Pull data from a document into a table

Invoices, lists, orders, a long report with numbers. Say which columns you need and Chetty puts the data from the document into a table.

Attach the document

1. Open Chat and click New chat.
2. Select Attach a file beside the message field and choose the document.
3. Wait until the upload finishes.

Describe the table

1. Write the columns you want, for example: "List every invoice from this document in a table. Columns: invoice number, date, supplier, amount."
2. Add the rule for accuracy: "Use only what the document says. Leave empty cells empty."
3. Select Send.

Chetty answers with a table in the conversation. Read it first, then take the data out.

Copy the table into Excel

1. Select the table with the mouse. On a phone, press and hold it.
2. Copy it (Ctrl+C, or ⌘+C on a Mac).
3. In Excel click the first cell and paste.
4. Count the rows and compare them with the document.

If it does not work

• Rows are missing. Ask: "How many items does the document contain? Add the ones that are missing."
• The table has data that is not in the document. Write: "Use only what the document says and leave empty cells empty."
• The answer stops in the middle. Ask for the table in parts, for example "the first twenty rows".

Related guides

• Have Chetty summarize a document
• Check spelling and clarity
• Send a file or a picture