Import & OCR
Turn a spreadsheet or a scan into a document
Work rarely arrives in a form. It arrives as a client's cost sheet, a supplier PDF, a scanned purchase order. Point Skills Workflow at the file and let it read the lines out, instead of retyping them by hand.
Planned · not yet scheduled · directional, subject to change"Create an estimate from this cost sheet."What it will do
- Create estimates, projects and jobs straight from a file
- Read Excel and CSV rows into document lines
- OCR scanned PDFs and images — purchase orders, invoices, briefs
- Map columns to your own fields once, then reuse the mapping
- Review everything that was read before it is committed
- Keep the original file attached to the document it created
Screenshot still to be added
A file being turned into a document — for example an Excel cost sheet dropped in, with the resulting estimate lines shown alongside it.
static/img/ai/use-cases/import-and-ocr.png and swap this block for the standard one.