Course · 7 chapters
Turn Documents into Data
The one skill hiding under half your weekly grunt work: turning any pile of documents into a clean, checked spreadsheet, and then into a report someone can act on, using the AI chat tools you already have.
What you'll be able to do
- Upload one contract or invoice, ask for the fields you need, and paste a clean table into your sheet.
- Specify columns, formats, and what counts as missing so the answer arrives ready to paste, not as a paragraph to retype.
- Run a whole folder through one chat, in batches that respect the tool's limits, and land one row per document in a single worksheet.
- Demand a page reference for every field, treat a suspiciously clean batch as a warning sign, and check three documents before you trust the rest.
- Turn hundreds of open-text comments into named themes with counts and real quotes, using a sample-first template that scales to any batch.
- Turn a checked spreadsheet into a comparison, a red-flag list, and a one-page summary a leadership meeting can act on.
What's inside
- 1Turn Documents into Data: Start Here
The six-chapter loop that turns any pile of PDFs, invoices, and open text into a checked spreadsheet, and then into a report someone can act on.
- 2Your First Extraction
Upload one contract or invoice, ask for the fields you need, and paste a clean table into your sheet.
- 3Ask for a Table, Get a Table
Specify columns, formats, and what counts as missing so the answer arrives ready to paste, not as a paragraph to retype.
- 4Twenty Documents in One Go
Run a whole folder through one chat, in batches that respect the tool's limits, and land one row per document in a single worksheet.
- 5Trust, but Spot-Check
Demand a page reference for every field, treat a suspiciously clean batch as a warning sign, and check three documents before you trust the rest.
- 6Survey Comments and Other Messy Text
Turn hundreds of open-text comments into named themes with counts and real quotes, using a sample-first template that scales to any batch.
- 7From Table to Report
Turn a checked spreadsheet into a comparison, a red-flag list, and a one-page summary a leadership meeting can act on.
Earn a certificate
Complete all chapters to receive your certificate of completion.