Can Lido extract data from Excel files as well as PDFs?

Direct answer

Excel can be part of the workflow as an input file, lookup table, review surface, or export format alongside PDFs. Lido helps structure those spreadsheet and PDF data paths into one repeatable process.

For “Can Lido extract data from Excel files as well as PDFs?”, define the exact fields, rows, review rules, and destination before scaling automation across a larger document batch.

What the workflow should include

The workflow should identify whether Excel is the source, reference data, destination, or approval layer, then map fields and rows accordingly.

For “Can Lido extract data from Excel files as well as PDFs?”, pay special attention to wrong columns, one-row versus multi-row outputs, broken formulas, duplicate rows, and manual cleanup before import; those edge cases usually determine whether the output is usable downstream.

Before scaling “Can Lido extract data from Excel files as well as PDFs?”, test a small set of real files and compare the extracted rows against the originals so the team can tune fields, review rules, and exports before higher-volume automation begins.

How Lido helps

For teams trying to use Lido to extract data from Excel files as well as PDFs, Lido combines AI document extraction with spreadsheet-style review, validation, and automation for teams using spreadsheets as the control layer for document automation.

That lets teams answer “Can Lido extract data from Excel files as well as PDFs?” with a reusable process that can be tested, corrected, and connected to Excel files, Google Sheets, CSV imports, ERPs, or business software.

Example workflow

1. Identify whether Excel is the input, lookup source, review surface, or export destination.
2. Standardize the columns that should be used in the workflow.
3. Combine spreadsheet data with extracted document fields where needed.
4. Export the final approved data in the format the business process expects.