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Document pipeline

Receive PDFs through a public form, extract their tables, normalize the data and store clean records in a database — with an S3 archive.

Invoices, statements, reports: documents arrive messy, data should land clean. This pipeline does the boring part.

Data nodes in the catalog

The pattern

Form Input (file upload) → PDF Extractor → Pandas Processor → Database
                        └→ S3 Storage (original archive)

Step by step

  1. Form Input (Public Interfaces) — a file field accepting PDFs; whoever needs to submit documents gets the public link.
  2. PDF Extractor (Data) — pulls the tables out of the PDF into structured rows.
  3. Pandas Processor (Data) — normalize: rename columns, fix types, drop empty rows, compute derived fields.
  4. Database (Data) — insert the clean records into your MongoDB collection.
  5. S3 Storage (Data) — parallel branch: archive the original file for audit.

Variations

  • Add an LLM Agent after extraction to classify the document type or flag anomalies before saving.
  • Batch mode: a Loop node processes multi-file submissions one by one.
  • Close the loop with a Data Table public view so the team browses processed records.

Genius prompt: "Create a document pipeline: public form with PDF upload, extract tables, clean with pandas, save to database and archive the original in S3."

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