## Overview
This flow automates the extraction and organization of investment property data, enabling property managers and investors to efficiently track project details without manual data entry.

## Purpose and Benefits
This flow helps real estate professionals automatically extract key information from PDFs stored in Google Drive and organize it into Airtable, streamlining project management and improving data accuracy.

## When to Use
Typically triggered when new PDF documents related to investment properties are added or updated in a designated Google Drive folder.

## Integrations Used
- **Google Drive**: Retrieves PDFs containing investment property project data.
- **Airtable**: Stores and organizes extracted data for easy tracking and management.

## Output
The flow extracts relevant project details from Google Drive PDFs and populates them into an Airtable base, providing a centralized and structured overview of investment property projects.

Set the Google Drive integration to point to the specific folder where your investment property PDFs are stored.

Configure Google Drive PDF Source Folder

Create or select an Airtable base and table to store the extracted project data.

Set Up Airtable Base and Table

Define the mapping between the extracted data fields from PDFs and the corresponding Airtable columns to ensure correct data placement.

Map PDF Data Fields to Airtable Columns

Analyze project data from Google Drive, extracting insights for real estate investment tracking and reporting.

Investment Property Data Extractor and Airtable Organizer

The names of the files read from Google Drive. These file names can be passed to nodes that accept File type.

Files

Suggested Date

Performed By

Activity Type

Hours

Phase

Description

Stakeholders

Date Processed

Supporting Links

{response__NODE_ID__:iyQfJtPAqecETpq85Qtzyb}


Extract the date YYYY-MM-DD that is after sugguested_date 

The activity type listed after activity_type (

Can only be one of these options and has to match exactly: 
Document Preparation
Administration
Billing
Travel
Virtual Meetings
Project Management
Research
Meeting Agents
Communicating with Contractors
Meeting Subcontractors at Properties

Extract the project phase value listed after phase

Has to be one of these options and matches exactly:

Purchase Property
Investigation for the Mold
Remediation
Repairs/Rebuild
Case Investigation
Tenant Occupancy
Build The Team.

Extract supporting links, if any, if not, leave blank

Source

Keywords

Link to GDrive

File Name

Folder ID

{Files__NODE_ID__:soC9r2BXN9YuA1KvZGxghk}

Extract the name from the pdf after the / (for example: 000317 - Re_ Approved estimate for 10 wilder.eml.pdf)

Investment Property Data Extractor and Airtable Organizer

Overview

Purpose and Benefits

When to Use

Integrations Used

Output

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