Getting Started with Information Extractor
Learn the basics of extracting structured data from your documents in minutes.
Welcome to Information Extractor! This comprehensive guide will walk you through everything you need to know to start extracting structured information from your documents efficiently.
Step 1: Sign Up and Create an Organization
Begin by signing up for an account. Once registered, you'll create an organization. Organizations are the foundation of your workspace - they allow you to manage team members, documents, and extraction tools in one place. Each organization operates independently, making it perfect for managing different clients or departments.
Step 2: Upload Your Documents
Navigate to the Documents section and upload your files. We support multiple formats including PDFs, images (PNG, JPG). Whether you're working with invoices, bank statements, receipts, or forms, our system can handle them. You can upload files individually or in bulk.
Step 3: Use Prompt Studio
Go to Prompt Studio to start extracting data from your documents. You can choose documents from any project you've created. The best part? You have complete flexibility: use existing extraction templates that your team has already set up, or simply let the AI automatically find and extract all important information for you - no technical setup required!
Step 4: Setup Keys (Auto or Manual Mode)
Choose between Auto mode where AI automatically identifies fields, or Manual mode where you define each key with detailed descriptions. For critical documents, start with Manual mode to ensure accuracy. Add clear descriptions for each key to help the AI understand exactly what to extract. The great news? You can save your manual setup as a Tool and reuse it anytime - perfect for processing similar documents in the future without repeating the setup!
Step 5: Run Extraction and Check Results
Select the document you want to process and choose your extraction tool. Click 'Extract' and let our AI do the work. Within seconds, you'll see the extracted data in a structured format. Review the results for accuracy, then export as JSON for developers or as CSV/Excel for spreadsheet users. Results are saved and can be accessed anytime from the Results page.
Key Takeaway
That's it! You're now ready to automate your document processing workflow. Start with a few test documents to familiarize yourself with the system, then scale up to process hundreds of documents efficiently.
Ready to try Information Extractor?
Start extracting structured data from your documents today.
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