Forward any email with a PDF attachment. Extracted data appears in your Google Sheet automatically. No manual upload, no CSV import, no intervention needed.
You get a dedicated email address — something like invoices@yourcompany.ocrgooglesheets.com. Forward any email with a PDF attachment to that address, or set up an auto-forwarding rule in Gmail or Outlook so it happens without you thinking about it.
Lido's extraction engine reads every PDF that lands there and appends rows to your Google Sheet in real time. Not batched overnight. Not queued for later. Within seconds.
Honestly, the first time I saw it work on a messy, scanned vendor invoice, I was skeptical. It got every line item right.
Step 1: Create a Google Sheet where you want the data to land.
Step 2: Connect Lido and point it at that Sheet.
Step 3: Grab your dedicated intake email address.
Step 4: Set up a forwarding rule in Gmail or Outlook — emails from specific senders, or with certain subjects, go straight to the intake address.
That's it. Every matching email gets processed from here on out. New rows just appear.
Vendor invoices. I worked with a firm that was copy-pasting invoice data by hand every week — two people, three hours each, every Friday. They set up a forwarding rule for their top vendors and that whole process disappeared. Vendor name, invoice number, date, line items, total — all lands in a shared Sheet the AP team uses for approvals.
Monthly bank statements. Banks email statements as PDF attachments. Forward them to your intake address and transaction data lands in a client-specific Sheet automatically. Accountants handling 10 or more clients say this saves them hours every single month — not occasionally, consistently.
Expense receipts. Employees forward receipt emails to a shared intake address. The vision model pulls out merchant, date, amount, and category without anyone touching a spreadsheet. Finance reviews directly in Sheets.
Supplier documents. Purchase orders, packing lists, shipping manifests — here's the thing, any recurring PDF that shows up by email can feed into Google Sheets automatically. In my experience, operations teams love this one most. Real-time visibility into incoming documents, zero manual uploads.
Gmail: Settings → Forwarding → Add a forwarding address. Or use filters to forward only specific emails — by sender, by subject, whatever makes sense for your workflow.
Outlook: Home → Rules → Manage Rules. Forward emails matching your criteria to the intake address. Works with Outlook desktop, web, and Microsoft 365 — don't worry about which version you're on.
Any email provider: If your email supports forwarding rules, it'll work with Lido. The intake address is just a normal email address. No special protocol, no integration to configure.
50 free pages. Forward a test email and see extracted data in Google Sheets in seconds.
50 free pages. All features included. No credit card required.