Workflows & Enterprise Tools

Tabular Review

Extract specified data from multiple documents into consistent tabular format for portfolio analysis and spreadsheet export.

Time Saved

80-90% reduction in extraction time

Accuracy

Consistent extraction methodology

The Problem

✗Repetitive extraction from multiple documents
✗Manual data entry errors
✗Inconsistent extraction across documents
✗Time consuming at scale
✗Difficult to aggregate and analyze

How Claude Helps

Processes multiple documents, extracts specified fields, creates consistent tabular output, exports to Excel/CSV, and enables portfolio analysis.

Step-by-Step Workflow

Define extraction schema

Specify the columns and fields to extract from each document.

Prepare documents

Organize documents for batch processing.

Run batch extraction

Process all documents against the defined schema.

Review extracted data

Check the extracted data for accuracy and completeness.

Export to spreadsheet

Output the data as CSV or Excel for further analysis.

Analyze and act

Use the aggregated data for portfolio management decisions.

Example Prompt

Extract the following information from each employment agreement and create a table:

EXTRACTION FIELDS:
| Field | Description |
|-------|-------------|
| Employee Name | Full legal name |
| Title | Job title |
| Start Date | Employment start date |
| Salary | Base annual salary |
| Bonus | Bonus target (% or $) |
| Non-Compete | Y/N, if Y: term and geography |
| Non-Solicit | Y/N, if Y: term |
| Severance | Severance provisions if any |
| Governing Law | Applicable law |

DOCUMENTS:
[List or folder of employment agreements]

OUTPUT FORMAT:
- CSV-compatible table
- One row per agreement
- Flag any fields that couldn't be extracted
- Note any unusual provisions

Generate the extraction table.