Spreadsheet and CSV Extractions

Getting Started

Create a Spreadsheet and CSV Extraction by going to the AI tab of your account and clicking Create Extraction.

1. Give your extraction a name

2. Select Spreadsheets & CSVs as the format

Query Types

Use AI-driven natural language to query your documents for information.

Cell

Specify the exact cell to read data from.

Configuration Fields:

• Cell (Required) - The specific cell reference (e.g., A1, B2)

• Sheet (Optional) - The name of the sheet to extract from

• Save To (Optional) - The field the extracted value will be saved to

Advanced Settings:

• Save File Name - When enabled, saves the name of the source file where the value was extracted from

Column

Describe the column header to read data from. Will return all values in the corresponding column.

Configuration Fields:

• Column (Required) - The name or description of the column header

• Save To (Optional) - The field the extracted value will be saved to

Advanced Settings:

• Save File Name - When enabled, saves the name of the source file where the values were extracted from

Managing Queries

• Use the Add Query button to create additional extraction queries

• Each query can be expanded or collapsed using the arrow controls

• Use the trash icon to delete unwanted queries

• Queries can be reordered using the drag handles