Convert PDF to Excel automatically with AI
Swiftask partners with PDF.co to automate data extraction from your documents. Convert your PDFs into actionable Excel spreadsheets, with no manual entry.
Result:
Eliminate typing errors and save hours of administrative work every week.
AI Agents
pdf.co
Connector pdf.co · Secure OAuth 2.0
Manual PDF data entry slows down your operations
Managing invoices, financial reports, or forms in PDF format is a logistics nightmare. Manually copying and pasting this data into Excel is a repetitive, error-prone task that takes up precious time for your teams.
Main negative impacts:
Costly input errors
Manually transcribing numbers and data inevitably leads to human error, impacting your analysis and accounting.
Operational time loss
Your skilled staff spends their time handling data instead of analyzing results or driving strategy.
Document bottlenecks
The accumulation of unprocessed PDF files creates delays in processing orders, payments, or performance reports.
Swiftask, combined with the power of PDF.co, automates the reading and extraction of your documents. Data is extracted and structured directly into Excel without any human intervention.
BEFORE / AFTER
What changes with Swiftask
Without Swiftask + PDF.co
An employee receives dozens of PDF invoices by email. They have to open them one by one, copy amounts and dates, and paste them into an Excel spreadsheet. If a field is missing, they have to re-process the document. It's a slow and tedious process.
With Swiftask + PDF.co
As soon as a PDF arrives in your folder or email, Swiftask triggers the PDF.co action. The document is analyzed, data is extracted with precision and automatically inserted into your Excel file. You only need to review the results.
Automate your conversions in 4 easy steps
1
STEP 1 : Configure the trigger in Swiftask
Define the source of your PDFs (email, cloud storage, form) that will automatically launch the conversion workflow.
2
STEP 2 : Integrate the PDF.co connector
Connect your PDF.co account to Swiftask to benefit from their advanced data extraction and conversion tools.
3
STEP 3 : Define data mapping
Indicate the specific fields to extract from your PDFs to match them with the columns of your destination Excel file.
4
STEP 4 : Launch the automation
Activate the workflow. Every new PDF will be processed instantly, filling your Excel files without any manual action.
Advanced extraction capabilities
The AI analyzes the visual and textual structure of your documents, even the most complex ones, to identify tables and key data points.
- Target connector: The agent performs the right actions in pdf.co based on event context.
- Automated actions: Precise PDF to Excel (.xlsx) conversion. Complex table extraction. Multi-page document handling. Automated data cleaning and formatting. Direct export to Google Sheets or Office 365.
- Native governance: Extraction precision is monitored in Swiftask, allowing you to correct rules if your document layouts change.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-pdf.co@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Immediate productivity gains
Guaranteed data accuracy
AI eliminates human input errors, ensuring the integrity of your financial and operational data.
Large-scale processing
Process hundreds of documents in minutes, where it used to take hours for a human team.
Resource optimization
Free your staff from data entry tasks for higher-value analytical work.
24/7 availability
Your documents are processed instantly upon receipt, regardless of the time or day.
Effortless scalability
Add new document types to your workflow without needing to hire or train more staff.
Confidential data security
Swiftask applies enterprise-grade security standards for your pdf.co automations.
- Document encryption: Your PDFs are processed in a secure, encrypted environment throughout the conversion phase.
- Strict compliance: The tools used adhere to B2B data protection standards to ensure the confidentiality of your information.
- Access management: Control who in your organization can access automation workflows and generated files.
- Secure deletion: Processed data is not stored unnecessarily, ensuring compliance with your internal retention policies.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your key metrics
| Metric | Before | After |
|---|---|---|
| Processing time | 5-10 minutes per document | Under 10 seconds |
| Error rate | 3 to 5% (human) | Close to 0% (AI) |
| Volume processed | Limited to manual entry | Unlimited and instant |
| Operational cost | High (labor-intensive) | Drastically reduced |
Take action with pdf.co
Eliminate typing errors and save hours of administrative work every week.