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DocsToSheets

Getting Started with DocsToSheets

Welcome to DocsToSheets! This guide walks you through setting up your account, creating your first mailbox, processing a document, and syncing the results to a spreadsheet.

1. Sign In and Onboard

Section titled “1. Sign In and Onboard”

To get started, navigate to DocsToSheets App.

  1. Sign in using your email or Google Account.
  2. Confirm your workspace slug — it becomes part of every mailbox email address ([email protected]).

2. Create a Mailbox

Section titled “2. Create a Mailbox”

A mailbox is a workspace for one kind of document (invoices, timesheets, inspection reports, …). The two-step wizard does the heavy lifting:

  1. Requirements — describe what you want to capture and/or attach one or more sample documents (PDF, PNG, JPEG, WebP, TIFF).
  2. Schema & Layout — the AI proposes your columns: per-document fields (captured once, like an invoice number) and repeating sections (one row per entry, like line items or crew members). Review and edit them in the schema editor — rename, retype, reorder, add hints or enum values, and optionally set one validation rule for fields like email, US ZIP, stable IDs, or same-row totals — while the live form preview shows real values extracted from your sample. Use Adjust with AI to refine the columns or the form layout conversationally.

Click Create Mailbox Workspace and your mailbox is ready, complete with its own inbound email address.

3. Add Documents

Section titled “3. Add Documents”

Three ways to get documents in:

  • Upload — drag and drop files on the Documents tab (or use Upload & Parse in the header). Choose Split files to make each file its own record, or Combine files to merge them into one record (e.g. a receipt photographed in several parts).
  • Email — send or forward documents to your mailbox address (see Email Mailboxes & Ingestion). All attachments in one email are read together as a single record.
  • Manual entry — type a record directly into the mailbox form, no file required.

The AI extracts your per-document fields and every repeating-section entry, validates required fields, types, and any single field-level validator you configured, then stores the result. Invalid values are shown for review instead of being silently changed.

4. Review and Correct Data

Section titled “4. Review and Correct Data”

Open the Data tab:

  1. The row ledger shows one row per document (Header view) or one row per entry (a view per repeating section), with document values merged in.
  2. Click any row to open the review drawer — the original document side by side with the extracted form. Invalid fields are highlighted with their validation message. Fix any value and save.

5. Sync to Sheets or Excel

Section titled “5. Sync to Sheets or Excel”
  1. Connect Google or Microsoft from account settings, then pick the provider on the mailbox Settings tab.
  2. DocsToSheets creates a spreadsheet for the mailbox and keeps it synchronized automatically: a Header sheet with one row per document, plus one sheet per repeating section. Edits and deletions in DocsToSheets propagate on the next sync — no export button needed. The spreadsheet stays yours, too: rows and columns you add by hand are preserved by every sync.

Next Steps

Section titled “Next Steps”