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.
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.
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.
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.