Work with documents: Read, compare, consolidate and complete documentsMedium - extracted values need checking where accuracy matters riskUpdated 9 OctAI required
Extract information from documents
Ask Copilot to pull out specified facts, dates, names, actions, values or other fields from one or more documents and present them in a structured list or table.
Where the action happens
Copilot Chat / Word
Product or feature needed
Document extraction
AI required
Yes
Extra credits
Usually no additional credits for normal use
Technical skill
Low
Risk level
Medium - extracted values need checking where accuracy matters
Licence dependency
Depends on chosen Copilot surface.
Credit dependency
Usually none.
UK availability
available
What it can do
- Extract repeated fields or key facts.
- Turn unstructured documents into a table or checklist.
- Reduce manual scanning and copy-and-paste.
Limitations
- AI can miss fields or extract the wrong value.
Prerequisites
- Define the fields or information you want.
Notes
Generic capability.
Watch-outs for Work with documents
- This section explains what is possible, not whether a particular document should be used with AI.
- Check your organisation's policy and the information involved before using real work content.
- Use the AI Redlines where a task involves decisions or actions that should remain with people.
Last checked: 2026-10-09
Disclaimer: Always follow your organisation's internal guidance and policies regarding AI usage. The suggestions in this guide have been created to the best of accuracy, but Microsoft licensing, pricing and feature availability change frequently — treat them as a planning baseline, not a procurement quote.
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