Document Data Extractor

Manually copying invoice numbers, dates, totals, vendors, and line items from PDFs or images is slow and error-prone. This copilot parses the uploaded document content and extracts key structured fields into a table row, including a confidence score and a suggested next step. You review and approve the extracted data in seconds, not minutes.

Category: General

How it works

  1. Upload or paste a document (PDF, image, or text).
  2. The copilot reads the content and identifies invoice number, date, total, vendor, and line items.
  3. It presents the extracted fields in a table row with a confidence score (High/Medium/Low) and a suggested action.
  4. You review and approve the draft extraction for your records.

Key benefits

Use cases

Frequently asked questions

How does the Document Data Extractor work?

You upload or paste a document (PDF, image, or text), and the copilot parses the content to extract fields like invoice number, date, total, vendor, and line items into a table row for your review.

Do I need to write any code to use this?

No, it is ready-to-use with no code required. Simply upload or paste your document.

Which file formats are supported?

The copilot works with PDFs, images, and plain text documents.

Does it send the extracted data anywhere automatically?

No, it only drafts the extraction for your approval. A human must review and approve before any action is taken.

How accurate is the extraction?

The copilot provides a confidence score (High, Medium, or Low) so you can assess reliability. You always review and correct before final use.