Upload and Analyze Data in PDFs with AI

PDFs often contain useful information, but they can be difficult to search, summarize, and convert into structured data. In this lesson, you will learn a practical workflow for uploading a PDF into an AI tool, asking grounded questions about the file, extracting specific fields into a table, and preparing that table for spreadsheet use.

What you'll learn: 

  • Choose a safe, appropriate PDF for AI-assisted analysis
  • Confirm what the AI can and cannot read from the uploaded file
  • Ask questions that require answers from the PDF rather than general AI knowledge
  • Define spreadsheet fields before asking for extraction
  • Request clean, spreadsheet-ready rows and columns
  • Verify extracted information against the source PDF before reuse
Beginners and pros alike will practice a repeatable workflow for checking readability, asking source-grounded questions, defining fields, and verifying the results.
  • 18m of video instruction
  • 1 lesson
Patrick Jones - Course author
Meet YOUR instructor

Faithe Day, Ph.D.

Faithe helps non-technical professionals understand AI without the jargon. Her lessons focus on practical workflows, clear explanations, and building confidence with modern tools at work.