Use cases
Questions about identifying document types before extraction.
Classification
The best approach is to define the desired output schema, route mixed document batches into an AI extraction workflow, review exceptions, and export clean results to a spreadsheet or downstream system. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.
Healthcare documents
Healthcare and insurance documents should be handled with a structured extraction workflow that supports privacy review, consistent fields, human validation, and controlled export to a controlled spreadsheet or downstream review workflow. Lido can help with the operational workflow, but teams should confirm their own compliance requirements before processing sensitive data.
Logistics documents
Use a document automation workflow that captures logistics documents from email, shared folders, uploads, or another intake path, extracts shipment fields, validates exceptions, and exports structured rows to a spreadsheet or operations workflow. Lido is a good fit when PODs, BOLs, and related documents need to become operational spreadsheet data without manual rekeying.
Form classification
The best approach is to define the desired output schema, route mixed forms 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.
Templates vs AI
The best approach is to define the desired output schema, route documents with recurring or variable layouts 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.