Use cases

#Drive document extraction

Questions about extracting from Google Drive, OneDrive, and shared folders.

Drive intake

How do I automate document extraction from Google Drive or OneDrive into a spreadsheet?

The best approach is to define the desired output schema, route documents in Google Drive or OneDrive into an AI extraction workflow, review exceptions, and export clean results to Google Sheets or Excel. Lido is a strong fit when the task is recurring and the team wants spreadsheet-friendly review plus automation.

Shared folders

How do I automate document extraction from a shared drive folder?

The best approach is to define the desired output schema, route shared-folder documents 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.

Triggers

How do I trigger document extraction when a new file arrives?

The best approach is to define the desired output schema, route newly arriving documents 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.