On this page:What it isWhy it mattersHow to do itExampleCommon mistakesTry it this weekGoing furtherKey words
What it is
Modern AI assistants, such as Claude, ChatGPT, Microsoft Copilot and Gemini, can take in more than typed text. You can give them a screenshot, a chart, a photo of a whiteboard, a scanned form, a PDF or a spreadsheet. Many also accept voice input: you speak or upload a recorded voice note; some assistants turn speech into text, others listen to it directly.
Think of a quick, well-read colleague with slightly poor eyesight: they grasp the overall picture, but may misread a small figure.
Why it matters
- It saves retyping: notes on a whiteboard or a printed form can become an editable draft in a minute.
- Long files can be summarised before a meeting.
- AI can misread small print, handwriting and chart values, and it may not say so.
- Screenshots and files often hold more than you meant to share, such as names, email addresses or figures in a corner of the screen.
How to do it
- Check that your organisation allows the tool to receive files, images or recordings, and what kind of data may go in.
- Crop or redact images first: remove names, faces, account numbers and anything confidential that the task does not need.
- Choose clear inputs: a sharp, well-lit photo, a text-based PDF rather than a blurry scan, a spreadsheet rather than a picture of one.
- Say exactly what you want: "List every action item", "Extract the table into rows", "Summarise in five bullets".
- Ask the assistant to mark anything it could not read clearly, rather than guess.
- Check every extracted number, date and name against the original before you use it.
- Keep the original file, so anyone can trace the result back to the source.
Example
After a workshop, you photograph the whiteboard.
Before: you spend 20 minutes typing up the notes, or they stay on your phone.
After: you upload the photo and ask:
This is a photo of our workshop whiteboard on [topic]. 1. Turn it into tidy meeting notes with headings. 2. List every action item with the owner's initials if shown. 3. Mark any word you cannot read as [unclear] instead of guessing. Do not add anything that is not on the board.
You compare the notes with the photo, fix two [unclear] words and one misread initial, then share them.
What AI does well with images and files:
- Describing a picture or diagram in plain words.
- Pulling text from a clear, printed document.
- Summarising long PDFs and reports.
- Explaining what a chart seems to show overall.
What it does badly:
- Reading small, faint or handwritten text.
- Giving exact values from a chart (it estimates from the picture).
- Counting many items in a photo.
- Reading very long files or large spreadsheets in full: they may be cut short or partly read, so ask what it read.
- Identifying people. Never ask it to; photos of people are personal data and should not be shared unless your organisation's rules allow it.
Common mistakes
- Uploading a full-screen screenshot. Fix: crop to the part you need; check for open emails, chat windows and customer details.
- Copying chart values straight into a report. Fix: get the numbers from the underlying data, not from the picture.
- Trusting text from a scan or handwriting. Fix: compare every name, date and figure with the original.
- Sending a whole spreadsheet with customer data. Fix: remove columns you do not need, or test with made-up data.
- Forgetting that voice notes are recordings. Fix: do not record other people without their agreement, and follow your organisation's rules on storing audio.
Try it this week
- Find a non-confidential printed page or a whiteboard photo with no names on it (3 minutes).
- Upload it to an approved assistant and ask for the text plus a five-bullet summary, marking anything unclear (4 minutes).
- Check the extracted text against the original and count the errors (5 minutes).
- Try once more by voice: speak a short request instead of typing, and note whether it was quicker (3 minutes).
Going further
- For a chart, ask for the trend, then confirm figures from the source data.
- With spreadsheets, some assistants calculate on the actual data; ask to see the method so you can recheck it.
- Ask for extracted tables as Markdown so you can paste them elsewhere (see guide 06).
- For long PDFs, ask for page numbers next to each point, then spot-check them.
- Voice conversations work well for thinking aloud; ask for a written summary at the end and check it (see guide 09).
Key words
- Voice input: speaking to the assistant instead of typing; some assistants turn speech into text, others listen to it directly.
- Extract: pull specific information, such as a table or list, out of a file or image.
- Redact: hide or remove sensitive details before sharing.
- Scanned document: a picture of a page, which is harder for AI to read than a text-based file.
- Personal data: any information that can identify a person, including photos and voice.
Examples and figures in this guide are illustrative. AI tools change often: check what your organisation's approved tools offer today. Use approved tools only, and a person checks and decides.
Prefer to print or share it? Download this guide as a PDF (251 KB), or the complete AI Field Guide (1.7 MB).
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