Document and Image Extractions
Getting Started
Create a Document and Image Extraction by going to the AI tab of your account and clicking Create Extraction.
Give your extraction a name
Select Documents & Images as the format
Query Types
Use AI-driven natural language to query your documents for information.
Single Value
Returns a single value that matches the query.
Configuration Fields:
Entity (Required) - The name of the value you want to extract
Details (Optional) - Additional information that can help describe the value in the document or image
Save To (Optional) - The field the extracted value will be saved to
Optional Settings:
Format - Specify the expected format of the data. Defaults to Free-Form which allows you to specify custom examples
Examples - Provide sample values to guide the AI extraction process
Rules - Define validation checks or data transformations (e.g., "Return the date as YYYY-MM-DD")
Advanced Settings:
Page Filter - Control which pages are processed for this specific query:
Filter - Text field that creates entries when you press Enter. Specify words or expressions that must appear on a page
Exclude - Text field that creates entries when you press Enter. Enter words or expressions that cannot appear on a page
Start Page - Set the starting page number for extraction
End Page - Set the ending page number for extraction
Custom AI Page Filter Query - Advanced natural language filtering for complex page selection criteria
Save File Name - When enabled, saves the name of the source file where the value was extracted from
Multiple or Related Values
Returns groups of values that match the query.
Configuration Fields:
Multiple Occurrences (Toggle) - Enabled by default. Allows the AI to return multiple values from the document or image. If disabled, the AI will only return a single group of entities
Query Details (Optional) - Additional information that can help describe the entire group of entities
Entity (Required) - The name of the value you want to extract
Details (Optional) - Additional information that can help describe the value in the document or image
Save To (Optional) - The field the extracted value will be saved to
You can add multiple entities to a single query using the Add Entity button.
Optional Settings:
Format - Specify the expected format of the data. Defaults to Free-Form which allows you to specify custom examples
Examples - Provide sample values to guide the AI extraction process
Required (Toggle) - When enabled, if the AI doesn't find a value for the required entity, it won't return the group of entities
Unique (Toggle) - If the AI determines the entity has already been extracted, it won't return duplicate groups of entities
Rules - Define validation checks or data transformations for the extracted values
Advanced Settings:
Group Name - Specify a custom name for the group of entities (e.g., "Stocks")
Page Filter - Control which pages are processed for this specific query:
Filter - Text field that creates entries when you press Enter. Specify words or expressions that must appear on a page
Exclude - Text field that creates entries when you press Enter. Enter words or expressions that cannot appear on a page
Start Page - Set the starting page number for extraction
End Page - Set the ending page number for extraction
Custom AI Page Filter Query - Advanced natural language filtering for complex page selection criteria
Save File Name - When enabled, saves the name of the source file where the value was extracted from
Yes or No
Returns Yes or No based on the query.
Configuration Fields:
Entity (Required) - The name of the value you want to extract
Details (Optional) - Additional information that can help describe the value in the document or image
Save To (Optional) - The field the extracted value will be saved to
Advanced Settings:
Page Filter - Control which pages are processed for this specific query:
Filter - Text field that creates entries when you press Enter. Specify words or expressions that must appear on a page
Exclude - Text field that creates entries when you press Enter. Enter words or expressions that cannot appear on a page
Start Page - Set the starting page number for extraction
End Page - Set the ending page number for extraction
Custom AI Page Filter Query - Advanced natural language filtering for complex page selection criteria
Save File Name - When enabled, saves the name of the source file where the value was extracted from
Page Numbers
Returns the page numbers that are relevant to the query.
Configuration Fields:
Entity (Required) - The name of the value you want to extract
Details (Optional) - Additional information that can help describe the value in the document or image
Save To (Optional) - The field the extracted value will be saved to
Advanced Settings:
Save File Name - When enabled, saves the name of the source file where the value was extracted from
Managing Queries
Use the Add Query button to create additional extraction queries
Each query can be expanded or collapsed using the arrow controls
Use the trash icon to delete unwanted queries
Queries can be reordered using the drag handles
Each query has its own Optional Settings and Advanced Settings that apply only to that specific query
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