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DocsToSheets

Getting Started with DocsToSheets

Welcome to DocsToSheets! This guide will walk you through setting up your account, uploading your first document, extracting data, and exporting it directly into Google Sheets.

1. Sign In and Authenticate

Section titled “1. Sign In and Authenticate”

To get started, navigate to DocsToSheets App.

  1. Sign in using your email or Google Account.
  2. Grant the app permissions to access your Google Sheets (required to write extracted data directly to your spreadsheets).

2. Prepare Your Target Google Sheet

Section titled “2. Prepare Your Target Google Sheet”

Ensure you have a target spreadsheet ready in Google Sheets:

  • Create a sheet where you’d like your data to be stored (e.g., Invoices 2026).
  • Optionally add column headers to the first row (e.g., Date, Vendor, Total Amount, Tax) to help map the extracted fields.

3. Upload a Document

Section titled “3. Upload a Document”

In the DocsToSheets dashboard:

  1. Click Upload Document or drag and drop a PDF, image (PNG, JPEG), or scanned document.
  2. The AI will analyze the document, detect structure, and extract key-value pairs (like invoice dates, line items, and totals).

4. Map and Validate Data

Section titled “4. Map and Validate Data”

Once processing completes:

  1. Review the AI-extracted fields in the sidebar.
  2. If needed, manually adjust any incorrect values or select which columns in your Google Sheet correspond to the extracted fields.

5. Export to Sheets

Section titled “5. Export to Sheets”
  1. Select your target Google Sheet from the file picker.
  2. Click Export.
  3. Open your Google Sheet to see the new row appended instantly with all the extracted data.

Next Steps

Section titled “Next Steps”