Upload pdf and automatically create a record with extracted data

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1

Hi everyone - I am looking to build an app which supports this flow:

  • Start by uploading a quote pdf
  • AI extracts key info (client name, amount, date, contact info)
  • User reviews/edits extracted data
  • Saves to database as quote record

With multiple steps you might be able to create a record, upload file, extract and populate fields but I was looking for more of a user friendly experience where you save clicks.

Thanks in advance!

2

After the upload of the file, you can have a button for users to “Extract Info” and that step will populate some editable columns in your table. Then a button to add those to a new row (your “quote record”).

Not the ideal way, ideal way would have the fields automatically be extracted, but you can’t tie an action to the file picker at the moment.

3

Thanks. What I did in the end is:

  • Add file in Add form
  • Submit
  • Immediately navigate to Details Overlay with a button to extract from file

Pretty much 1 additional step but does the trick.

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4

I think in the on-submit action of that form, you can extract there. One less click for the user.

5

Though you might want to add a hint on the screen that the extraction is being run in the background.