How AI Columns Work

You can add any data field to the data extractor that doesn’t exist in the source file (e.g., Invoice Category, Expense Type, GL Code). These appear in your sheet but never need to be present in the uploaded document.

Each AI column runs when a document is processed. Common examples of AI column uses:

• Classification – “Classify the expense descriptions into the closest of these 4 categories: food, gas, travel, other"
• Conditional coding – "If status column contains "approved", return 99" to auto-fill a GL code.

Extracting the filename or page number

To include the source file's name or the page number where data was found in your results, add an AI column whose header contains <filename> or <pagenumber>. Without one of these tags in the column header, that metadata won't be extracted.

Updated on: 20/05/2026