ExtractFoxWorkflow
Every workflow post on the ExtractFox blog.
How to extract data from an annual report
Four practical methods to pull financials, tables, and metrics from annual report and 10-K PDFs — from copy-paste to Python to AI-powered extraction.
How to extract data from a contract PDF
How to pull parties, dates, key clauses, and obligations from contract PDFs — Python, regex, CLM tools, and AI extraction for due diligence.
How to extract data from a receipt photo or PDF (3 methods)
Compare OCR apps, Python (easyocr, pytesseract), and AI to pull merchant, line items, tax, and totals from receipt photos — including crumpled thermal receipts.
How to extract data from a bank statement PDF (4 methods)
Compare copy-paste, Tabula, Camelot, pdfplumber, and AI to pull transactions and balances from bank statement PDFs — digital or scanned, any bank layout.
How to extract data from a purchase order PDF (3 methods)
Compare ERP export, Camelot/pdfplumber, and AI to pull PO number, buyer, supplier, line items, and delivery terms from any ERP-generated PO layout.
How to extract data from an ID document (3 methods)
Compare Tesseract OCR, MRZ parsing (TD1/TD2), and AI to pull identity fields from driver's licenses, national IDs, and residence permits — any country.
How to extract data from an invoice PDF or image (4 methods)
Compare copy-paste, Python (pdfplumber, invoice2data), template parsers, and AI to pull vendor, line items, tax, and totals from any invoice — digital PDF, scan, or photo.
How to extract data from an insurance policy PDF
Pull coverage limits, premiums, exclusions, and policy dates from any insurance policy PDF — declarations pages, endorsements, and full policies from any carrier.
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 an organization chart from Microsoft Teams
Export a Microsoft Teams organization chart to Excel or CSV with Microsoft Graph, Entra PowerShell, or screenshots when you do not have admin access.
Extract questions and responses from Google Forms (API, Sheets, Apps Script)
Export Google Forms responses to Excel/CSV, dump the full question schema as JSON via the Forms API, and automate with Apps Script or Python — including forms you don't own.