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Checklist Smart Imports

Automatically create checklists by uploading your operating manual files

Updated over a week ago

Available On: Premium, Professional, Enterprise


UpKeep's Checklist Smart Imports feature lets you seamlessly convert your existing PDF manuals into actionable checklists. šŸ“„ Simply upload your PDF, and UpKeep will extract the relevant data to help you build your checklist right in the platform. This article will guide you through every step of using the smart import function, making it easy to digitize and streamline your maintenance procedures!


How to use Checklist Smart Imports

How Smart Import Works

  1. Enter your prompt or use voice input
    Type or speak what you want the checklist to include (e.g., ā€œPreventative Maintenance for Freezerā€).

  2. Select an asset (optional)

  3. Upload files (optional)
    Supported file types:

    • PDF

    • PNG / JPG

    • CSV

    • Excel

    You can say things like:

    • ā€œFollow this PDF step-by-step.ā€

    • ā€œUse this file as a general reference.ā€

  4. Click ā€œGenerateā€
    Smart Import will build your checklist based on all the info provided.

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