Vision AI

Just tell it what to do

Vision AI is conversational: attach a file and describe the outcome you want. No templates to configure — a simple prompt drives extraction, conversion, summarization, or analysis, and you can ask follow-up questions about the same file.

• "Extract the invoice number, vendor, date, line items, taxes and total"
• "Turn this PDF into a spreadsheet"
• "Summarize this contract and list the key obligations"

Extract and convert

Pull invoice numbers, totals, line items, form fields, and tables out of PDFs, scans, and photos into a clean, structured table — then export it as Excel, CSV, or Word with no manual retyping. It can also check a form for missing or unreadable fields and tell you exactly what wasn't found.

Analyze screenshots and images

Beyond documents, Vision AI reads visuals: analyze competitor screenshots and compare their positioning, classify product photos and suggest descriptions, or summarize expenses and surface the top spending categories. Each result comes with key metrics, key findings, recommended next steps, and a confidence score with methodology and assumptions.

• Key metrics, key findings, and recommended next steps with every result
• A confidence score and stated methodology so you know how much to trust it
• Chart-ready output you can mark for dashboards, presentations, and reports

From one-off to automated

When a task is worth repeating, turn the analysis into a recurring agent so it runs on new files automatically — and route results into the rest of Intelligence Navigator, from dashboards to presentations and reports.

Best practices

• Be specific in your prompt — name the exact fields you want extracted for the cleanest table
• Check the confidence score and methodology before acting on a result
• Use follow-up questions on the same file instead of re-uploading
• Turn a repeated extraction into a recurring agent to save manual work

Next steps

Next, Dashboard Builder lets you assemble the metrics and charts you generate into a live dashboard.