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Follow these steps to create a pipeline, build a simple workflow, and extract structured data from a document.

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Prerequisites

Ingestly is currently in private beta. If you don’t have an account yet, request access at ingestly.ai/beta. Once your invite is approved you’ll receive an email with a link to complete signup.
1

Sign up and log in

Go to ingestly.ai and create your account. After signing in, you land on the Dashboard. Click Pipelines in the sidebar to continue.
2

Create your first pipeline

Click New Pipeline and enter a name (for example, “Invoice Extraction”). A pipeline is the named workflow that holds your configuration, uploaded documents, and processing runs.
3

Build the workflow

Navigate to the Pipeline tab inside your new pipeline. The visual editor opens with an empty canvas.Add these three nodes to create a basic extraction pipeline:
  1. Upload trigger: accepts document uploads
  2. Extract action: uses AI to extract structured data from the document. Configure a schema with the fields you want to extract (for example: vendor_name, invoice_number, total_amount).
  3. Download output: makes the extracted data available as a structured JSON file you can download once the run completes
Connect the nodes in order: Upload Trigger → Extract Action → Download Output.Click Save to save your pipeline, then Activate to enable it.
4

Upload a document

Inside your pipeline, click Upload. In the upload dialog, drag and drop a document or click to browse. Ingestly supports PDF, JPEG, PNG, TIFF, and HEIC formats.Once uploaded, a run starts automatically. You can watch the progress in real time.
5

View results

Click the Runs tab inside your pipeline. Click on a run row to open its detail page, which shows each step in your pipeline, its status, and the extracted data.Once the run completes, use the Download output step on the run detail page to download the structured result as a JSON file.

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Next steps

Build your first pipeline

Learn more about the visual pipeline editor and all available node types

Core concepts

Understand pipelines, runs, and review tasks in depth

Schema design

Design effective extraction schemas for your documents

API access

Trigger pipelines programmatically via the HTTP API