Extract key info from a PDF contract and fill a spreadsheet

Streamline contract management by automatically extracting crucial information from PDF contracts and entering it into a structured spreadsheet format.

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Why you should use this

This automation extracts key information from PDF contracts and populates it into a spreadsheet, significantly streamlining the contract management process. It enhances data accessibility and accuracy, allowing for quick reviews and compliance checks. By automating data extraction, teams can focus more on analysis and less on manual data entry, improving productivity and reducing the likelihood of errors.

How it works

Upload contract PDFs to a Google Drive folder, extract the PDF contents into Lido's spreadsheet, then use GPT to pull out key information and map into a spreadsheet output.

Add contract PDFs to a Google Drive folder

Add all of your contract PDFs to one folder, then connect the Google Drive folder to Lido with one-click.

Use Lido's =IMPORTPDF() formula to extract all the contents from a PDF into a spreadsheet

The =IMPORTPDF() formula takes in a Google Drive file URL and returns all of the contents of the PDF into a spreadsheet cell.

Use Lido's =GPT() formula to extract key info from the PDF contents

Write a custom GPT prompt to pull out the specific fields you need and map them to spreadsheet columns.

Tutorials to help you get started

Step-by-step instructions to guide you through setting up this automation in Lido.

Who should use this

Ideal for legal professionals, contract managers, and administrative staff who manage a high volume of contracts and need to efficiently organize and access specific contract details. This tool is particularly useful for those looking to streamline contract review and compliance monitoring processes.