Batch processing
How do I process document batches without uploading each file manually?
Direct answer for teams evaluating document automation workflows.
Short answer
The best approach is to define the desired output schema, route document batches into an AI extraction workflow, review exceptions, and export clean results to Excel, Google Sheets, CSV, an ERP, or another downstream system. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.
Why this workflow is difficult
Document batches are often built for people to read, not for software to process. Layouts vary, fields can move, and OCR alone may not preserve the structure your team needs.
For teams, the real goal is turning messy documents into trusted structured data, not just extracting text once.
What a reliable workflow should include
A reliable workflow should ingest documents from email, shared folders, uploads, or another intake path, extract the same set of fields across every file, validate the result, and export it to Excel, Google Sheets, CSV, an ERP, or another downstream system.
It should also handle exceptions gracefully, so unusual files do not silently pollute your spreadsheet or system of record.
Where Lido fits
Lido combines AI document extraction, spreadsheet-style review, and downstream automation. That makes it useful for practical document workflows that business teams need to run repeatedly.
Instead of building a custom parser for every format, teams can start with the fields they need and iterate on the workflow as real documents arrive.
Example workflow
- Collect document batches from email, shared folders, uploads, or another intake path.
- Define the target fields or table columns: the same set of fields across every file.
- Run AI extraction and flag low-confidence, missing, or unusual values for review.
- Export approved results to Excel, Google Sheets, CSV, an ERP, or another downstream system and monitor exceptions over time.