How to Convert PDF to Excel Using Copilot AI? Answered

There are several ways to convert PDF to Excel. For instance, you can convert PDF to Excel using online converters, offline tools (like MiniTool PDF Editor), or Copilot AI. Different from the former two types of tools, Copilot AI is a PDF to Excel AI converter that streamlines the conversion process.

MiniTool PDF EditorClick to Download100%Clean & Safe

You don’t need to perform the conversion by yourself. Instead, you just need to ask the AI to convert PDF to Excel. How to convert PDF to Excel using Copilot AI? This post reveals the detailed steps. Simply follow the given steps to complete the operation.

Convert PDF to Excel Using Copilot AI in Microsoft Edge

As Copilot AI is available in Microsoft Edge, you can convert PDF to Excel free using Copilot AI within this browser. For doing that, you can refer to these steps.

Step 1: Navigate to the place where the PDF to convert is located.

Step 2: Right-click the target PDF, hover over Open with, and click Microsoft Edge on the sub-menu. Once done, the selected PDF will open in a new browser tab on Edge.

Step 3: Click on the Copilot icon at the upper right corner or hit the Ask Copilot button on the toolbar to launch Copilot. Alternatively, you can press “Ctrl + Shift + .” keys to open or close the Copilot panel.

Step 4: When you receive a prompt, click Continue to move on.

Step 5: In the Copilot panel, type a prompt to let Copilot convert the needed data from the PDF and convert it into Excel.

Finally, copy the result and paste it into Excel. According to your needs, adjust the formatting, column widths, and data types manually.

Convert PDF to Excel Using Copilot AI in Excel

The following steps show you how to convert PDF to Excel free using Copilot AI in Microsoft Excel.

Step 1: Run Microsoft Excel on your computer and check if the Copilot AI feature is enabled. If not, tap on the Copilot icon on the Excel toolbar or activate it through the Microsoft 365 settings.

Step 2: Open a new blank workbook or head to the workbook where you want your PDF data imported. Then tap on the Copilot icon to open the AI assistant sidebar.

Step 3: Type commands like convert PDF data to Excel or import data from PDF file. Since Copilot AI understands natural language instructions, you should write your requirements in detail.

Step 4: When Copilot AI prompts you to pick the PDF to convert, click Browse, locate the target PDF, and click the Open button. After that, Copilot AI will analyze the document, identify tables/numbers/structured data, and prepare it for import.

Step 5: Once done, Copilot AI will show you a preview of the extracted data. To ensure accuracy, you should preview the result carefully. If you are satisfied with the data preview, click Insert Data to confirm the import. Then Copilot AI will populate the Excel worksheet neatly with the extracted PDF data.

Alternatively, you can convert PDF to Excel free using Copilot AI in Microsoft Word. The conversion process is similar to that in Microsoft Excel. You can refer to the steps above to complete the conversion. After Copilot AI extracts the tables into the Word, review the data and make corrections or formatting adjustments if necessary.

Then copy the tables and paste them in an Excel spreadsheet. Excel will automatically format the pasted data into organized columns and rows. Likewise, adjust the formatting, column widths, and data types manually for better readability and usability.

How to Use Copilot to Summarize PDF in Microsoft Edge or Win11

If you are wondering how to use Copilot to summarize PDFs, this post is what you need in which detailed steps are shown.

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Bottom Line

This post has shown you 2 ways to convert PDF to Excel using Copilot AI. Apply this PDF to Excel AI converter to convert your PDF now! Here are detailed steps.