ExtractFoxWorkflow
Every workflow post on the ExtractFox blog.
How to bulk-clean LinkedIn 'Location' fields into city/country pairs
Recruiters and sales ops teams inherit LinkedIn exports full of "Greater London," "Bay Area," and "remote." A practical workflow to turn those into a clean city/country/region columns — at any scale.
How to extract a chart of accounts from QuickBooks
Three reliable ways to get your full chart of accounts out of QuickBooks Online or Desktop — built-in export, IIF, and the API route — plus how to clean it up before re-importing somewhere else.
How to extract data from a website to Excel automatically
Power Query, Make/Zapier, and a no-code AI route — three ways to set up an automated pipeline from a website to an Excel file that updates on its own.
How to extract key information from emails
Sender, dates, attachments, action items, deal numbers — emails are unstructured text wrapping structured data. Here's how to pull the structure out reliably for CRM, support, or finance workflows.
How to extract a Gantt chart from MS Project
Get a Project file's tasks and timeline out into Excel, image, or a presentation-friendly format — without buying a copy of MS Project if you don't already have one.
How to extract an organization chart from Microsoft Teams
Teams shows you reporting lines but doesn't give you a clean export. Here's how to get the org structure out via Microsoft Graph, the People app, or as a fallback, from screenshots.
Slack's auto-extract links setting (and what it actually does)
Slack quietly fetches link previews for every URL pasted in a channel. Here's how the setting works, why teams turn it off, and how to control it per-channel or per-message.
How to extract a chart of accounts from SAP
SAP exposes the chart of accounts through a few transactions and a few APIs — here's the practical map for finance teams who need a clean export, not a consultant's project.
Closing the month without re-keying invoices
A practical workflow for accountants and bookkeepers: take a folder of supplier PDFs, get a clean Excel sheet, and reconcile in one sitting.
Extract questions and responses from Google Forms
How to extract Google Forms questions, options, settings, and responses with Sheets export, the Google Forms API, Apps Script, or a screenshot fallback.
How to extract data and metadata from PDFs with Power Automate
The built-in actions for PDF text extraction, the AI Builder model for invoices and receipts, and how to wire either one into a flow that drops structured data into Excel or Dataverse.