Upload and extract

This guide walks you through the complete flow: creating a workflow, configuring its extraction workflow, uploading a document, and retrieving the results.

Overview

The basic extraction flow is:

Create a workflow with an extraction workflow
Upload a document (via dashboard, email, or API)
The workflow processes the document and extracts data
Receive results via callback webhook or view them in the UI

Step 1: Create a workflow

Go to the Workflows page and click New Workflow. Give it a descriptive name like “Invoice Extraction”.

Step 2: Build the workflow

In the Workflow tab, add these nodes:

Upload trigger: to accept documents from the UI
Extract action: configure with a schema defining the fields you want
Callback output: to receive results at a webhook URL

Connect them in sequence and click Save.

Example schema

For invoice extraction, you might define:

{
  "fields": [
    { "name": "vendor_name", "type": "string", "description": "Name of the vendor or supplier" },
    { "name": "invoice_number", "type": "string", "description": "Invoice or receipt number" },
    { "name": "invoice_date", "type": "date", "description": "Date the invoice was issued" },
    { "name": "total_amount", "type": "number", "description": "Total amount due" },
    { "name": "currency", "type": "string", "description": "Currency code (e.g., USD, EUR)" },
    {
      "name": "line_items",
      "type": "array",
      "description": "Individual line items on the invoice",
      "items": [
        { "name": "description", "type": "string" },
        { "name": "quantity", "type": "number" },
        { "name": "unit_price", "type": "number" },
        { "name": "amount", "type": "number" }
      ]
    }
  ]
}

Step 3: Activate and upload

Click Activate to enable the workflow, then go to the Documents tab and upload a document.

Step 4: View results

Navigate to the Runs page to see the processing results. Click the run to inspect each step’s output, including the extracted data.

Using the API

You can also upload documents programmatically using the webhook trigger. First, add a Webhook trigger node to your workflow and create an API key. The response includes the document’s ID and status: queued when a run has started, or held when the trigger’s Run automatically setting is off and the document is held instead. Configure a callback output to receive results automatically when processing completes. See the webhook trigger guide for detailed API examples.

Getting started

Learn

Guides

Reference

Administration

Upload and extract

Overview

Step 1: Create a workflow

Step 2: Build the workflow

Example schema

Step 3: Activate and upload

Step 4: View results

Using the API

​Overview

​Step 1: Create a workflow

​Step 2: Build the workflow

​Example schema

​Step 3: Activate and upload

​Step 4: View results

​Using the API

Overview

Step 1: Create a workflow

Step 2: Build the workflow

Example schema

Step 3: Activate and upload

Step 4: View results

Using the API