For ManualTrigger Automate, effortlessly convert bank statements into markdown format, extracting key deposit data with precision. This workflow integrates advanced vision language models to handle both scanned and digital PDFs, ensuring accurate data capture while maintaining document integrity. Ideal for streamlining financial analysis and reporting, it enhances efficiency and accuracy in data processing.
- Banking Professionals: Individuals working in finance who need to analyze bank statements efficiently.
- Data Analysts: Professionals who require a streamlined method to extract and analyze data from documents.
- Developers: Those looking to integrate document processing workflows into applications.
- Small Business Owners: Entrepreneurs who manage their own finances and seek to automate data extraction from bank statements.
- Students: Learners studying finance or data science who need practical examples of document processing.
This workflow automates the tedious process of extracting and analyzing data from bank statements, transforming them from PDFs to markdown format. It effectively handles both downloaded and scanned PDFs, ensuring that critical data such as deposits and withdrawals are accurately captured and formatted for easy analysis. By leveraging Vision Language Models (VLMs), it provides a solution where traditional OCR methods may fail.
1. Manual Trigger: The workflow starts when the user clicks 'Test workflow'.
2. Get Bank Statement: Downloads the specified bank statement from Google Drive.
3. Split PDF into Images: Converts the PDF into separate images for each page using a web service.
4. Extract Zip File: Unzips the downloaded images to prepare for processing.
5. Images To List: Converts the images into a list format for easier handling.
6. Sort Pages: Organizes the images based on their filenames.
7. Resize Images For AI: Resizes the images to optimize them for processing by the AI model.
8. Transcribe to Markdown: Uses a Google Gemini Chat Model to transcribe the images into markdown format, ensuring all text and tables are accurately captured.
9. Combine All Pages: Merges the markdown outputs from all pages into a single document.
10. Extract All Deposit Table Rows: Analyzes the combined markdown to extract specific data related to deposits, returning structured results.
- Change File Source: Modify the Get Bank Statement node to pull from a different source (e.g., a different Google Drive file or a webhook).
- Adjust Image Processing Settings: In the Resize Images For AI node, change the dimensions to suit your needs, or switch to a different image processing method if required.
- Modify AI Model Parameters: Update the parameters in the Google Gemini Chat Model nodes to fine-tune the transcription and extraction processes based on your specific requirements.
- Add More Processing Steps: Incorporate additional nodes for further data analysis or visualization after extracting the data.
- Implement Error Handling: Add error handling nodes to manage potential issues during the workflow execution, ensuring robustness.