May 19th, 2026

Import insight columns from Excel

Setting up an insight with many columns just got a lot faster. Upload an Excel file with three columns — Label, Prompt, and Column type — and each row becomes a new column in your insight, ready to extract data from any case.

Define everything once in a spreadsheet, drop it in, and you're done. Supported types include shorttext, date, list, and the rest you already use. Only column definitions are imported, never row data, so the same spreadsheet works as a reusable template across cases and matters.

Available now in any insight. .xls and .xlsx supported.