Documents and data · Finance teams

Pull a table out of an annual report into Excel

Use selected browser sources to pull a table out of an annual report into Excel. DeepShell assists with extract work; you prepare the inputs, verify the evidence, and complete any external action.

Worked reference guideIllustrative — extension test pendingUpdated 2026-09-06

Before you start

Inputs: Annual report and selected table.

Define: the audience, date or version, comparison criteria, and intended destination.

Access: open the sources yourself and select only content you are authorised to send to a model provider. Inaccessible or unselected pages are outside the task.

The process, step by step

1
You complete
Prepare annual report and selected table. Confirm you can share the selected material with a model provider.
2
You complete
Open the relevant pages or attachments, select the sources in the panel, and set the scope. Log in or navigate to any required pages yourself.
3
DeepShell assists
Extract the requested fields from the selected material. Request: Line item, Period, Value, Unit, Page, Footnote.
4
You complete
Reconcile row counts, headers, units, and totals with the source; inspect first, last, and unusual rows.
5
You complete
Copy or export the reviewed result, then update the destination system yourself if needed.

Requires another tool: sending, publishing, form submission, CRM updates, purchases, and schedules are outside this extension workflow. Use the destination application yourself.

Your reusable workflow pack

Replace bracketed fields before use. Keep the sources and output together for the next reviewer.

Reusable prompt

Task: Pull a table out of an annual report into Excel.
Use only these selected sources: Annual report and selected table.
Audience: [add the intended reader].
Scope: [add dates, criteria, versions, or exclusions].
Return these fields or sections: Line item, Period, Value, Unit, Page, Footnote.
Cite the source and page or section for factual statements. Mark missing information as "Not stated". Separate facts from assumptions. Do not invent figures, decisions, or events.
Finish with unresolved questions and a review checklist. Do not send, submit, purchase, or update another system.

Output template

Line item: [fill from the selected source; otherwise Not stated]
Period: [fill from the selected source; otherwise Not stated]
Value: [fill from the selected source; otherwise Not stated]
Unit: [fill from the selected source; otherwise Not stated]
Page: [fill from the selected source; otherwise Not stated]
Footnote: [fill from the selected source; otherwise Not stated]

Worked example

Finance & accountingIllustrative workflow

Example output

Line item / Period / Value / Unit / Page / Footnote

01Line item | Period | Value | Unit | Source
02Revenue | FY2025 | 120.0 | USD millions | Example report, p. 12
03Operating profit | FY2025 | 18.0 | USD millions | Example report, p. 12
04Footnote: illustrative fictional figures; no currency conversion performed.

Worked reference example using fictional data or explicit placeholders. This is an illustration, not an extension test result.

Review, then complete the process

Reconcile row counts, headers, units, and totals with the source; inspect first, last, and unusual rows.
Every material claim has a source you can open and inspect.
Missing information is explicitly marked; no placeholders remain in the final deliverable.
A named person has approved the result before it is shared or used.

Copy or export the reviewed result, then update the destination system yourself if needed.

Done means: the intended reviewer can trace the result to its sources, all missing details are resolved or explicitly flagged, and any external action has been completed by an authorised person.

If the result is incomplete

Check source selection and access first. Narrow the question, specify the missing field, or supply an authorised source. For long or scanned documents, verify that the relevant text is readable. If evidence is still missing, record the gap rather than accepting an invented answer.

Time, cost, and validation

No measured run time, cost benchmark, or end-to-end extension test is recorded for this guide. Actual cost depends on source length, model, and retries. Use the settled receipt from a real run; do not treat the example as a performance promise.

Practical questions

What should I prepare?

Annual report and selected table. Define the audience, scope, and required fields before you start.

Which steps are automated?

Extract the requested fields from the selected material. Source selection, review, and any sending, submission, or system update remain your responsibility.

What if the source is incomplete?

Keep missing values marked as Not stated. Add an authorised source or narrow the task; do not ask the model to fill gaps with plausible facts.

Has this workflow been tested in the extension?

This is an illustrative process guide. No end-to-end extension test or measured cost benchmark is recorded for this guide.

Part of: Board reporting

Extract source figures, compare periods, and prepare a summary for review.