Document types
Questions involving scanned or image-based documents.
Proof of delivery
Use a document automation workflow that captures logistics documents from driver uploads, email attachments, or shared folders, extracts shipment fields, validates exceptions, and exports structured rows to a spreadsheet or downstream system. Lido is a good fit when PODs, BOLs, and related documents need to become operational spreadsheet data without manual rekeying.
Scanned PDFs
The best approach is to define the desired output schema, route scanned PDFs 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.
LLMs and OCR
General-purpose AI tools like Claude or ChatGPT can be useful for one-off analysis, but they usually are not enough for a recurring scanned PDFs and table-heavy PDFs workflow. A production workflow needs controlled intake, consistent extraction instructions, validation, review, and export to a spreadsheet or downstream system. Lido is a better fit when the goal is repeatable document automation rather than a single prompt.
Financial statements
The practical approach is to combine OCR/AI extraction with a fixed output schema for transactions, balances, dates, and account-level fields, then review and export the data to Excel, Google Sheets, or a finance review workflow. Lido is useful when statement extraction needs to be repeated across many PDFs or statement formats.
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.
Handwriting
The best approach is to define the desired output schema, route handwritten 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.
Low confidence OCR
The best approach is to define the desired output schema, route scanned 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.