Hi everyone,
I’m working on a workflow where I want to update values in an Excel file from a PDF financial statement. The idea is to combine data extracted from a CSV file and a PDF file, process everything through the Information Extractor, then use AI for matching and finally export the results to a new CSV.
The financial statement PDFs are quite large (around 240 pages, and can vary depending on the company).
Here’s my flow:
-
Google Drive Trigger (fileCreated)
-
Download CSV → Extract from File (CSV)
-
Download PDF → Extract from File (PDF)
-
Merge (combine) → Information Extractor → Code → Convert to File (CSV)
The problem:
-
The Merge node executes successfully (green check), but when I open it, I don’t see any combined output in the “Output” panel.
-
Sometimes the bottom branch (PDF extraction) is not executed at all (see attached screenshot).
Has anyone run into this before?
Someone can please explain me what i am missing ?
Thank you
CSV file headlines :
| Index | Company | Year | Quarter | Place | Place2 | To fill | Segment | Sub_Segment | Variable | Value |
|---|---|---|---|---|---|---|---|---|---|---|
| 15 | Clal | 2025 | Q1 | מאזן מאוחד | Yes | ראשי | סך הכל | נכסים בלתי מוחשיים ומוניטין | ||
| 20 | Clal | 2025 | Q1 | מאזן מאוחד | Yes | ראשי | סך הכל | סה’'כ נכסים | ||
| 113 | Clal | 2025 | Q1 | רווח והפסד ורווח כולל מאוחד | Yes | ראשי | סך הכל | סך הכל הרווח (הפסד) הכולל לתקופה המיוחס לבעלי המניות של החברה | ||
| 114 | Clal | 2025 | Q1 | רווח והפסד ורווח כולל מאוחד | Yes | ראשי | סך הכל | סך הכל הרווח (הפסד) הכולל לתקופה המיוחס לזכויות שאינן מקנות שליטה |
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