Extracting Data from PDFs for Use in Clay: Seeking Solutions

·Aug 28, 2025 12:27 PM·

Hey Clay Support, I need to extract a specific value from annual account PDFs. I’ve tried using several AI models (OpenAI + Claygent) but they clearly aren’t meant to read raw PDFs directly. Has anyone here run into a similar problem and found a good (preferably free) way to transform PDFs into text or JSON so the data can then be extracted in Clay?

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4 comments

· Sorted by Oldest

Noah
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Amit K. https://app.clay.com/workspaces/314705/workbooks/wb_0t1p0jyGPQ9ApXgVDZN/tables/t_0t1p0jyu8TqHAJA4XMF/views/gv_0t1p0jyvH62sW7qHZFj
Noah
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Right now i'm trying to convert the pdf's to xlsx files and then extracting but this is not optimal either. So if you have a solution that works in Clay i'm still interested yes
Amit K.
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Hey Noah, a workaround you can try is using document context. This allows you to use the chatGPT integration specifically reading those PDFs. Hope this helps!
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Noah
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Thanks for the tip, Amit! I'll definitely try this out. For now, everything is working smoothly with the n8n setup.

Noah
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Amit K. https://app.clay.com/workspaces/314705/workbooks/wb_0t1p0jyGPQ9ApXgVDZN/tables/t_0t1p0jyu8TqHAJA4XMF/views/gv_0t1p0jyvH62sW7qHZFj
Noah
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Right now i'm trying to convert the pdf's to xlsx files and then extracting but this is not optimal either. So if you have a solution that works in Clay i'm still interested yes
Amit K.
·
·
Hey Noah, a workaround you can try is using document context. This allows you to use the chatGPT integration specifically reading those PDFs. Hope this helps!
Loading attachments
Noah
·
·
Thanks for the tip, Amit! I'll definitely try this out. For now, everything is working smoothly with the n8n setup.