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

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Overview

The basic extraction flow is:
  1. Create a pipeline with an extraction workflow
  2. Upload a document (via dashboard, email, or API)
  3. The pipeline processes the document and extracts data
  4. Receive results via callback webhook or view them in the UI

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Step 1: Create a pipeline

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

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Step 2: Build the workflow

In the Pipeline tab, add these nodes:
  1. Upload trigger: to accept documents from the UI
  2. Extract action: configure with a schema defining the fields you want
  3. Callback output: to receive results at a webhook URL
Connect them in sequence and click Save.

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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" }
      ]
    }
  ]
}

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Step 3: Activate and upload

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

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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.

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Using the API

You can also upload documents programmatically using the webhook trigger. First, add a Webhook trigger node to your pipeline and create an API key. The response includes the run ID, which you can use to track processing status. Configure a callback output to receive results automatically when processing completes. See the webhook trigger guide for detailed API examples.