Getting Started
Create a Spreadsheet and CSV Extraction by going to the AI tab of your account and clicking Create Extraction.
Give your extraction a name
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
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