Summarize PDF Docs & Extract Information with AI & R | Step-By-Step Tutorial

Albert Rapp
17 Mar 202424:46

TLDRThis tutorial demonstrates how to harness R and AI to automate the extraction of information from PDF documents. The process is divided into two main steps: first, using an AI chatbot to generate PDFs with fictitious product reviews, and second, employing another AI to extract specific details such as company names, product names, ratings, and improvement suggestions from these documents programmatically. The video showcases the use of the 'tidy chat models' package in R, which simplifies communication with various AI chat models and emphasizes the ease of switching between different AI vendors and models for diverse tasks. The tutorial also covers creating PDF files and reading their content using the 'pdftools' package, concluding with a practical example of information extraction from PDFs using the 'Anthropic' model.


  • πŸ“„ **Automated PDF Processing**: The video demonstrates how to use R and AI to automate the extraction of information from multiple PDF documents.
  • πŸ€– **AI Chat Integration**: It outlines a two-step process involving the use of an AI chat model like Chat GPT or Myal AI to first generate PDF content and then extract information from it.
  • πŸ’» **Programmatic Approach**: The entire process is done programmatically within the R environment, without manual input into the AI chat interface.
  • πŸ”‘ **API Keys and Authentication**: The use of API keys for authentication with different AI services like Open AI, Myal AI, or Anthropic is discussed, with the tidy chat models package facilitating communication.
  • πŸ“¦ **tidy chat models Package**: This R package is introduced as a unified interface for interacting with various chat models and is available on GitHub.
  • πŸ“ˆ **Parameter Tuning**: The concept of adjusting parameters, such as the 'temperature' for creativity, is introduced when configuring the AI chat model.
  • πŸ“ **Structured vs Unstructured Data**: The video emphasizes the importance of generating unstructured text for the AI to practice extracting specific information without relying on structured headers.
  • πŸ” **Information Extraction**: The method for extracting specific details like company names, product names, ratings, and review comments from unstructured text within PDFs is shown.
  • πŸ”— **Environment Variables**: The use of environment variables to store and access API keys is highlighted for convenience and security.
  • πŸ“‘ **PDF Generation**: The script includes steps to generate PDF files programmatically using R, which will later be used to test the information extraction process.
  • πŸ”§ **Error Handling and API Versions**: The video addresses common issues like unauthorized errors due to incorrect API keys and the need to specify API versions for certain vendors.

Q & A

  • What is the main purpose of the tutorial in the video?

    -The main purpose of the tutorial is to demonstrate how to use R and AI to extract information from multiple PDF documents programmatically.

  • Which programming language and AI tools are used in the tutorial?

    -The tutorial uses the R programming language and AI tools such as chat GPT, myal AI, and anthropic.

  • How does the video guide the user to generate PDF documents for processing?

    -The video guides the user to generate PDF documents by creating a chat with an AI model, setting parameters for creativity, and instructing the AI to write fictitious reviews for products.

  • What is the role of the 'tidy chat models' package in the process?

    -The 'tidy chat models' package is used to interact with various chat models through a unified interface, simplifying the process of communicating with different AI APIs.

  • How does the video handle the extraction of information from PDF files?

    -The video demonstrates the use of the 'PDF tools' package in R to read the content from PDF files and then uses the 'tidy chat models' package to send the text to an AI model for information extraction.

  • What is the significance of setting the 'temperature' parameter when using AI models?

    -The 'temperature' parameter affects the creativity of the AI model. A higher temperature leads to more creative outputs, while a lower temperature makes the AI adhere more closely to the given instructions.

  • How does the video ensure that the AI generates unstructured text for the reviews?

    -The video includes a system message that instructs the AI to write reviews without structured headers, ensuring that the information is embedded within the text for practice in extracting specific information using AI.

  • What is the process for creating a function to automate the generation of product reviews?

    -The process involves creating a function called 'product review' that takes a product name as an argument and uses the previously defined code to generate a review, which is then saved into a new column in a table.

  • How are PDF files generated in the tutorial?

    -PDF files are generated by iterating over a table of product reviews, using the 'walk2' function to create a temporary R Markdown file for each review, and then rendering the file to a PDF using the 'rmarkdown' package.

  • What is the final step in the process of extracting information from PDFs?

    -The final step is to wrap the code into a function called 'extract PDF information' that takes a PDF file name as an argument, iterates over all PDF files, and uses the AI model to extract and return the relevant information.

  • How can the user ensure that the AI model is correctly extracting information from the PDFs?

    -The user can check the extracted information against the original PDF content or the system messages to ensure accuracy. Additionally, the user may need to perform due diligence checks depending on the specific use case.



πŸ€– Automating PDF Information Extraction with AI in R

This paragraph introduces a two-step process for extracting information from PDFs using R and AI. The first step involves using an AI chatbot like Chat GPT or Myal AI to generate PDF documents programmatically from within R. The second step is the automatic extraction of information from these PDFs using another AI chat. The video script details setting up the R environment with necessary API keys and using the 'tidy chat models' package available on GitHub for interfacing with various chat models. The process includes creating a chat object, specifying the AI model, setting parameters for creativity, and crafting system and user messages to instruct the AI on generating fictitious product reviews.


πŸ“ Generating PDFs with AI-Created Content

The speaker explains how to generate PDFs by first creating a chat with a specified vendor and model, then adding system and user messages to guide the AI in creating content. The AI's response is saved and used to create a function that generates multiple product reviews. The script includes details on how to handle the AI's output, save it into a variable, and use it to create a table of reviews. The function 'product review' is iterated over different product ideas to generate a comprehensive set of reviews, which are then formatted into PDF files using R Markdown and the 'rmarkdown' package.


πŸ–¨οΈ Creating PDF Files and Preparing for Information Extraction

The paragraph describes the process of creating PDF files from the generated reviews and setting up the environment for extracting information from them. It details using the 'pdftools' package in R to read content from PDF files and handling multi-page PDFs by combining their text into a single string. The script also outlines creating a new function to generate PDF files and the steps involved in rendering an RMD file to PDF, including setting up a temporary document, filling it with content, and using 'rmarkdown::render' to produce the PDF files.


πŸ” Extracting Information from PDFs Using Different AI Models

This section focuses on extracting information from the created PDF files using AI. It discusses changing the system message and parameters to suit the task and switching between different AI models like OpenAI, Myal AI, and Anthropic. The script details the process of authenticating with the AI service, setting the model parameters, and crafting a system message to guide the AI in extracting specific details from the PDF text. It also highlights the ease of switching between AI vendors and models using the 'tidy chat models' package and the importance of referring to the API documentation for correct parameters.


πŸ“Š Finalizing the Information Extraction and Wrapping Up

The final paragraph wraps up the process by extracting information from multiple PDFs and cleaning the data. It describes creating a function called 'extract PDF information' to iterate over PDF files and use the previously discussed workflow to extract details. The script includes handling errors, cleaning the extracted data by splitting and renaming columns, and removing unnecessary text using the 'mutate' and 'str_remove_all' functions from the 'dplyr' and 'stringr' packages. The paragraph concludes by summarizing the successful demonstration of using AI with the Tidy Chat Models package for PDF information extraction and encourages viewers to explore further resources for learning more about the package and related R technologies.




Artificial Intelligence (AI) refers to the simulation of human intelligence in machines that are programmed to think like humans and mimic their actions. In the context of the video, AI is used to generate and extract information from PDF documents, showcasing its ability to process and understand text data.


PDF stands for Portable Document Format, which is a file format used to present documents in a manner independent of application software, hardware, and operating systems. The video discusses the process of creating PDFs with AI-generated content and subsequently extracting information from these PDFs using another AI model.


R is a programming language and software environment for statistical computing and graphics. It is widely used for data manipulation, statistical analysis, and generating informative plots. In the video, R is utilized to automate the process of interacting with AI models and handling PDF data.

πŸ’‘API keys

API keys are unique identifiers used in software development to authenticate users when accessing an API, or Application Programming Interface. In the script, the presenter mentions using API keys to communicate with AI services like jat GPT, Myster AI, or Anthropic, which are necessary for the R environment to interact with these services.

πŸ’‘tidy chat models package

The tidy chat models package is a unified interface for interacting with different chat models programmatically. It simplifies the process of sending requests and receiving responses from various AI chat models. In the video, this package is used to facilitate communication with AI models within the R programming environment.

πŸ’‘Environment Variables

Environment variables are a set of dynamic values that can influence the way running processes behave on a system. They are used for storing settings or options that can be changed without modifying the program itself. In the context of the video, environment variables are used to store and retrieve API keys for different AI services.

πŸ’‘System Message

In the context of AI chat models, a system message is a type of input that provides instructions or sets the context for the AI's response. In the video, a system message is used to guide the AI to generate a specific type of content, such as a 500-word review for a fictitious product.

πŸ’‘User Message

A user message is an input from the user that prompts the AI to generate a response. In the video, the user message is used to specify the type of review the AI should create, such as a review for a tech toy, which is then used by the AI to generate the content.

πŸ’‘Model Parameters

Model parameters are settings that define the behavior of an AI model. For instance, the temperature parameter mentioned in the video adjusts the creativity level of the AI's responses. A higher temperature leads to more creative but potentially less accurate outputs, while a lower temperature results in more conservative and accurate responses.

πŸ’‘Extract Chat Function

The extract chat function is a part of the tidy chat models package that processes the chat output and returns it in a structured format, such as a table. In the video, this function is used to extract the AI's response from the chat object and to prepare it for further processing or saving into a variable.

πŸ’‘PDF Tools Package

The PDF Tools Package is a set of functions designed to interact with PDF documents, allowing users to read text from PDF files, among other operations. In the video, it is used to read the text content from the generated PDF files so that the AI can extract specific information from the reviews contained within them.


Tutorial on using R and AI to extract information from PDFs in two main steps.

First step involves generating PDFs using AI chatbots like Myal AI or Chat GPT.

Second step is automatic extraction of information from PDFs using AI.

Using environment variables and API keys for authentication with AI services.

Introduction of the 'tidy chat models' package for unified interface with different chat models.

Explanation on setting up a chat with Myal AI using environment variables.

Creating a chat model with specific parameters to generate creative content.

Adding system and user messages to instruct the AI for generating PDF content.

Performing the chat to receive AI-generated responses programmatically.

Extracting and saving the AI's response for further use in PDF creation.

Developing a function to automate the generation of fictitious product reviews.

Using 'map' function to iterate over product ideas and generate reviews.

Creating PDF files from the generated reviews for later information extraction.

Using 'PDF tools' package to read content from PDF files.

Switching between different AI models like Anthropic for information extraction.

Modifying system messages and parameters to suit different AI models and tasks.

Creating a function to automate the extraction of information from multiple PDFs.

Data cleaning and processing the extracted information for analysis.

Demonstration of the ease of switching AI models for various use cases.

Invitation to explore more about 'tidy chat models' package and its applications.

Encouragement to apply the learned techniques in real-world scenarios.