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25 working flows, 4 task groups

Find the extraction workflow that fits your file

Start with the document you have, the spreadsheet structure you need and the checks your team must make. Each workflow explains its input, output, fit and next step.

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Showing 25 solutions

01

Trade & logistics

12 registered workflows

Air cargo workflow group

Choose from the file in front of you

Six distinct routes cover regular and scanned AWBs, house and master bills, manifests and mixed packets.
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Customs declaration PDF

Customs declarations

A structured Excel register with commodity, quantity, value and currency columns.

Choose it when: Choose this when declaration line items are compressed into multi-line cells or scans.

Customs declaration PDFItem-level Excel register
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AWB PDF

Air waybills

One AWB row plus separate rating lines when charges repeat.

Choose it when: Choose this for a general AWB when you do not need a strict HAWB or MAWB workflow.

AWB PDFAWB ledger
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Stamped AWB scan

Scanned air waybills

Source-linked AWB fields with exceptions ready for manual checking.

Choose it when: Choose this when the PDF has no text layer or the document contains stamps, carbon-copy backgrounds or skew.

Stamped AWB scanSource-linked Excel rows
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Forwarder-issued HAWB

House air waybills

A house-shipment register with each HAWB linked to its MAWB.

Choose it when: Choose this for one or more forwarder-issued house shipments.

Forwarder-issued HAWBHouse shipment register
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Carrier-issued MAWB

Master air waybills

A master-shipment register with carrier and consolidated totals.

Choose it when: Choose this when the document is issued at airline or master-consolidation level.

Carrier-issued MAWBMaster shipment and charge register
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Flight manifest PDF

Air cargo manifests

Flight-level fields and a normalized shipment list in Excel.

Choose it when: Choose this when one flight document contains multiple airway bills.

Flight manifest PDFFlight header and AWB line items
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Mixed AWB, manifest, invoice and packing-list packet

Mixed air-freight document packets

A workbook that separates document types and preserves cross-document references.

Choose it when: Choose this when one upload contains several air-cargo document types.

Mixed AWB, manifest, invoice and packing-list packetClassified, linked workbook
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Commercial invoice PDF or scan

Commercial invoices

Invoice header fields and normalized product rows.

Choose it when: Choose this for trade invoices used in shipping, customs or reconciliation.

Commercial invoice PDF or scanInvoice header and line-item rows
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Bill of lading PDF

Bills of lading

A source-linked shipment and container register.

Choose it when: Choose this for ocean bills of lading with one or more containers or packages.

Bill of lading PDFShipment and container rows
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Packing-list PDF

Packing lists

A package-level or SKU-level Excel register tied to source pages.

Choose it when: Choose this when carton and item details must be reconciled across pages.

Packing-list PDFPackage and SKU register
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Freight, customs, invoice and surcharge documents

Shipping cost analysis

A source-linked charge register, allocation table and exception queue.

Choose it when: Choose this when landed cost is assembled from several freight, customs and invoice documents.

Freight, customs, invoice and surcharge documentsCharge register, allocation and exception queue
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Delivery note, POD or goods receipt PDF

Delivery notes and PODs

Delivery and receipt rows with delivered, received and exception fields.

Choose it when: Choose this for delivery notes, proof-of-delivery files or goods receipts.

Delivery note, POD or goods receipt PDFDelivery, receipt-line and exception registers
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02

Finance & accounting

6 registered workflows

Bank statement PDF or scan

Bank statements

One row per transaction with dates, descriptions, amounts and balances.

Choose it when: Choose this for text or scanned statements that need a transaction register.

Bank statement PDF or scanTransaction ledger
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Loan agreement PDF

Loan agreements

A review register for key loan terms and obligations.

Choose it when: Choose this when finance or legal teams need comparable agreement fields.

Loan agreement PDFTerms and covenant register
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Annual report PDF

Annual reports

Named Excel tables with source-page references.

Choose it when: Choose this when a long report contains a defined set of financial tables.

Annual report PDFSelected financial tables
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Construction cost report

Construction cost reports

A cost-code register ready for project review.

Choose it when: Choose this for multi-page cost reports with repeated headers and subtotal rows.

Construction cost reportCost-code and variance rows
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Receipt PDF or photo

Receipts

A source-linked purchase and line-item register.

Choose it when: Choose this for batches of receipts that need expense review.

Receipt PDF or photoPurchase and line-item register
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Electricity, water or gas bills

Utility bills

A property or account-level utility register.

Choose it when: Choose this for electricity, water or gas bills that need period comparison.

Electricity, water or gas billsAccount and usage register
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03

Procurement & operations

3 registered workflows

Purchase order PDF

Purchase orders

A PO register with supplier, delivery, item, quantity and amount fields.

Choose it when: Choose this when orders must be checked against invoices or receipts.

Purchase order PDFPO header and line-item rows
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Contract or agreement PDF

Contracts

A source-linked contract review register.

Choose it when: Choose this for operational agreements that need consistent review fields.

Contract or agreement PDFTerms, dates and obligations register
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Customer sales-order PDF, scan or attachment

Sales orders

Order headers, order lines and a queue for SKU or price review.

Choose it when: Choose this when customer orders must be entered from PDFs, scans or saved attachments.

Customer sales-order PDF, scan or attachmentOrder headers, lines and review queue
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04

People, insurance & healthcare

4 registered workflows

Resume PDF

Resumes

A reviewable candidate workbook with source references.

Choose it when: Choose this when recruiting teams have authority to structure resume data.

Resume PDFCandidate review register
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Insurance policy PDF

Insurance policies

A policy register that keeps exclusions and source pages available for qualified review.

Choose it when: Choose this for administrative policy comparison, not claim or coverage decisions.

Insurance policy PDFPolicy and coverage register
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Administrative intake form PDF

Medical intake forms

A source-linked administrative intake register.

Choose it when: Choose this only when your team has authority and a defined minimum field set.

Administrative intake form PDFSource-linked intake register
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Authorized claim notice, loss-run or support packet

Insurance claim intake

An administrative claim register, document inventory and human review queue.

Choose it when: Choose this for authorized claim intake and document organization, not coverage or payment decisions.

Authorized claim notice, loss-run or support packetClaim register, document inventory and review queue
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Air cargo workflow finder

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