Last updated on
Dec 19, 2024
Generate anything — from proposals and reports to contracts and NDAs — with just a few quick prompts. Save time and avoid the hassle of starting from scratch.
Extract Data from Worksheet using an AI-assisted platform with pdfFiller
To extract data from a worksheet using an AI-assisted platform like pdfFiller, users can utilize its advanced PDF functionality to automate data retrieval, enhancing productivity and accuracy in document management.
What is extracting data from a worksheet using an AI-assisted platform?
Extracting data from worksheets refers to the process of retrieving and organizing information from spreadsheets like Excel or Google Sheets using tools that harness artificial intelligence. These platforms analyze the data within worksheets, allowing users to efficiently process and utilize this information for various business or personal needs.
How does extracting data enhance document workflows?
Using AI to extract data streamlines workflows by automating repetitive tasks, reducing the likelihood of human error, and allowing faster access to critical information. This automation frees up employee time, enabling teams to focus on more strategic tasks.
Key features of pdfFiller’s AI tools
pdfFiller offers robust AI capabilities that help users extract data from worksheets conveniently. Some key features include optical character recognition (OCR), data classification, and easy integration with cloud storage services.
-
Optical character recognition (OCR) scans and converts printed text into editable data.
-
Data classification automatically organizes extracted data into relevant categories.
-
Integration with cloud storage allows easy access to files stored on various platforms.
Step-by-step guide: how to extract data from a worksheet using pdfFiller
Follow these steps to efficiently extract data from a worksheet with pdfFiller:
-
Log into your pdfFiller account or create a new one.
-
Upload the worksheet from which you want to extract data.
-
Select the AI data extraction tool from the features menu.
-
Follow the on-screen prompts to configure the extraction settings.
-
Review the extracted data and make any necessary adjustments.
-
Save or export the extracted data in your desired format.
Editing and refining AI-created outputs
Once data is extracted using pdfFiller, users can further refine the outputs for clarity and accuracy. This includes editing text, rearranging information, or applying formatting changes to ensure that the final product meets specific needs.
How to share and distribute documents enhanced by AI
Users can easily share extracted data and enhanced documents directly through pdfFiller. This platform allows sharing via email or by generating secure links for collaboration with teammates or clients.
Typical use-cases and industries applying AI to extract data
Various industries benefit significantly from AI-driven data extraction, including finance, marketing, healthcare, and legal sectors. In finance, for instance, teams utilize AI to analyze financial reports efficiently, while marketers extract data from consumer surveys to inform campaigns.
How does pdfFiller's AI capabilities compare to other solutions?
When comparing pdfFiller's AI-assisted data extraction capabilities to other platforms, several features set it apart, such as superior OCR technology, ease of use, and comprehensive integration options with existing tools. Competitors may lack the same level of flexibility and intuitive design that pdfFiller offers.
Conclusion
Extracting data from worksheets using an AI-assisted platform like pdfFiller significantly enhances productivity and accuracy. By leveraging innovative features and user-friendly design, pdfFiller empowers teams and individuals to manage their documents seamlessly, facilitating better decision-making through data-driven insights.
Try these PDF tools
Edit PDF
Quickly edit and annotate PDFs online.
Start now
Sign
eSign documents from anywhere.
Start now
Request signatures
Send a document for eSignature.
Start now
Share
Instantly send PDFs for review and editing.
Start now
Merge
Combine multiple PDFs into one.
Start now
Rearrange
Rearrange pages in a PDF document.
Start now
Compress
Compress PDFs to reduce their size.
Start now
Convert
Convert PDFs into Word, Excel, JPG, or PPT files and vice versa.
Start now
Create from scratch
Start with a blank page.
Start now
Edit DOC
Edit Word documents.
Start now
Let PDF AI do the heavy lifting
Create documents with AI
Quickly prepare docs for signing
Let AI detect signature fields and assign them to the right recipients. Whether it’s contracts or forms, everything will be ready for signing in seconds.
OCR scanned documents
Use PDF AI for quick text recognition and turn scans into editable documents. Revise paperwork, extract key details, and edit scans without headaches.
Restore scanned documents
Transform your roughest scans into clear, high-quality documents. Retrieve content from faded or low-quality scans to ensure that important information stays accessible.
Summarize content to save time
Why slog through lengthy reports and agreements when you can get a quick summary that highlights the important stuff? Focus on the essentials!
Translate PDFs on the fly
From international sales pitches to contracts and e-books, translate content in any language without leaving your PDF reader.
Ask PDF AI anything
Need to locate a clause in a contract or specific findings in a lengthy research paper? Chat with PDF AI and get instant, relevant answers about documents.
Search smarter and faster
No more wasting time digging for the right doc. Use advanced contextual search to pinpoint the exact document, form, or template in your account, pdfFiller’s library, or on the web.
How to simplify complex processes with AI
1. Access the AI-powered editor
Upload a document or start with a blank canvas in pdfFiller.
2. Chat with AI
Ask the AI assistant to clarify or summarize content, improve your scan, or prepare a document using quick prompts.
3. Done!
Once finished, download, export, share, or send a document for signature.
Who needs this?
Explore how professionals across industries handle PDFs using AI.
Healthcare
Streamline the creation of patient intake forms, consent documents, and medical history questionnaires with AI. Use AI-powered OCR to digitize and restore scanned medical records, making them editable and easy to store.
-
Patient intake forms
-
Medical history questionnaires
-
Consent and release forms
-
Insurance claims
Real Estate
Create property agreements, lease contracts, and disclosure forms with AI to ensure accuracy and professionalism. Let AI detect and assign signature fields to buyers, sellers, and agents, speeding up the signing process and reducing errors in property transactions.
-
Lease agreements
-
Purchase contracts
-
Property disclosure forms
-
Mortgage applications
Legal
Digitize and restore scanned legal documents like affidavits or court filings, making them editable and easy to share. Summarize lengthy contracts or case studies to quickly identify key points, saving time during document reviews.
-
Contracts and agreements
-
Non-disclosure agreements (NDAs)
-
Affidavits
-
Court filings
Education
Generate student enrollment forms, permission slips, and academic reports with AI to reduce administrative workload. Translate educational materials on the fly to support students from different countries and ensure accessibility for everyone.
-
Enrollment forms
-
Permission slips
-
Academic transcripts
-
Research papers
Finance
Digitize and restore scanned receipts, invoices, and bank statements for seamless record-keeping. Summarize complex financial reports to simplify data analysis and focus on important insights and decision-making.
-
Invoices
-
Tax forms
-
Loan agreements
-
Financial statements
Human Resources
Create offer letters, employment contracts, and performance review templates with AI to maintain consistency and professionalism. Let AI detect and assign signature fields to new hires, ensuring a smooth and efficient onboarding process.
-
Offer letters
-
Employment contracts
-
Performance review forms
-
Employee handbooks
More than an AI PDF editor
Complete document management
Create and edit PDFs, collect data and signatures, collaborate, and keep files secure in the cloud. With pdfFiller, you can take care of all your document needs in one place.
Perfect for individuals and teams
Users love pdfFiller because it’s easy to use, versatile, and reasonably priced. For teams, it offers a secure space to collaborate, share, and track documents more efficiently.
Designed with security in mind
pdfFiller ensures compliance with industry standards such as HIPAA, SOC 2 Type II, and PCI DSS by introducing data encryption, signer authentication, and other safeguards.
pdfFiller scores top ratings on review platforms
It would be much more efficient if multiple copies of the same form were filled automatically with the information entered on the original. Completing the documents should be quicker and simpler, no reason one has to play with font size and trying to pin point the location of the mouse to ensure proper destination in the field of entry on the form.
What do you like best?
It is easy to use - quick to navigate, simple to amend pdf documents
What do you dislike?
Sometimes not compatible with the pdf you upload, so when saved it hasn't accurately filled in the right boxes
What problems are you solving with the product? What benefits have you realized?
The ability to quickly amend and update documents that clients sends in a pdf format, and also to change into other formats such as word.
What businesses achieve with pdfFiller
Discover how you can benefit too.
How to extract data from Excel using AI?
How to extract data from Excel Add the Pull from Excel file step to your Flow. Upload your Excel file. Select the specific sheet you want to import. Configure any additional import settings. Preview your data before proceeding.
How to use AI to extract data?
Just Define, Upload, and Extract - it's that simple. Define. Define the fields that you want to extract from your documents. You can do that from our web interface or through our API. Upload. Simply upload the documents that you want to process. Extract. Finally, our AI takes over.
Which AI is best for extracting data?
Rossum is a top AI-powered Intelligent Document Processing (IDP) platform. Rossum makes document processing easier by extracting and validating data from complex business documents, including invoices and insurance forms, without relying on per-supplier templates.Jan 15, 2026
How to use AI with an Excel spreadsheet?
How to use AI in Excel Open an existing Excel spreadsheet stored on OneDrive or SharePoint. From the Home tab, select the Copilot icon to open the chat pane. Choose one of the prompt suggestions or type your own.