Document type
Spreadsheet Intelligence
Transform complex spreadsheets into structured insights with AI that understands data relationships.
At a glance
Extract and analyze data from Excel files, CSV documents, and complex tabular data. OdysseyGPT handles spreadsheets & tables with citation-backed extraction, workflow-ready outputs, and review paths for low-confidence cases.
Key Takeaways
- Common extraction targets include Headers and labels, Numeric data and formulas, Multiple sheets and tabs.
- Process all sheets in a workbook while maintaining cross-sheet relationships.
- Extract data from financial models and forecasts.
Common fields
- Headers and labels
- Numeric data and formulas
- Multiple sheets and tabs
- Merged cells and formatting
- Charts and visualizations
- Named ranges and references
Processing capabilities
- Multi-Sheet Processing: Process all sheets in a workbook while maintaining cross-sheet relationships.
- Header Detection: Intelligently identify column and row headers regardless of position.
- Formula Preservation: Extract both calculated values and underlying formulas.
- Merged Cell Handling: Correctly interpret merged cells and complex layouts.
- Data Type Inference: Identify data types including dates, currencies, and percentages.
- Pivot Table Extraction: Extract data from pivot tables and summarized views.
Questions answered
What should teams extract from spreadsheets & tables?
Start with Headers and labels, Numeric data and formulas, Multiple sheets and tabs, Merged cells and formatting, then expand into workflow-specific fields as your downstream systems require more structure.
What are the common risks when automating spreadsheets & tables?
Process all sheets in a workbook while maintaining cross-sheet relationships. Intelligently identify column and row headers regardless of position.
What is the recommended automation flow?
Ingest the document, extract the fields that matter, route low-confidence outputs for human review, and publish the validated output into the target workflow or system of record.