You will get AI data extraction for spreadsheets and documents


Project details
I will build an AI-assisted data extraction workflow that turns messy spreadsheets, PDFs, invoices, order forms, or business documents into clean structured output.
Unlike basic data entry or one-off scraping, this project focuses on reliable workflow design: defining the fields you need, extracting data with AI where appropriate, validating the output, and delivering results in a usable format such as Excel, CSV, JSON, SQL, or API-ready data.
My background combines Excel/VBA automation, Python, SQL-connected workflows, OpenAI-based extraction, and production AI systems. I can help when your documents are inconsistent, your spreadsheets have irregular layouts, or manual copy/paste work is slowing down your business process.
Depending on the package, deliverables may include a prototype extraction flow, validated structured output, human review steps, and integration guidance for downstream systems.
Unlike basic data entry or one-off scraping, this project focuses on reliable workflow design: defining the fields you need, extracting data with AI where appropriate, validating the output, and delivering results in a usable format such as Excel, CSV, JSON, SQL, or API-ready data.
My background combines Excel/VBA automation, Python, SQL-connected workflows, OpenAI-based extraction, and production AI systems. I can help when your documents are inconsistent, your spreadsheets have irregular layouts, or manual copy/paste work is slowing down your business process.
Depending on the package, deliverables may include a prototype extraction flow, validated structured output, human review steps, and integration guidance for downstream systems.
Data Tool
PythonWhat's included
| Service Tiers |
Starter
$750
|
Standard
$1,500
|
Advanced
$3,500
|
|---|---|---|---|
| Delivery Time | 5 days | 10 days | 15 days |
Number of Pages Mined/Scraped | 25 | 100 | 250 |
Number of Sources Mined/Scraped | 1 | 2 | 3 |
Number of Revisions | 1 | 2 | 3 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$250 - $900
Additional Page Mined/Scraped
(+ 1 Day)
+$10
Additional Source Mined/Scraped
(+ 2 Days)
+$300
Additional Revision
+$150Frequently asked questions
9 reviews
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CL
Chris L.
Jun 3, 2026
Modification of VBA Excel add-in
AB
Aswathy B.
Dec 20, 2016
Financial Excel programming with VBA macros
will was absolutely wonderful. i would definitely consider working with him in the future.
IN
Ike N.
Dec 13, 2016
VBA coding to automate newsletter generation
Will was fantastic. Comes highly recommended.
IN
Ike N.
Nov 1, 2016
VBA coding to automate newsletter generation
Will is a great, knowledgeable guy. He is also an extremely efficient worker. I will be using his services again.
DL
Donald L.
Jul 11, 2016
Excel Dev
Good communication
About William
AI Automation Engineer | LLM Workflows, RAG, Excel, SQL & Python
Wilkes-Barre, United States - 3:20 am local time
My background began in Excel/VBA, SQL, and business process automation, where I built financial models, reporting tools, reconciliation workflows, and data-processing systems for consulting and enterprise clients. I now specialize in AI automation: LLM-powered extraction, Retrieval-Augmented Generation (RAG), structured JSON outputs, API integrations, human-in-the-loop review, and production workflow reliability.
I can help with:
• AI-powered spreadsheet, PDF, invoice, or document extraction
• Excel/VBA automation, modernization, or migration to Python
• LLM workflows that return validated JSON instead of unreliable freeform text
• RAG systems for internal documents, policies, knowledge bases, or operational data
• SQL-connected automation and reporting workflows
• API integrations between AI tools and business systems
• Human review flows for sensitive or high-value outputs
• Guardrails, logging, retries, and validation for AI workflows
Recent work includes building an LLM-based spreadsheet extraction system that compressed complex spreadsheet structures, extracted structured order data, validated JSON responses, supported human correction, and inserted clean results into a SQL-backed order workflow.
I have also built enterprise RAG/chatbot systems using document ingestion, chunking, metadata filtering, and grounded response generation, and supported production AI workflows involving structured outputs, schema validation, retry controls, observability, and cloud-based orchestration.
Earlier Upwork clients hired me for Excel/VBA automation and described my work as high-quality, collaborative, reliable, efficient, and easy to communicate with. I bring that same practical, delivery-focused approach to AI automation projects.
Steps for completing your project
After purchasing the project, send requirements so William can start the project.
Delivery time starts when William receives requirements from you.
William works on your project following the steps below.
Revisions may occur after the delivery date.
Review files and extraction goals
I review your sample documents, required fields, desired output format, and any known edge cases.
Design the extraction workflow
I define the extraction approach, including file handling, AI prompts or parsing logic, validation rules, and output structure.