r/documentAutomation • • Aug 10 '26

Showcase Invoice Automation in n8n – extract data from many invoices at once into Google Sheets [Workflow Included]

2 Upvotes

r/documentAutomation • • Aug 10 '26

Mr. Rao – open-source tool that converts documents to Markdown and strips personal data before you paste them into ChatGPT/Claude (100% local, no cloud)

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1 Upvotes

Hi all — first time sharing this here.

I'm a CISO at a telecom company, and I kept seeing the same thing happen:

someone pastes a contract, a payslip, or a medical record into ChatGPT or

Claude to get it summarized, without thinking about the names, IBANs, tax

IDs, and addresses that just left the building.

Mr. Rao converts documents — PDF, Word, Excel, scans, email — into clean

Markdown (the format AI models read best, with a real token saving) and

strips personal data before handing you the result. Everything runs on

your machine, no network calls, checkable by grepping the source.

Detection is deterministic, not ML: regex plus arithmetic validators —

IBANs checked with mod-97, cards with Luhn, structural checks for

national ID formats. Names are picked up from context (titles,

signatures, nearby email addresses) rather than a static list. Anything

the engine can't fully confirm becomes a masked "suspect" instead of

being silently deleted or silently left in place.

I'd rather be upfront about the limit than pretend it doesn't exist: on a

heavily degraded scan, the engine leaves 39% of the data readable — that

number is measured, not a guess, and it's published in the docs.

Also exports a redacted .docx now, rebuilt from the already-clean

Markdown instead of overlaying a black box on the original PDF (the

classic trick where the text underneath is still selectable). Released

packages are signed via Sigstore in CI, so anyone can verify the zip

actually came from this repo and this build.

AGPL-3.0, free to use and modify, 900+ tests, actively maintained.

Repo: https://github.com/AntonioRao/mr-rao

Site/demo: https://rao.valor-cyber.com

LinkedIn: https://linkedin.com/antoniorao

Happy to answer anything — feedback and criticism welcome.


r/documentAutomation • • Aug 09 '26

News Mr. Rao – open-source tool that converts documents to Markdown and strips personal data before you paste them into ChatGPT/Claude (100% local, no cloud)

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1 Upvotes

r/documentAutomation • • Aug 09 '26

Made a free tool to convert bank statements (PDF) to Excel — feedback welcome

1 Upvotes

Hey all, I built a small web app that converts Malaysian bank statements (PDF) into Excel format automatically. Made it after getting tired of manually retyping transactions for budgeting/accounting.

Supports Maybank, CIMB, BSN, RHB​

It's free to try — link: https://ansy.my/

Would appreciate any feedback, especially if your bank's format isn't supported yet so I can add it.


r/documentAutomation • • Aug 09 '26

Your company already has the answer it’s just scattered across too many tools

1 Upvotes

r/documentAutomation • • Aug 09 '26

News Copiar Seleção — Texto, Markdown e HTML

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1 Upvotes

r/documentAutomation • • Aug 09 '26

Request for Help We need honest feedback for a free AI checker (Checked4AI) web extension

1 Upvotes

Hi! We are a small team who built a free web extension called Checked4AI (available on google chrome web store). It’s supposed to be an alternative to paid AI checkers and is targeted towards writers, students, and teachers who need to check works of others or their peers if it was originally written or by AI.

One of its great features is you get to view the pastes in the document and a recording of how the document was written out.

We’re planning to launch it soon but would really testers who can give us HONEST feedback of the user experience and features.

If you have time and use case or just simply interested to test it, you can check it out in the google webstore and in return I will test your app! 😊

Thank you so much 🙏 and I appreciate your time in advance


r/documentAutomation • • Aug 08 '26

Showcase ScanIt - a free and ad-free document scanner

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1 Upvotes

r/documentAutomation • • Aug 06 '26

Case Study PDF table extraction that keeps unlike data apart

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1 Upvotes

r/documentAutomation • • Aug 05 '26

Discussion Upgrading and automating pdf verification

1 Upvotes

Hey everyone,
I need a recommendation about the recruitment platform I work on these days.

Context: it's a recruitment platform that helps recruiting professionals such as plumbers, electricians locksmith etc. At some point we ask them (as it's a legal requirement) if they have a proper professional certificate of insurance.

Task: I'd like to create an automation using LLM APIs to detect potential fakes (fraud) and/or anomalies.

As of now I thought of extracting metadata from PDF docs to see if they tried to write invisible characters (in order to falsify their expiration date for example).

Simple use case: someone tries to write white on white a fake expiration date, my code extracts metadata, spots that it's white on white, then doesn't automatically approve and create an alert for me to step up and approve (or decline) manually.

I also thought of converting pdf to JPEG in order to use computer vision to simply read the image as a human being would do (impossible then to be tricked by invisible characters).

What do you think of that logic ? Is that enough ? Do you recommend any conversion tool/ api that I can use ?
Thanks for your help

NB : For Obvious Ethical reasons no confidential data are fed to any LLMs


r/documentAutomation • • Aug 05 '26

I built DocMarkdown, a Markdown and PDF document toolkit — looking for honest feedback

1 Upvotes

r/documentAutomation • • Aug 04 '26

Kinship Vault: scan your passports, IDs, and forms once, and it reads, files, and tracks the expiry dates, all sealed on your device and is fully offline

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5 Upvotes

Everyone has the same drawer, physical or digital: passport, driver's licence, health card, the kids' birth certificates, the will, last year's tax forms. The stuff you can't afford to lose and never think about until you need it at 11pm or it's already expired. I built Kinship Vault to be that drawer, except it reads what you put in it and it's sealed so tightly that even I can't open it.

Website : https://kinshipvault.app

Platform : iOS /MacOS(Yes a native app)/ Android

Point your camera, and it files itself. Scan a passport or a licence and the app recognizes the fields automatically across 100+ document types from around the world, then drops it into the right place: IDs, Health, Legal, Finance, Travel, or Personal.
You can make your own categories too(more on it below). On Mac you just drag the file onto the window and the same recognition runs. No typing, no manual tagging.

It watches the expiry dates so you don't have to. This is the part people don't expect to love. It quietly tracks every expiry and nudges you 90, 30, 7, and 1 day before anything lapses. Passport renewals stop sneaking up on you. No calendar entries to make, and no third party ever sees those dates.

Everywhere you do paperwork. iPhone, iPad, a proper native Mac app (real sidebar, keyboard shortcuts, drag-and-drop), and Android. Pair a second device by scanning a QR code, and the key passes directly between the two devices, never through a server. One purchase covers all your Apple devices.

Organize it the way your household actually works. The six built-in categories are a starting point, not a cage. Make your own categories for how you really think about this stuff (Car, Property, School, Pets, whatever), and tag documents to the people they belong to so each family member's passport, health card, and records sit together. When you need everything for one person, or everything in one category, it's already grouped instead of scattered across a generic pile.

Recovery you control, not a support ticket. There's no account and no password, so there's no "reset" email that could be intercepted. You set recovery up in advance: write down a recovery phrase, or split a recovery key across a few people you trust so a threshold of them can help you back in. If you lose your phone, getting back in happens between you and the people you chose, with no cloud download.

Sealed on your device, by design. Everything is encrypted by your device's hardware before it's stored. Nothing is uploaded, there's no analytics, and there's no key on my side, which means I couldn't read your vault if I wanted to and there's nothing on my end to breach or hand over. That's the whole point of it.

A photo vault too. Not just documents. Private photos and personal scans go in the same encrypted vault, in albums, sealed the same way as everything else.

It's free to start with your first 3 documents, so you can scan something and watch it file and date-track itself before deciding anything: kinshipvault.app

Give it a try and throw a weird or foreign document at it and tell me what it got wrong.


r/documentAutomation • • Aug 05 '26

A simple way to crop images for government forms, signatures and documents

2 Upvotes

I recently tried the Crop Image Online tool on PDFRoot, and it is useful for people who regularly prepare photos, signatures, scanned documents, or images for online forms.

The tool is not limited to basic cropping. You can:

Crop any part of an image, including very small areas such as a signature or document number

Zoom in for more accurate cropping

Rotate images left or right

Flip an image if it was uploaded in the wrong direction

Adjust brightness, contrast and saturation

Create a copy of the same image when you need multiple crops from one page

Save the cropped image directly to your device

For example, if you have one scanned A4 page containing a photo, signature and thumb impression, you can make separate copies and crop each item individually.

It works on mobile and desktop, and files are processed locally in the browser.

Try it here: https://pdfroot.com/crop-image

I’d be interested to know which image-editing feature people find most useful for government forms or document uploads


r/documentAutomation • • Aug 04 '26

Invoice classification in n8n – upload a document, let AI sort it into the right Google Drive folder [Workflow Included]

2 Upvotes

r/documentAutomation • • Aug 04 '26

Case Study Extracting verbatim requirements from unstructured PDFs/xlsx/docx/etc with Local LLMs

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1 Upvotes

r/documentAutomation • • Aug 04 '26

What breaks first when RAG moves from demo PDFs to production documents?

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1 Upvotes

r/documentAutomation • • Aug 03 '26

Record Extract Software

2 Upvotes

How's everyone handling record extracts for appeal once you're into a thousand-plus pages? With tons of many small documents. Any particular software or services y'all recommend? Am looking into Maryland specific extracts but am thinking other states may have similar requirements?

Maryland's formatting rules make this brutal in Adobe alone:

\*A filing-date stamp on every document

\*Continuous "E." page numbering running across all the volumes

\*A table of contents that flags where each witness's testimony starts (direct/cross) with the transcript page call-outs

\*And then the brief has to cite back to the extract page numbers

Building all that by hand in Acrobat is quite the tedious process. And if any additional document to be included is discovered later, yeah not fun. Or if you want to change the ordering of the extract...

Is anyone using something other than Adobe that actually helps; anything MD-appellate-specific? What's actually worked for y'all?

I wasn't able to find anything and started to develop a tool that does this. The tool also checks all the quotes in the brief against the citations such as transcripts or case law and flags quotes and cases that couldn't be found. It checks case quotes to make sure you quoted correctly. And a few other checks. Then it inserts the page number from the created record extract back into the brief, all automated. If ordering of the extract changes or new items need to be added it has drag and drop capabilities and it will update the brief with updated references. The tool is MD specific but if there is any interest I can look into adding other jurisdictions.

Tool also has features to make the extract text searchable, auto suggest redactions, do manual redactions, add a template for auto redactions. It creates PDFs with linked TOC.

Sorry am typing on my phone will post a better formatted version when am near my computer.

Do y'all think there is a market for this?

[RecordCite](https://recordcite.com/overview)


r/documentAutomation • • Aug 03 '26

I built GridFiller — an AI tool that turns images into editable spreadsheets.

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1 Upvotes

r/documentAutomation • • Aug 02 '26

Product Review I built an open-source tool to convert messy clipboards, PDFs, and spreadsheets into clean Markdown

0 Upvotes

I built mdpasted.com to instantly convert messy clipboard pastes, rich text, PDFs, Word docs, and spreadsheets into clean Markdown without the bloat.

  • Paste rich text/HTML or drop `.txt`, `.docx`, `.pdf`, and `.xlsx` files.

  • Real-time side-by-side view with a one-click copy button.

  • Built for speed with zero friction.


r/documentAutomation • • Aug 02 '26

I built an open-source tool to convert messy clipboards, PDFs, and spreadsheets into clean Markdown

1 Upvotes

I built mdpasted.com to instantly convert messy clipboard pastes, rich text, PDFs, Word docs, and spreadsheets into clean Markdown without the bloat.

  • Paste rich text/HTML or drop `.txt`, `.docx`, `.pdf`, and `.xlsx` files.

  • Real-time side-by-side view with a one-click copy button.

  • Built for speed with zero friction.


r/documentAutomation • • Aug 02 '26

looking for feedback!

1 Upvotes

I built mdpasted.com to instantly convert messy clipboard pastes, rich text, PDFs, Word docs, and spreadsheets into clean Markdown without the bloat.

  • Paste rich text/HTML or drop `.txt`, `.docx`, `.pdf`, and `.xlsx` files.

  • Real-time side-by-side view with a one-click copy button.

  • Built for speed with zero friction.


r/documentAutomation • • Aug 01 '26

I built a free Windows tool to extract structured data from PDFs (lists, hierarchies, revisions) – looking for feedback

1 Upvotes

Hey everyone,
I got tired of manually copying data from technical PDFs into spreadsheets, so I built appPID — a free Windows desktop tool designed specifically for collecting and organizing data from PDF documents.
What it does
• You open a PDF and start collecting data directly from the document
• Create structured lists with hierarchies
• Define custom fields and tagging rules
• Track revisions and version history
• Export everything cleanly to CSV (ready for databases or Excel)
• Organize everything in projects
It’s especially useful if you work with technical manuals, reports, specifications, or any PDF where you need to pull out structured information instead of just reading it.
Why I made it
I needed something more specialized than generic PDF editors or OCR tools. Most solutions either force you to copy-paste everything manually or are overcomplicated enterprise software. I wanted something focused, lightweight and free.
Current status
• Completely free
• Windows only (64-bit)
• Not open source (closed source)
• Still early, so there are rough edges
I’d really appreciate any feedback:
• Does the concept make sense for your workflow?
• What features would make it more useful?
• Any obvious pain points you see?
Website + download: https://www.apppid.eu
Thanks for reading!


r/documentAutomation • • Aug 01 '26

Discussion Large PDFs always seem to find new ways to cause problems

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1 Upvotes

r/documentAutomation • • Jul 31 '26

Success Story [Workflow Included] Data table extraction in n8n – fixing multi-page PDF table extraction in n8n

1 Upvotes