PDF Processing Workflows and Best Practices
Common workflows, error handling patterns, performance tips, and best practices for PDF processing.
Common workflows
Workflow 1: Process form submissions
# 1. Analyse form structure
python scripts/analyze_form.py template.pdf --output schema.json
# 2. Validate submission data
python scripts/validate_form.py submission.json schema.json
# 3. Fill form
python scripts/fill_form.py template.pdf submission.json completed.pdf
# 4. Validate output
python scripts/validate_pdf.py completed.pdf
Workflow 2: Extract data from reports
# 1. Extract tables
python scripts/extract_tables.py monthly_report.pdf --output data.csv
# 2. Extract text for analysis
python scripts/extract_text.py monthly_report.pdf --output report.txt
Workflow 3: Batch processing
import glob
from pathlib import Path
import subprocess
# Process all PDFs in directory
for pdf_file in glob.glob("invoices/*.pdf"):
output_file = Path("processed") / Path(pdf_file).name
result = subprocess.run([
"python", "scripts/extract_text.py",
pdf_file,
"--output", str(output_file)
], capture_output=True)
if result.returncode == 0:
print(f"Processed: {pdf_file}")
else:
print(f"Failed: {pdf_file} - {result.stderr}")
Error handling
All scripts follow consistent error patterns:
# Exit codes
# 0 - Success
# 1 - File not found
# 2 - Invalid input
# 3 - Processing error
# 4 - Validation error
# Example usage in automation
result = subprocess.run(["python", "scripts/fill_form.py", ...])
if result.returncode == 0:
print("Success")
elif result.returncode == 4:
print("Validation failed - check input data")
else:
print(f"Error occurred: {result.returncode}")
Performance tips
- Use batch processing for multiple PDFs
- Enable multiprocessing with
--parallelflag (where supported) - Cache extracted data to avoid re-processing
- Validate inputs early to fail fast
- Use streaming for large PDFs (>50MB)
Best practices
- Always validate inputs before processing
- Use try-except in custom scripts
- Log all operations for debugging
- Test with sample PDFs before production
- Set timeouts for long-running operations
- Check exit codes in automation
- Back up originals before modification