AI productivity tricks
Convert Unstructured PDF Reports into Clean Excel Sheets with AI
Stop manually retyping data from invoice and bank statement PDFs into Excel.
Tools Used:ChatGPTExcel
Execution Steps
1
Take a screenshot or upload the PDF document into ChatGPT Plus or Claude 3.5 Sonnet.
2
Prompt: "Extract all financial rows, dates, and amounts from this document. Format as a clean CSV table with proper columns for Date, Description, Amount, Category."
3
Copy the markdown table and paste directly into Microsoft Excel or Google Sheets.
4
Verify totals with a `=SUM()` formula.