Extraction Sheets

Rename a folder of documents with a naming template and NameQuick quietly builds a spreadsheet from the same work — one row per file, one column per field it pulled out. Rename your invoices and you get a bookkeeping ledger for free: date, merchant, amount, document type. And every value can show its proof — the exact quote it came from — so it's a sheet you can actually trust.

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Open the sheet#

The Sheet is a third way to look at any folder, alongside list and grid. In the folder toolbar's view switcher, click the sheet icon — the same cluster where you switch between list and grid.

How rows get created#

Rows come from template renames — nothing else. A row appears when a file in the folder is renamed with a naming template: the template's fields become the columns, and the values it extracted fill the cells. That's the whole rule.

This is the first thing to know, because it explains an empty sheet. Smart Rename and custom prompts write great filenames, but they don't produce structured fields, so they don't fill a sheet. If the folder was renamed that way — or hasn't been renamed yet — the sheet is empty and offers Choose a template… to get started.

Rows are live. They appear the moment a rename completes, whether that's a watch folder processing new arrivals on its own or a batch you ran by hand. You don't refresh anything.

Reading the sheet#

Each row is a file; each column is a template field. A status rail runs down the left edge and colors each row by state: teal means the value was applied to the filename, amber means at least one field needs a look before you rely on it.

At the top you get quick ways to narrow things down:

• Status pills — All, Applied, and Needs review filter the rows to what you care about right now.
• Text filter — type to match across the visible columns.
• Sortable columns — click a header to sort by that field, like any spreadsheet.

When some files in the folder haven't been renamed with a template yet, the header shows a short coverage note — for example, 3 of 7 files captured — so you always know whether the sheet is the whole folder or just part of it.

Very large folders show the latest 1,000 captured rows so the sheet stays fast; the coverage note tells you when you're seeing a slice.

Checking the proof#

This is what makes an Extraction Sheet different from any other export: every value can show where it came from.

Click a cell and the row expands right where it sits to show:

• The exact quote — the span of text in the document the value was taken from, word for word.
• A confidence meter — how sure NameQuick is about that value.
• A plain-language reason — when something needs checking, a short sentence saying why, in everyday words.

Values that couldn't be confirmed are marked, never quietly trusted — you can see at a glance which cells to double-check rather than assuming everything is right. It's the difference between a number in a box and a number you can stand behind.

Fixing values#

When a row has a field that needs review, it carries an Open in Review action that takes you straight into NameQuick's Review flow, where you accept, edit, or correct the name with the evidence in front of you. Reviewing there keeps the sheet and the filename in step.

Columns#

The sheet leads with your template's fields, then adds any fields captured from earlier renames in the same folder, so nothing you've pulled out before goes missing.

You decide what to show and in what order. Right-click a column header — or hover it and click the menu glyph — to hide, show, and reorder columns. Your layout is saved per folder, so each folder keeps the shape that suits it.

A couple of touches make columns easier to read:

• Origin tooltips — hover a header to see where that column came from (your current template, or an earlier capture).
• Muted empty columns — a column with no values in any visible row is dimmed, so mostly-empty fields don't clutter the view. The Captured column can be hidden too when you don't need it.

Export to CSV#

One click exports the sheet as a CSV — exactly what you're looking at, meaning the current columns, filter, and sort. Hide the columns you don't need, filter to the rows you want, then export.

The file is made to just work in the tools you already use:

• Opens cleanly in Excel and Numbers, including umlauts and currency symbols (it's saved as UTF-8 with a BOM), so Müller and €1.240,00 come through right.
• A Field-statuses column flags any cells that weren't confirmed, so an unverified value never slips into your books looking certain.
• Timestamps for when each row was captured, in ISO-8601 (2026-07-05T14:30:00), so they sort and import predictably.

Where your data lives#

Sheet data is stored locally on your Mac. The sheet itself uploads nothing — it's built from renames you already ran. Extraction Sheets work the same whether you rename with your own API keys, a local model, or NameQuick's managed AI; the sheet just reflects whatever setup did the renaming. See Data & Privacy for the full picture.

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FAQ#

My sheet is empty — why? The folder hasn't been renamed with a naming template yet. Smart Rename and custom prompts don't fill sheets, only templates do. Use Choose a template… in the empty state, then rename the folder.

Why do some cells show "—"? A dash means there's no value for that field in that file — either the field was added to a later capture (so earlier rows never had it) or the field wasn't found in that particular document. It's an empty cell, not an error.

What does "needs review" mean? NameQuick couldn't fully confirm a value in that row, so it's flagged rather than silently trusted. Click the cell to see the reason, or use Open in Review to check and fix it with the evidence attached.

I have thousands of files — will the sheet slow down? No. Big folders show the latest 1,000 captured rows to stay responsive, and the header coverage note tells you when you're seeing a slice.

Which AI setups build sheets? All of them — your own API keys, local models, and managed AI. Sheets are built from template renames regardless of which provider ran them.

Does exporting or viewing the sheet send my data anywhere? No. The sheet is local, and export writes a CSV to your Mac. Nothing is uploaded by the sheet.

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Extraction Sheets are coming soon. In the meantime, set up the templates and watch folders that feed them, so your sheet is ready to fill the day it lands.