Narrative documents

Can AI extract data from long proposal documents with mostly paragraphs?

Direct answer for teams evaluating document automation workflows.

Short answer

Yes. Lido can extract structured fields from long narrative proposal documents by using field definitions, custom instructions, review rules, and validation instead of table-only OCR templates.

Direct answer

Long proposal documents do not need to be laid out like forms or spreadsheets for extraction to work. AI extraction can search across paragraphs, headings, tables, and repeated sections for the fields you define.

The workflow should be tested against real long documents because page count, optional sections, and narrative wording affect how the extracted fields should be reviewed.

What the workflow should include

Define the desired fields as business concepts, not just visual locations: asset description, value, remaining finance, creditor, balance, proposal date, status, or any other case-specific field.

For 50-page or 70-page documents, add rules for missing values, conflicting mentions, repeated sections, and when to send a document to review rather than exporting automatically.

How Lido helps

Lido supports extraction from unstructured and mixed-format documents, then gives teams a reviewable table of results before downstream handoff.

That makes it useful for proposal packets, case bundles, applications, and other documents where the important values are buried in narrative text.

Example workflow

  1. Collect representative long proposal documents, including edge cases.
  2. Define the business fields the reviewer would manually look for.
  3. Run extraction and compare each result to the original document.
  4. Add validation and review rules for optional, repeated, or ambiguous fields.

Built for real document workflows

Need to turn messy documents into clean spreadsheet-ready data?

Lido helps teams extract, review, and automate data from PDFs, forms, invoices, statements, and other recurring document workflows.

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