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.

1. Give your extraction a name

2. 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