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Document Processing

X21 can process attached documents and images, extracting data and insights to use with your Excel workbooks.

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Supported File Types

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PDFs

  • Limit: Up to 100 pages total per request
  • Use cases: Invoices, reports, forms, statements
  • Capabilities: Text extraction, data analysis, comparison

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Images

  • Formats: PNG, JPG, JPEG, GIF, WEBM
  • Use cases: Screenshots, charts, diagrams, scanned documents
  • Capabilities: Visual analysis, chart reading, OCR

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How to Attach Files

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Drag and Drop

  1. Drag file from file explorer
  2. Drop onto input area
  3. File chip appears showing name and size

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Click to Browse

  1. Click paperclip icon
  2. Select file from dialog
  3. File attaches to message

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Paste from Clipboard

  1. Copy file or image
  2. Paste into input area (Ctrl+V)
  3. Attachment appears

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Common Use Cases

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Invoice Processing

Attach: invoice.pdf
Prompt: "Extract line items from this invoice and add to my spreadsheet"

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Chart Analysis

Attach: chart-screenshot.png
Prompt: "Recreate this chart using the data in Sheet1"

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Document Comparison

Attach: report.pdf
Prompt: "Compare the figures in this PDF with column B in my selection"

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Data Extraction

Attach: form.pdf
Prompt: "Extract all customer information into a table"

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Best Practices

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File Size

  • Keep PDFs under 100 pages
  • Compress large images
  • Split multi-part documents

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Clear Prompts

✓ "Extract the 'Total Amount' from page 3 of the attached invoice"
✗ "Get the total"

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Multiple Files

  • Attach related documents together
  • Reference specific files in prompt
  • Process in logical order

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Limitations

  • PDF page limit: 100 pages total across all attachments
  • File types: Only PDFs and images supported
  • Processing time: Larger files take longer
  • Accuracy: OCR quality depends on document clarity

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Tips

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For PDFs

  • Ensure text is selectable (not scanned images)
  • High-quality scans work better
  • Structure matters - tables process better than paragraphs

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For Images

  • High resolution improves accuracy
  • Clear, unobstructed views
  • Good lighting for photos
  • Screenshots work great