Introduction to Agentic AI11 of 18 steps (61%)
Now that you have explored the tools for Workflow automation, this tutorial picks up where that exploration left off.

Extract Structured Data from Documents with Claude

Turn long documents into clean JSON, tables, or custom schemas. Claude's long context and instruction-following make it ideal.

Use cases

  • Extract key terms from contracts
  • Turn meeting transcripts into action items with owners and dates
  • Parse resumes into structured profiles
  • Convert unstructured notes into a database-ready format

Step 1: Define your schema

Write the exact structure you want. Example: {"summary": "string", "action_items": [{"task": "string", "owner": "string", "due": "YYYY-MM-DD"}], "decisions": ["string"]}

Step 2: Craft the prompt

"Extract the following from this document. Return valid JSON matching this schema exactly. If a field is missing, use null. Do not add fields not in the schema."

Paste the schema and the document. For very long docs, chunk by section and merge results, or use Claude's 200K context.

Step 3: Validate output

Parse the JSON. Check for required fields. Handle malformed output (retry with "Fix the JSON" or add validation in code).

Step 4: Integrate

Feed the JSON into your DB, CRM, or next workflow step. Use Make, n8n, or Zapier to automate: new doc → Claude extraction → write to Airtable/Notion/Sheets.

Tips

  • Include 1–2 examples in the prompt for complex schemas.
  • For tables, ask for Markdown or CSV if that's easier to parse.
  • Always verify critical extractions (legal, financial) with a human.
In the next step, you will explore the best AI tools for Extract structured data from documents. Browse the options, pick one that fits your workflow, and try it before continuing.

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