OCR, Extract, Excel & PowerPoint

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Document Operations

Insurance ops, finance ops, RIA back-offices

OCRExcelPowerPointscanning

Operations teams spend hours retyping data from scanned PDFs into Excel.
Quarterly board decks rebuilt manually from the same source numbers every cycle.
Inconsistent formatting across analysts means committee meetings start with apologies.

OCR scanned PDFs (loss runs, statements, paper forms). document-ocr skill · ocr_document

Extract structured fields based on document type (configurable per template). agent reasoning · regex

Normalise into Excel with consistent schemas — one tab per document or one tab consolidated. create_excel

Generate the recurring board / committee deck with charts pre-built. create_pptx

Audit log captures source documents → extracted values → final deliverable. memory · daily log

InsightWorker performs OCR on scanned documents and extracts structured data fields from broker statement PDFs.

Extracted data converted to structured JSON — ready to be normalised into an Excel workbook or rendered into a PowerPoint deck.

"OCR these 40 broker statement PDFs, normalise into one Excel, then build the monthly performance deck."

Deliverables: extracted/<doc_id>.json · consolidated.xlsx · monthly_report.pptx · audit_log.md

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Run this in InsightStudio — no CLI install for the user.

Authors publish the app once with iw app publish; business users open it in the marketplace and click Run. Your worker box does the execution.

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Free trial available — CLI, Desktop, VS Code, and the new --worker mode for InsightStudio. See download for details.

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