Research
Intermediate
16 min
Extracting structured data from documents at volume
The problem
Ninety supplier invoices as PDFs. You need invoice number, date, GSTIN, taxable value, GST and total, in a spreadsheet, for reconciliation. Typing them takes a day and a half.
The workflow
1Define the schema
2Batch upload
3Extract to table
4Apply rule checks
5Investigate failures
6Sample-check 10%
7Fix and re-check
★Use
What you need
90 supplier invoice PDFs. Need: invoice number, date, supplier name, GSTIN, taxable value, CGST, SGST, IGST, total.
The tool
An assistant with file upload and code mode
The prompt
Subscribers. The full prompt is part of the SMEMinds AI Playbook. See plans.
What comes back
(Table of 90 rows produced.) 1. DIFFERENT LAYOUT — 7 documents.
Verify before you use it
Human review required. Check every line below before this leaves your screen.
- Check all 14 flagged documents manually. That is the workflow — the flags are the deliverable as much as the table.
- Invoice 41's ₹18,000 discrepancy is the classic lakh-format error. Verify it specifically.
- Resolve invoice 22's ambiguous date against the purchase order or the supplier's ledger, not by assumption.
- Sample-check five of the 76 unflagged rows anyway. Rule checks catch arithmetic errors but not a correctly-formatted wrong invoice number.