Auto-Create a Record From an Uploaded File

Simply upload a file, and Ragic AI will automatically read its content and populate the corresponding fields to help you quickly create a new record. For example, uploading a customer order in PDF format can instantly generate a "Sales Order", reducing manual data entry and improving efficiency.

Go to the sheet where you want to create a record, and click Ragic AI > "Data Entry" to upload a file. Supported file formats include PDF, Excel, and Word.

After uploading the file and waiting for the record to be created, review and edit the field values as needed. Once confirmed, don’t forget to save.

Note:

1. This feature uses AI to interpret the document and fill in the corresponding fields, but results may not be fully accurate, so manual review and correction are required.

2. It is not recommended to use file uploads to populate fields that are Auto Generate, have Default Values, or use Formulas, as the system will automatically fill them during record creation.

3. The field values in the uploaded file should match the field settings in your sheet to avoid errors during record creation.

For example:

Use only predefined options for Selection fields.

Enter dates in the correct format for Date fields.

Avoid filling in Read Only fields.