The Research Like a Pro Genealogy Podcast cover image

The Research Like a Pro Genealogy Podcast

RLP 340: Using AI to Analyze Tax Data

Jan 13, 2025
Dive into the intriguing world of AI applied to genealogy as experts unveil how they extract insights from tax records. Discover the process of exporting data into CSV files and utilizing AI tools like Claude for efficient analysis. Hear fascinating case studies on Jefferson and Henderson Weatherford, showcasing the profound connections revealed through tax data. The podcast emphasizes the balance between technology and human input, detailing how AI enhances research efforts while still requiring careful oversight to unravel family histories.
31:09

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Quick takeaways

  • AI tools, like Claude, can streamline the analysis of complex tax records by structuring large datasets into accessible formats.
  • Integrating AI into report writing allows genealogists to efficiently synthesize data into clear narratives while maintaining oversight for accuracy.

Deep dives

Utilizing AI for Tax Data Management

AI can greatly assist genealogists in managing and analyzing large datasets such as tax records. For instance, after extracting 126 rows of data from tax lists, the speaker found it overwhelming but was able to use AI tools like Claude to structure the information into an accessible format. By converting the data into a CSV file and uploading it to AI, they managed to generate a clear and organized table for their research report. This process highlighted how AI can effectively simplify the analysis of complex data, facilitating better understanding and documentation.

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