ClickUp AI - Extract data from attachments
Julien da Costa
Is it possible to create a word or pdf template, and set to ClickUp AI extract each data from attached word form to each custom field, setting by me?
For example...
I say to ClickUp AI that I have a template form document in word.
And everytime I attach a new filled word form (that is the template document), the ClickUp AI extract the email field to custom field "email", and extract the address field to custom field "Address", etc.
I came up with this possibility while testing your feature of telling ClickUp AI (Custom Field) what specific information I want to extract from the task description for my AI custom field, which by the way, is INCREDIBLE! CONGRATULATIONS!
This would be a game changing :)
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Chari Cada
I completely agree with this. For ClickUp's document process automation, this feature would be transformational. Additionally, we presently use a number of workarounds to extract and interpret data from attachments and return it to ClickUp fields, including using Google Docs, Zapier, and other tools.
It would save a ton of time and minimize errors if ClickUp AI could map values from a typical Word or PDF template straight into custom fields. The AI Custom Field feature is already powerful, and this enhancement would take it to the next level.
Stephen John T. Carlos
It would be great for Custom AI fields to be able to read attachments uploaded in ClickUp. Currently we are doing multiple workarounds for a file in ClickUp to be read via external tools such as Zapier and Google Suite then write back to a long text field in ClickUp for the Custom AI text field to sort and extract data from a file.
This has multiple use cases for automating data extraction and analysis from files.