Workflows

Workflows let you automatically extract structured data from documents using AI. Define what data you need, upload documents, and get structured results.

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Create an Extraction Template

Start with a template. A template tells EmberQA what fields to extract from each document.

1. Open Extraction Templates
2. Click Create New Template
3. Enter a template name
4. Add the properties you want extracted
5. Save the template

Use clear property descriptions. The description is the instruction the AI uses when deciding what value to return.

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Choose Property Types

Use Extract Text when the answer should be copied or summarized from the document, such as a customer name, invoice number, contract date, or total amount. Use Select One when the answer should be one of a fixed set of choices. For each option, provide the returned value and a short description of when to choose it. Good Select One fields include document status, document type, priority, or approval outcome.

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Submit Documents

Documents can be submitted from the Upload page or through the Workflow API. When submitting from the app, select an extraction template and enter a workflow run ID. The run ID is a human-readable name for the batch, such as January-2025-Insurance-Review. You can optionally associate the workflow batch with an agent.

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Review Workflow Runs

Open Workflow Runs to track submitted documents. Use filters when you need to find a specific run by status, extraction template, or filename. Status helps separate documents that are still pending or processing from completed or failed runs. Click a run to review the extracted data, AI reasoning, metadata, associated agent, and any failure reason. If the workflow included supporting documents, they are available from the same detail view.

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Update a Template

1. Find the template in the list
2. Click Edit
3. Make your changes
4. Click Save

Use View when you only need to inspect a template without changing it.