Extract data from faxes and PDFs into Google Sheets automatically

Upload a fax or PDF and AI reads it, pulls out key fields, and adds the data as a new row in Google Sheets.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig(("user uploads fax or pdf")):::human s0["read document with ai"]:::svc s1["clean and structure data"]:::task s2[("add row to sheet")]:::store trig --> s0 s0 --> s1 s1 --> s2 out[/"structured data added to sheet"/]:::out pay{{"no manual data entry"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
A stepAn outside serviceA personA record or sheetResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Document Processing & OCRSpreadsheet & Database OpsSurvey & FeedbackFile & Cloud Storage
Connects
Google GeminiGoogle DriveGoogle Sheets
Featured in

The problem it solves

You still receive important documents as faxes or PDFs, and someone has to retype every field into a spreadsheet by hand. It is slow, easy to get wrong, and takes staff away from higher-value work.

Who it fits

Healthcare administrators, medical billing teams, legal assistants, and office managers who process paper documents.

How it works

  1. You upload a fax or PDF through a simple web form
  2. AI reads the entire document, including text, tables, and form fields
  3. The extracted information is cleaned and organized into a consistent format
  4. The structured data is added as a new row in your Google Sheet
What you get

Form data ready to confirm before it's final

You upload a fax or PDF and get the key fields pulled out and added as a new row in your spreadsheet.

What you get

A clean, organized Google Sheets row for every document processed.

What you need

A Google account with Drive and Sheets access, and a Google Gemini API key.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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