6 Document handling

 

This chapter covers

  • Summarizing lengthy documents quickly and accurately
  • Converting between different file formats with ease
  • Extracting text from images and scanned documents
  • Managing document metadata and organization

IT workers deal with numerous documents every day. Technical manuals, project reports, system logs, and support tickets quickly add up, and their various file formats can make document management challenging.

In this chapter, we’ll show how AI can improve your document workflow, even with just a basic chatbot. You’ll learn how to prepare documents for AI processing and get better results. We’ll cover practical techniques you can use right away, like summarizing long documents, converting file formats, and extracting text from images.

6.1 Best practices for document handling with AI

Before feeding any documents into AI tools, check your company’s security policies. AI services process data on external servers, so avoid sharing confidential or sensitive information unless you’re using a secure, approved platform.

When working with documents and AI, keep these key points in mind:

6.1.1 Text extraction methods

6.1.2 Structuring and refining outputs

6.2 Ethics in AI document handling

6.3 Document summarization

6.4 Format conversion

6.5 Text extraction from images

6.6 Document comparison

6.7 Document classification and tagging

6.8 Document anonymization

6.9 Language translation

6.10 Prompts used in this chapter

Summary