📅 2024-12-23 — Session: PDF Transactions Parsing and Contact Categorization
🕒 15:15–16:30
🏷️ Labels: Pdf Processing, Text Extraction, Contact Categorization, CRM, Automation
📂 Project: CRM
⭐ Priority: MEDIUM
Session Goal
The session aimed to process and analyze PDF transactions and categorize contacts for CRM development.
Key Activities
- PDF Transactions Parsing: Extracted and analyzed transactions from PDF credit card statements, focusing on text extraction, regex development, and multi-file processing.
- Contact Categorization: Organized contacts into categories such as strategic, professional, personal, academic, functional, and conflictive.
Achievements
- Successfully developed regex for text extraction and handled multi-file processing for PDF transactions.
- Completed initial categorization of contacts, detailing their categories, link status, and priority levels.
Pending Tasks
- Further refinement and organization of contact categories.
- Request and process the next batch of 20-25 contacts for categorization.