Extract key information from Google Drive files via ComPDF AI and save it as form data
Extract key information from Google Drive files via ComPDF AI and save it as form data
Apps used in template
About
Automatically retrieve files from Google Drive, process them with ComPDF AI to extract key information from unstructured content, and convert the results into structured form data. The completed form is then saved back to your Google Drive workspace for easy review, automation, or downstream processing.
This template is ideal for workflows that need to turn reports, PDFs, or text-heavy documents into actionable data — without manual copy-paste or form filling.
Before you start:
Make sure your Google Drive and ComPDF AI connections are set up.
Prepare a valid Google Drive file ID.
If your form requires specific fields (e.g., “Customer Name”, “Date”, “Total Amount”), define them in advance so extraction results map correctly.
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Create your own workflow
Create custom workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Extract key fields and table information from documents. Supported file formats: PDF, JPG, JPEG, PNG. Supported downloadable result types: JSON, TXT, Excel, CSV.
Creates a new conditional format rule at the given index. All subsequent rules' indexes are incremented.
Appends a new row to the bottom of the table.
Adds a new sheet.
Appends multiple rows to the bottom of the table.
Updates multiple rows.
Clears a specified range of values from a spreadsheet.
Clears a specific cell.
Clears values from a specific row.
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