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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Workflows Overview

The Workflows page has two tabs:

1. Workflow Runs - See all documents that have been processed
2. Extraction Templates - Create and manage extraction templates

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Workflow Runs Tab

This tab shows all documents submitted for data extraction.

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Table Columns

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Filtering Workflow Runs

Click the Filters section to expand it. Available filters: After setting filters, click Apply Filters. Use Clear All to reset.

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Viewing Run Details

Click any row to open the detail popup. The popup shows: Basic Information

• Filename
• Extraction Template used
• Created timestamp

Failure Reason (if applicable)

• If the extraction failed, you’ll see the error message explaining why

Metadata

• Any custom metadata attached to the document (shown as key-value pairs)

Extracted Data

• A table showing each property defined in the template
• For each property: the extracted value and the AI’s reasoning for that extraction
• If extraction is still in progress, you’ll see a “Data extraction is in progress…” message

Supporting Documents

• If the workflow included supporting documents, you can view them here

Use the Previous/Next buttons to navigate between workflow runs.

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Extraction Templates Tab

Extraction templates define what data to pull from your documents. Think of them as forms that the AI fills out by reading your documents.

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Template List

The list shows all your extraction templates with:

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Creating a New Template

1. Click Create New Template
2. Enter a Template Name
3. Add Properties - these are the fields you want to extract

For each property, you’ll define:

• Property Name - The field name (e.g., “invoice_number”, “customer_name”)
• Description - Instructions telling the AI what to look for
• Type - Either:
  • Extract Text - AI extracts free-form text
  • Select One - AI picks from predefined options you provide

4. Click Save when done

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Property Types Explained

Extract Text Use this when you want the AI to find and extract text from the document. Examples:

• Customer name
• Invoice number
• Contract date
• Total amount

Select One Use this when the answer should be one of a fixed set of options. For each option, provide:

• Option Key - The value that will be returned (e.g., “approved”)
• Option Value - Description of when to select this option (e.g., “Document shows approval signature”)

Examples:

• Status: Approved, Denied, Pending
• Document Type: Invoice, Quote, Receipt
• Priority: High, Medium, Low

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Editing Templates

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

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Viewing Template Details

Click View on any template to see its full configuration without entering edit mode.

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Submitting Documents for Extraction

Documents can be submitted via:

• Bulk Upload page - Manual upload through the UI
• API - Programmatic submission (see Workflow API)

When submitting, you’ll select which Extraction Template to use. The AI will then process the document and extract data according to that template’s properties.