← All templates

Extract

Extract insights from a PDF

The insight in a PDF usually sits inside a table or a clause. This template lifts both out — labelled values, tables with their headers, and a written read on what the numbers show.

What gets extracted

  • Headline figures and totals
  • Multi-page tables with columns preserved
  • Trends and notable changes
  • Assumptions and footnotes
  • Structured JSON for imports

How it works

  1. 1Upload the report, statement or study.
  2. 2Check the key values and the tables view.
  3. 3Export as CSV for spreadsheets or JSON for your systems.

Who it's for: Analysts and controllers who need the numbers, not the prose.

Questions

Do multi-page tables stay together?

Yes — tables that continue across pages are reassembled with their headers.

Can I trace a figure back?

Every export carries the document ID and a timestamp.

Other templates