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Documents in Google Sheets

Use Documents mode in Google Sheets™ when the goal is not just to rebuild a visible table, but to turn a structured document into rows in a sheet.

This workflow is designed for repeated OCR jobs such as invoices, receipts, bank statements, bills of lading, transcripts, forms, and similar documents.

  • Choose a document type: Let the tool auto-detect the document, use a preset, or describe a custom document.
  • Control the output columns: Start from suggested headers, your existing sheet headers, or a preset header set.
  • Choose the row shape: Insert one row per document or expand repeated items into multiple rows.
  • Control insertion behavior: Append to the current sheet or overwrite the sheet with the extracted result.
  1. Open Selected Image to Table in Google Sheets™.
  2. Add an image or PDF page, then choose Documents.
  3. Pick the document type or use auto-detect.
  4. Choose your column header source.
  5. Choose single-row or multi-row output.
  6. Insert the extracted rows into the active sheet.
  • Auto-detect: Use this when you want Image to Table to infer the document category.
  • Preset category: Use this when you already know the document family.
  • Custom: Use this when the document is specialized and you want to describe the fields to extract.

Common preset categories include:

  • invoices
  • receipts
  • bank statements
  • tax forms
  • checks
  • bills of lading
  • packing slips
  • customs declarations
  • inventory logs
  • transcripts
  • application forms
  • exam papers
  • From First Scan (AI): Start from headers suggested during the first analysis.
  • Use Existing Sheet Headers: Map the extraction into the schema already used in your current sheet.
  • From Category Preset: Start from headers that match the selected document category.

Use this when each document should become one summary row, such as an expense log or invoice register.

Use this when repeated items should expand into separate rows, such as invoice line items, statement entries, or transcript courses.

  • Append rows: Best for ongoing logs and recurring imports.
  • Overwrite sheet: Best when the current sheet should be replaced with the new extraction result.