Managing pipelines

Documentation Index

Fetch the complete documentation index at: https://docs.ingestly.ai/llms.txt

Use this file to discover all available pages before exploring further.

The Pipelines page is your starting point in Ingestly. It shows all pipelines in the currently selected workspace, organized by pipeline group. Switch workspaces using the sidebar dropdown to see pipelines in a different workspace.

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Creating a pipeline

1. Click New Pipeline
2. Enter a name for your pipeline
3. Optionally add a description
4. Optionally assign the pipeline to an existing pipeline group
5. Click Create Pipeline

Your new pipeline opens to the detail page where you can configure it in the editor and start uploading documents.

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Pipeline groups

Pipeline groups help you organize related pipelines. Each group has a name and a color that appears next to its pipelines on the Pipelines page.

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Creating a group

1. Click New Group on the Pipelines page
2. Enter a name
3. Pick a color
4. Click Create Group

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Organizing pipelines

• Move a pipeline: open the pipeline’s context menu and choose Move to group, then pick the destination group
• Reorder groups: drag a group header to change its position on the page
• Edit or delete: open the group menu to rename it, change its color, or delete it. Deleting a group leaves its pipelines in place; they move back to the ungrouped section

Pipeline groups are scoped to the current workspace. Switching workspaces shows a different set of groups.

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Duplicating a pipeline

Use Duplicate from a pipeline’s context menu to create a copy with the same configuration. The new pipeline starts deactivated and in Test mode so you can adjust it before it accepts live documents. If the source pipeline belongs to a group, the duplicate joins the same group.

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Pipeline detail page

Click any pipeline to open its detail page. The main content area shows the documents list, all documents uploaded to this pipeline with their processing status. The documents table includes the following columns: Above the documents table you’ll find Sort and Filter controls, along with a View toggle to show or hide columns.

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Action buttons

The top-right corner of the pipeline detail page has four action buttons:

• Upload: open the upload dialog to add new documents to this pipeline
• Pipeline: open the pipeline editor to build and configure the workflow
• Runs: view all runs for this pipeline
• Update: rename the pipeline, update its description, view its email address, configure retention, and change its status

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Feedback loop

The feedback loop is an opt-in, per-pipeline feature that improves extraction accuracy over time. When enabled, corrections that reviewers make during review tasks are collected as training signals. Ingestly uses these corrections to refine future extractions for the same pipeline. To configure the feedback loop, open a pipeline’s Update dialog and click Feedback Loop. The dialog lets you enable or disable the feature and set a PII handling mode that controls whether personal data in corrections is retained or anonymized before it is stored.

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Pipeline actions

From the pipelines list or detail page, you can:

• Activate: enable the pipeline to accept documents and run
• Pause: pause the pipeline without deleting it. Paused pipelines do not accept new documents or trigger runs
• Delete: permanently remove the pipeline and all its data