Automating the Data Extractor

Automatically import files from Google Drive, OneDrive, or Email.

You can automatically fetch new files from a connected Google Drive folder, OneDrive folder, or email. To automatically fetch new files from your connected source, turn on the Process Files toggle.

Automatically process new files from connected drive folder

When the Process Files toggle is turned on, Lido will automatically check for and process new files added to that folder every five minutes.

Billing Note: Turning on Process Files for a data extractor counts as one automation. If you enable Process Files on multiple extractors, each one counts separately.

Automatically export extracted data in Excel or CSV format

You can receive extracted data in an Excel or CSV daily at a specified time of your choosing. Lido can either send an email with the Excel/CSV file, or directly upload it to a Google Drive or OneDrive folder of your choice.

Automatically export results

Billing Note: Turning on Export Results for a data extractor counts as one automation. If you enable Export Results on multiple extractors, each one counts separately.

Delete emailed rows

Check this box if you want your automated export file to only include newly processed data since the last automated export. Leave it unchecked if you want your exported file to include all of the previous data as well with new rows appended to the bottom.

Combine Process Files and Export Results to fully automate your data extraction

Turn on both Process Files and Export Results to fully automate your data extractor. Simply drop new files into a connected folder and receive an export of your processed files daily!

Billing Note: Turning on both Process Files and Export Results for a data extractor counts as two automations.

Updated on: 05/11/2025

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