<- All use cases

Chart Abstraction Tool

Lido's chart abstraction app allows automating chart data extraction from a chart directly into a spreadsheet without the need for manual data entry, saving your team valuable time and money.

Try this in Lido for free ->Schedule an onboarding call
Watch demo video
Lido is trusted by sales, marketing, and operations teams at:
and 100s of other companies

Why you should use this

Automating chart abstraction can dramatically streamline your chart abstraction processes, making it easier to manage, analyze, and report chart data. Lido's PDF importer tool allows for quick data extraction of chart data, ensuring that all entries are accurately reflected in a spreadsheet format suitable for processing and analysis. This reduces the administrative burden and minimizes errors associated with manual data entry.

How it works

Automating the extraction of chart data to a spreadsheet has never been easier with Lido's chart abstraction application. Either draw a box around the section of the chart you want to add to your spreadsheet, or copy all of the chart data (including multiple pages) at once to a spreadsheet.

Schedule an onboarding callTry this in Lido for free ->

Upload PDF chart to Lido

Use Lido's PDF Import Tool or the built in Google Drive connector and select the chart document you want to extract.

‍

Use the PDF importer or EXTRACTTABLESFROMPDF formula

Either draw a box visually around the section of the chart data to extract, or use Lido's EXTRACTTABLESFROMPDF formula to pull tabular data from the chart into Lido's spreadsheet.

‍

EXTRACTTABLESFROMPDF(<drive-credential>,"path to file",<output cell>)

‍

Export chart data to your spreadsheet

Use Lido's chart abstraction software to copy your unstructured or structured chart data into your spreadsheet.

if you enjoyed this use case, you might also like our use cases on clinical data abstraction services and lease abstraction services.

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.
Instructions from the Lido blog ->
Youtube video ->
Talk to a product specialistTry this in Lido for free ->

Who should use this

This tool is ideal for small business owners, freelance professionals, and medical teams who use Google Sheets and regularly handle a high volume of chart data documents. If you manage multiple client accounts and you need a quick, accurate way to translate chart documents into a more manageable format, this automation is perfect for you. It's particularly valuable for those who need to maintain organized compliance records for easy access, reporting, and analysis purposes. Whether you are streamlining processes for automating data extraction from chart documents, or conducting reviews, converting your chart data to Google Sheets with this tool reduces manual data entry and increases accuracy.
Talk to a product specialistTry this in Lido for free ->

Related Use Cases

Discover more workflows you can automate with Lido.

Send emails based on dates in a Google Sheet

Extract Purchased Items from a Shopping Receipt

Bill of Lading OCR Tool

Automate Data Extraction from Delivery Receipt

Convert PDF Invoices to Excel for Free

Convert Credit Card Statements to Google Sheets

View all