Ops & Chief of Staff · Automate & Route
AI document data extraction with citations
Doe reads PDFs, scanned forms, contracts, reports, and invoices, extracts the fields you care about, and returns structured outputs tied back to the source.
Works acrossDoe LibraryGoogle Sheets
What you get.
AI document data extraction pulls structured fields from PDFs, forms, contracts, and scanned documents with citations back to the source. Teams get clean outputs for downstream systems without losing the proof behind each extracted value.
Inputs, output, and review.
- 01InputsPDFs, scanned forms, contracts, reports, and invoices
- 02OutputStructured rows in Google Sheets with citations
- 03Human reviewMissing and low-confidence fields
The data is in the document, but getting it into a usable system is still manual
A document contains the fields the team needs, but someone still has to read it, type the values into another system, and hope nothing got lost on the way.
That breaks down fast when the layout is messy, the file is scanned, or the reviewer needs to prove where a value came from later.
What changes.
- 01Data entry effortBefore · A human reads the file and types values into another systemWith Doe · Structured output returned directly from the document
- 02Audit trailBefore · No proof of where a value came fromWith Doe · Each value linked back to the source text and page
- 03Handling complex layoutsBefore · Tables and scans slow the process downWith Doe · Tables, scans, and multi-page files can still be extracted
- 04Downstream readinessBefore · Teams clean up data before it can be usedWith Doe · Structured output is ready for review and handoff
How Doe extracts structured data from documents
- 01Identifies the document and the target schemaDoeDoe recognized the file as a vendor onboarding packet and prepared the expected fields for tax ID, address, banking details, and insurance coverage
- 02Reads the relevant pages, sections, tables, and fieldsDoe LibraryDoe pulled the exact pages and table cells that contained the requested values instead of reading the whole file into one block
- 03Extracts structured values with citationsDoeEach extracted field came back with the value, source text, and page reference so reviewers can verify the result quickly
- 04Flags missing or low-confidence fieldsDoeDoe left three missing fields unresolved and highlighted two low-confidence values for manual review
- 05Routes the structured output into a review sheetGoogle SheetsThe extracted rows were written to Google Sheets with unresolved fields clearly marked instead of silently inventing values
- 06RecurringWhen a new document is added to Doe LibraryDoe can run every time a new document is added to the library, extract the needed fields, and send the result to Google Sheets with citations and unresolved fields attached. Structured output routed into Google Sheets with review notes.
Start with the right source material.
- 01Add your library and toolsAdd or select the source files Doe should use, then connect the tools this task needs. No API keys, no engineering.
- 02Describe what you need“When a new document is added to Doe Library, extract the fields we care about, attach citations to each value, flag anything missing or low-confidence, and route the structured output into Google Sheets.”
- 03It runs on scheduleRuns when new documents are added to Doe Library or on demand for one-off extraction work.
Before you delegate.
- 01What document types can Doe extract from?PDFs, scanned forms, invoices, contracts, reports, and DOCX files are common examples. Doe handles mixed document libraries, not only clean digital files.
- 02Can extracted values include citations and bounding boxes?Yes. Extracted values can include source text, page references, and location evidence so reviewers can verify them quickly.
- 03Does it work on scanned documents and tables?Yes. Doe can extract from scanned documents and table-heavy files. Low-confidence results should still be reviewed before downstream actions.
- 04Can we define our own extraction schema?Yes. Teams can define the fields they need so Doe returns structured data that matches the target task.
- 05Where can the extracted data go next?It can be routed into a CRM, spreadsheet, approval step, finance process, or another document review step, depending on the task you set up.