Automated Lead Extraction for a Plaque Company

Project Overview

  • We built an end-to-end automation solution for a plaque company that needed to extract leads from thousands of government-issued PDF documents each week. These documents contained personal details and affiliations of potential customers but manually processing them was extremely time-consuming. Our system now processes all those files in a few hours and delivers thousands of qualified leads weekly complete.

Problem Statement

  • The client’s manual process involved downloading large Excel sheets from government sources. These sheets included links to thousands of PDF documents, each containing names, addresses, and company affiliations—sometimes for multiple individuals. After identifying leads, the team had to manually search for their emails to reach out.
  • Challenges included:
  • 4,000–5,000 documents to process every week
  • Manual extraction of names and addresses from unstructured PDFs
  • Time-consuming email lookup process
  • High third-party costs due to repeated email searches
  • Too complex and resource-heavy for a small team to handle consistently

Solution

  • We created a custom software solution that fully automates the weekly lead generation process from start to finish
  • Key Features:
  • Automatically reads Excel sheets and fetches linked PDFs
  • Extracts person-specific data from each PDF, even if multiple people are listed
  • Uses state-of-the-art OCR and fine-tuned LLMs to ensure accurate extraction
  • Integrates a third-party API to find verified email addresses
  • Tracks all found emails in a built-in database to avoid redundant API calls
  • Converts all extracted information into a ready-to-use lead list

Process / Approach

  • N/A

Technical Workflow

  • Weekly Sheet Upload: User uploads the Excel sheet with document links
  • PDF Retrieval & Processing: All PDFs are downloaded and processed using AI-powered parsing models
  • Data Extraction: Names, addresses, and company affiliations are extracted
  • Email Discovery Email addresses are fetched via third-party services & Results are cached in a database to avoid repeated lookups
  • Lead Generation Output: Cleaned and structured lead list exported in Excel format, ready for outreach

Challenges Faced

  • Documents often had inconsistent formatting and multiple individuals
  • Avoiding repeated API charges for the same email lookups
  • Ensuring high accuracy in extracting structured data from noisy sources
  • Keeping the tool lightweight and easy for a small team to operate weekly

Impact

  • Reduced a full week’s manual work to just a few hours

  • Enabled consistent weekly lead generation from complex government datasets

  • Delivered thousands of qualified leads per run, including contact emails

  • Lowered operational costs by tracking previous lookups

  • Empowered a small team to scale outreach without hiring more staff
Tags
  • Document Automation
  • App Development
  • NLP
Industry
  • E-commerce
  • Data Processing
  • Lead Generation

Table of Contents

  • Project Overview
  • Problem Statement
  • Solution Approach
  • Technical Workflow
  • Challenges Faced
  • Impact