• Adding AI Columns

  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 contaiPopular

• Formatting your extracted data

  Common formatting issues and how to fix them Zeros at the start of numbers (like UPCs) are not displaying in the spreadsheet This can generally be solved by changing the formatting settings in the Lido spreadsheet, without needing to re-process any files. Select the cells that you want to reformat, then in the spreadsheet toolbar go to More formats -Plain. Edit output with AI Lido's Edit with AI functionality can be used to reformat,Few readers

• How to process documents stored in OneDrive

  Check out this video!!:Few readers

• Post-Data Extraction: How to Push Data to Google Sheet

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• How to use Lido's Data Extraction Solution: The Basics

  🧾 How to Extract Data from PDFs into Spreadsheets with Lido 🎥 Watch the quick tutorial (2 min): How to Extract Data from PDFs Using Lido If your team handles a high volume of PDFs — invoices, forms, receipts, or reports — you know how time-consuming and error-prone manual entry can be. With Lido, you can automate the entire process. This guide shows you how to extract structured data (like invoice numbers, vendor names, and amounts)Few readers

• Automating the Data Extractor

  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 isFew readers