What is Document Processing?
HeyBoss's Document Processing feature allows you to upload and analyze various document types using AI.
The AI can extract information, summarize content, answer questions about your documents, and help you work with data from:
PDF files (.pdf)
Word documents (.docx)
Excel/CSV files (.csv, .xlsx)
PowerPoint presentations (.pptx)
Supported File Formats
Format | Extension | What You Can Do |
Extract text, summarize, answer questions, analyze content | ||
Word | .docx | Read content, extract data, reformat information |
CSV | .csv | Analyze data, create visualizations, extract insights |
Excel | .xlsx | Process spreadsheet data, analyze trends |
PowerPoint | .pptx | Extract slide content, summarize presentations |
How to Use Document Processing
Step 1: Upload Your Document
Open your HeyBoss project or AI chat
Look for the document upload option
Click "Upload" or "Attach Document"
Select your file (max size may vary by plan)
Wait for the file to upload
Step 2: Tell the AI What You Want
After uploading, instruct the AI:
"Summarize this document"
"Extract all customer names and emails"
"What are the key points from page 3?"
"Create a table from this data"
"Answer questions about this PDF"
Step 3: Review the Results
The AI will process your document and provide:
Extracted information
Summaries
Answers to your questions
Structured data
Insights and analysis
Common Use Cases
PDF Documents
Contracts and Legal Documents
Extract key terms and clauses
Summarize agreement points
Identify important dates and obligations
Reports and Research Papers
Generate executive summaries
Extract key findings
Create bullet-point summaries
Answer specific questions about content
Invoices and Receipts
Extract invoice numbers, dates, amounts
Create expense summaries
Organize financial data
CSV/Excel Files
Customer Lists
Import customer data into your project
Analyze customer segments
Create mailing lists
Sales Data
Generate sales reports
Identify trends and patterns
Create visualizations
Inventory Lists
Process product catalogs
Update pricing information
Track stock levels
Word Documents
Content and Articles
Reformat for web publishing
Extract headings and structure
Convert to different formats
Templates and Forms
Extract form fields
Convert to web forms
Populate with data
PowerPoint Presentations
Slide Content
Extract text from all slides
Create summary documents
Convert to web content
Advanced Features
Multi-Page Processing
Process entire documents or specific pages:
Summarize each chapter separately
Extract data from specific sections
Compare information across pages
Data Extraction
Pull structured information:
Names, emails, phone numbers
Dates and numbers
Tables and lists
Custom fields you specify
Question Answering
Ask specific questions about your documents:
"What is the total amount due?"
"When is the deadline?"
"Who are the stakeholders mentioned?"
"What are the main conclusions?"
Format Conversion
Transform document content:
PDF to web page
CSV to formatted tables
Document to blog post
Presentation to article
Best Practices
Use Clear, Searchable PDFs
Scanned PDFs work best when they have OCR (text recognition) applied. Native PDFs work best.
Clean Your Data
For CSV/Excel files, ensure data is well-formatted with clear column headers.
Be Specific
When asking the AI to extract data, be specific about what you want and how you want it formatted.
Check Large Files
Very large files may take longer to process or may need to be split.
Verify Extracted Data
Always review AI-extracted information for accuracy, especially for important data.
Limitations and Considerations
File Size Limits
Maximum file size depends on your plan:
Free plan: Limited file size
Paid plans: Larger files supported
Contact support for very large files
Scanned Documents
Scanned documents (images of text) may have lower accuracy:
Quality depends on scan clarity
Handwriting is harder to process
Native digital documents work best
Complex Layouts
Documents with complex formatting may need extra processing:
Multi-column layouts
Embedded images and charts
Mixed languages
Privacy
Uploaded documents are processed by AI:
Don't upload highly sensitive documents unless necessary
Files are processed securely
Check our privacy policy for details
Credit Usage
Document processing consumes credits based on:
File size: Larger files use more credits
Complexity: More complex processing uses more credits
Number of pages: Multi-page documents consume more
Operations: Multiple questions or extractions add up
Simple uploads and basic extraction use minimal credits.
Troubleshooting
Upload Failed
Check file size (may exceed limit)
Verify file format is supported
Ensure stable internet connection
Try a different browser
Can't Extract Text
PDF may be image-based (needs OCR)
File may be corrupted
Format may not be supported
Inaccurate Results
Provide more specific instructions
Try breaking down into smaller tasks
Verify source document quality
Manually verify critical information
Frequently Asked Questions
Is my document stored permanently?
Documents are stored temporarily for processing. Check our data retention policy for details.
Can I process password-protected PDFs?
You may need to remove password protection before uploading.
What languages are supported?
The AI can process documents in multiple languages, with best results in English.
Can I extract images from PDFs?
Currently focused on text extraction. Image extraction may be limited.
How accurate is the extraction?
Accuracy depends on document quality and clarity. Native digital documents have highest accuracy.
Need Help?
If you need assistance with document processing, contact HeyBoss Support with details about your file type and what you're trying to accomplish.
Need help? Contact Support