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GenAI-powered Document Insights Overview (Preview)

Updated on Nov 21, 2025
Minimum Version:Q4 2025

The GenAI-powered Document Insights feature enables you to easily extract insights from Excel documents using Large Language Models (LLMs). This functionality allows you to summarize document content and ask questions about the document, with the AI providing relevant answers based on the document's content.

Key Features

  • Extract Document Insights: Quickly understand the key points of lengthy documents.
  • Efficient Information Retrieval: Ask specific questions about your documents and receive accurate answers.
  • Token Optimization: Reduce token usage by only sending relevant portions of the document to the AI model as shown in the PartialContextQuestionProcessor section.
  • Multiple LLM Support: Compatible with different AI providers including Azure OpenAI, OpenAI, and Ollama as described in the Prerequisites.

SpreadProcessing GenAI Document Insights Demo

The GenAI-powered Document Insights feature includes three main components:

ProcessorDescription
SummarizationProcessorGenerates concise summaries of Excel documents.
CompleteContextQuestionProcessorAnswers questions by providing the entire document content to the AI model.
PartialContextQuestionProcessorAnswers questions by providing only the relevant portions of the document to the AI model.

See Also

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Key FeaturesSee Also
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