Generating tables from documents

Autopilot capabilities for generating tables from uploaded documents.

To generate a table from a document within Autopilot:

1. In the chat box, drag and drop the document. Alternatively, use the Attach file button.

   Note:

   • You can upload PDFs or images of the document.
   • You can use the Capture screenshot or the Capture active window to automatically add the image of the document to Autopilot.

2. Write the prompt "Extract information from this invoice.", then select Send.

   Autopilot uses Document Understanding to extract text from the document and provides a summary of the extracted information.

3. After Autopilot responds, write the prompt "Generate a table with this information."

   Autopilot generates a table with the information in the invoice, and displays a Paste in button. This is where Clipboard AI steps in.

   Note:

   The Paste in button displays the last active application. For example, if you were using Excel before rendering the table in Autopilot, the button shows "Paste in Excel".