Use cases
Questions about automatically processing documents received by email.
Email intake
Lido helps teams extract data from emailed PDF attachments into a spreadsheet automatically by combining AI extraction, review, validation, and clean exports to Sheets, Excel, or review workflows.
Email to Sheets
Lido helps teams automate document extraction from email to Google Sheets by combining AI extraction, review, validation, and clean exports to Sheets, Excel, or review workflows.
Outlook to Excel
Lido helps teams extract attachments from Outlook and send data to Excel by combining AI extraction, review, validation, and clean exports to Sheets, Excel, or review workflows.
Gmail to Sheets
Lido helps teams extract Gmail attachments into Google Sheets automatically by combining AI extraction, review, validation, and clean exports to Sheets, Excel, or review workflows.
Triggers
Lido helps teams trigger document extraction when a new file arrives by combining AI extraction, review, validation, and clean exports to Sheets, Excel, or review workflows.
Email rules
Lido helps teams process every email attachment automatically, or only matching emails by combining AI extraction, review, validation, and clean exports to Sheets, Excel, or review workflows.
File storage
Lido helps teams decide where source documents and extracted results should live by combining intake, extraction, review, and clean exports.
Multi-channel intake
Lido helps teams use one extraction workflow to combine email, shared folder, and API intake by combining AI extraction, review, validation, and clean exports to Sheets, Excel, or review workflows.
Multi-channel intake
Use a multi-channel intake workflow that normalizes files and metadata from email, SFTP, API, and XML before classification, extraction, review, and export.
Inbox automation
Set up rules that forward or route relevant emails into a document automation workflow, then let classification and extraction decide what each attachment needs next.
Background workflow
Connect the intake trigger, extraction steps, review rules, and export destination so the workflow runs automatically and users only enter the tool for exceptions or QA.
Email and attachments
Yes. A document workflow can capture information from the email itself and from attached PDFs, spreadsheets, or images, then combine the results into one reviewable record.
Mixed file types
Use a workflow that normalizes each input type, classifies the document, extracts the right fields, and exports approved data into one consistent schema.