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📊 Document Insights Generator

A powerful web app that lets users upload documents (PDFs, CSVs, Excels) and automatically extract actionable insights based on custom KPIs using Claude AI.


🚀 Features

  • ✅ Upload multiple documents (.pdf, .csv, .xls, .xlsx)
  • ✅ Add unlimited custom KPIs (Key Performance Indicators)
  • ✅ Automatically extract content from:
    • PDFs using PyPDF2
    • CSV/Excel using pandas
  • ✅ Claude AI-powered insight generation per KPI
  • ✅ User-friendly frontend to view document-wise insights
  • ✅ FastAPI backend with Claude integration

🧠 How It Works

  1. User uploads documents via the frontend.
  2. User enters KPIs like "Revenue", "Profit", "Expenses", etc.
  3. Backend processes each document:
    • PDFs → text extracted using PyPDF2
    • Excel/CSV → relevant data filtered using pandas
  4. Claude AI analyzes the extracted content and generates a short insight per KPI.
  5. Results are returned and rendered in a dynamic table on the frontend.

🖥 Tech Stack

Layer Tech
Frontend HTML, JavaScript
Backend FastAPI (Python)
AI Engine Claude AI (anthropic)
Parsing PyPDF2, pandas
Hosting Hetzner

🔧 Setup Instructions

1. Clone the Repo

git clone https://github.com/Coolcoder009/Document-Insights-backend.git
cd Document-Insights-backend

2. Starting the app

uvicorn main:app --reload

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