ICP
Questions from operations and back-office teams.
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.
Drive intake
Lido helps teams automate document extraction from Google Drive or OneDrive into a spreadsheet by combining AI extraction, review, validation, and clean exports to spreadsheets, shared folders, or archives.
Manual data entry
Lido helps teams replace manual document data entry with automation by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or business systems.
Classification
Lido helps teams classify document types before extracting data from them by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or business systems.
LLM limitations
Lido helps teams avoid recurring AI workflow failures by adding stable schemas, review steps, validation, and clean exports around document extraction.
Repeatable workflows
Lido turns one-off AI extraction prompts into repeatable workflows by defining fields, reviewing exceptions, validating data, and exporting clean results.
Human review
Lido adds human review to AI document extraction with review queues, exception handling, approval steps, and export controls.
Forms
Lido helps teams extract fields from intake forms automatically by combining AI extraction, review, validation, and clean exports to spreadsheets, forms, or generated PDFs.
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.
Shared folders
Lido helps teams automate document extraction from a shared drive folder by combining AI extraction, review, validation, and clean exports to spreadsheets, shared folders, or archives.
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.
Batch processing
Lido helps teams process document batches without uploading each file manually by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or business systems.
Human-in-the-loop
Lido helps teams set up a human-in-the-loop document extraction workflow by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or business systems.
ERP validation
Lido helps teams validate AI-extracted data before sending it to an ERP by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or business systems.
Spreadsheet workflows
Lido is a good fit when a spreadsheet should control document extraction, review, validation, formulas, and exports to business systems.
PDF data entry
Lido helps teams automate data entry from PDFs by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or business systems.
Operations teams
Lido helps teams choose a document extraction tool for operations teams by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or business systems.
System integration
Lido helps teams push extracted document data into business software instead of just Excel by combining AI extraction, review, validation, and clean exports to Excel, Sheets, CSVs, or systems.
Automation priority
Lido helps teams decide which manual document workflows are worth automating first by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or business systems.
Bottleneck diagnosis
Lido helps teams find the bottleneck in a semi-automated document workflow by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or business systems.
Volume and pages
Lido helps teams plan for document volume and page count by testing real files, estimating review load, and scaling extraction and exports.
Mixed document types
Lido helps teams use one workflow to handle multiple document types by combining AI extraction, review, validation, and clean exports to spreadsheets, CSVs, or business systems.
Excel sharing
Lido lets teams share approved extracted results in Excel or Sheets without giving every stakeholder access to the automation setup.
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.
Review flags
Set review flags for missing required fields, failed validation, low confidence, unreadable pages, unclassified documents, and unusual values before exporting approved records.
Case management
Yes. Extracted data can be reviewed, normalized, and exported through CSV, spreadsheet handoff, API, or another import-ready format for a case management system.
High-volume automation
Automate intake, classification, extraction, validation, review routing, and export so staff handle exceptions instead of manually keying every document.
Manual keying
Reduce manual keying by automating repetitive extraction and routing, then reserving human effort for exceptions, corrections, approvals, and client-facing follow-up.
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.
Build vs buy
Buy when the hard part is reliable intake, review, validation, monitoring, and downstream workflow; build only when your requirements justify maintaining that full system internally.
Debt servicing operations
Automate debt servicing documents by combining multi-channel intake, classification, field extraction, exception review, and export into the case or servicing platform.
Configuration control
Yes. Teams should track changes to extraction fields, instructions, validation rules, and workflow branches so production document automation remains controlled and reviewable.
OCR modernization
Move the workflow from fixed OCR templates and custom scripts to a managed process with AI extraction, classification, validation, review, monitoring, and downstream exports.
Reduce babysitting
Reduce babysitting by automating intake, routing, retries, validation, and exception queues so people only intervene when the workflow cannot confidently proceed.
Cost savings
Turn extraction into cost savings by automating high-volume manual keying, reducing exception handling time, and measuring the operational hours avoided after rollout.
Operations capacity
Use automation to extract and validate repeatable document fields, then have operations staff focus on exceptions, follow-up, and higher-value work.
Rollout planning
Start with one high-value workflow, prove the intake-to-export process, then reuse shared patterns while tailoring fields, document types, and integrations for each team.