Field mapping
How do I map extracted document fields to spreadsheet columns?
Lido helps teams map extracted document fields to spreadsheet columns by combining AI extraction, review, validation, and clean exports to Excel, Sheets, CSVs, or systems.
Document types
#Spreadsheet files
Questions involving Excel files, spreadsheet templates, CSVs, and spreadsheet-based inputs or outputs.
Spreadsheet output
Can document automation add extracted data to an existing spreadsheet instead of creating a new one?
Lido helps teams add extracted data to an existing spreadsheet instead of creating a new one by combining AI extraction, review, validation, and clean exports to Excel, Sheets, CSVs, or systems.
Lookup tables
Can document extraction use lookup tables or data from another spreadsheet?
Lido helps teams use lookup tables or data from another spreadsheet by combining AI extraction, review, validation, and clean exports to Excel, Sheets, CSVs, or systems.
File storage
Where should source documents and extracted results be stored in an automated workflow?
Lido helps teams decide where source documents and extracted results should live by combining intake, extraction, review, and clean exports.
Excel input
Can Lido extract data from Excel files as well as PDFs?
Lido can support workflows that use Excel files as inputs, lookup tables, review surfaces, or exports alongside PDF extraction.
Excel sharing
Can extracted results be shared in Excel without giving every user access to the automation tool?
Lido lets teams share approved extracted results in Excel or Sheets without giving every stakeholder access to the automation setup.
Output template
Can I use a spreadsheet template to define document extraction output?
Lido helps teams use a spreadsheet template to define document extraction output by combining AI extraction, review, validation, and clean exports to Excel, Sheets, CSVs, or systems.