In this video, our user demonstrates how to efficiently extract data from PDFs and transfer it into your CRM or Google Sheets. By using OCR tools like Parseur alongside Latenode’s automation capabilities, invoice processing and data management become effortless.
Process overview:
- Extract data from PDFs using OCR (e.g., Parseur).
- Automatically forward PDF attachments from emails to your workflow.
- Transfer the extracted data into your CRM or Google Sheets.
- Use Latenode’s iterators to dynamically handle multiple table rows.
This workflow is ideal for managing invoices, contracts, and other document-based tasks, saving time and reducing manual effort.
Transform document management with ease—start automating your PDF-to-CRM workflows today with Latenode.