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Articles on:Getting started
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Categories

  • PDF extraction
  • Account management
  • Compliance & security
  • Spreadsheet
  • AI & extraction
  • Integrations & Exports
  • Formulas & Calculations
  • Automations & Workflows
  • Workflows
  • API & developers
  • Account & billing
  • Integrations & auth
  • Getting started
  • What is Lido?
    An overview of what Lido does, its three main surfaces (spreadsheet, workflows, API), and when Lido is — and isn't — the right tool.Few readers
  • Free trial: what is included (and what needs a paid plan)
    What the 50 free pages cover, what requires upgrading, and how to make the most of a trial.Few readers
  • Using the in-app AI assistant (the lightning bolt)
    Where to find the AI assistant, what it can do, and what to try if it errors or does not open.Few readers
  • Lido FAQ: platforms, languages, file types, and how to reach us
    Quick answers: supported languages and file types, handwriting, mobile support, demos and quotes, payment timing, and the right contact for each question.Few readers
  • Quickstart: extract data from your first document
    This walkthrough takes about five minutes. By the end you'll have pulled structured data out of a PDF you upload — no setup, no integrations, no code. You can run it on the free trial.Few readers
  • Concepts: spreadsheet vs. workflow vs. API
    Lido has three surfaces — the spreadsheet, the workflow builder, and the API. They all share the same engine, but each is suited to a different way of working. This article explains when to use which.Few readers
  • The Lido glossary
    Definitions of every term used across the Lido KB. When two terms refer to the same thing in different surfaces, both definitions point at each other.Few readers
  • Get help: contact options
    There are several ways to get help with Lido. Pick the one that matches the type of question.Few readers

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