. Save processed data to Drive
    2. Send notification email

03My role

What I was responsible for.

  1. Workflow Design
  2. Systems Integration
Tools
  • Make
  • Google Drive
  • AI
  • Gmail

Contact

Have a workflow, dashboard or CRM that needs fixing? Let’s talk.

Available for new projects

Tell me about the operation, the systems involved and where the work gets stuck. A short call is usually enough to see whether I can help.

Book a call (opens in a new tab)Email me