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annie is anyformat’s AI assistant, and the fastest way to get work done. Instead of assembling nodes or defining fields by hand, you tell her what you want in plain language. She builds it, runs your documents, and improves the results. This guide covers working with her day to day.

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Start a workflow

1

Describe what you want

On the home screen, type your request in the Create with annie chat: the document type and the data you want out of it. Attach a sample document by drag and drop, or with Add document, so annie sees the real layout.
“Read supplier invoices and pull out the invoice number, date, supplier, and line items.”
2

Approve her proposal

annie proposes a workflow and shows a preview to approve. Check the fields and types, then accept.
3

Continue in Studio

She opens the new workflow in Studio. The conversation continues in the Chat tab, so you keep refining.
Give annie both a description and a sample document. The sample lets her match your real field names and catch what a description alone would miss.

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Write good requests

annie does best with specific, concrete asks:
  • Name the document type: “supplier invoices”, “candidate resumes”, “bank statements”.
  • List the data you want: “invoice number, issue date, total including tax, and line items”.
  • Mention how it should behave: “the total is a decimal”, “there may be several invoices in one PDF”, “flag documents that are expired”.
You do not need to know anyformat’s node types. Describe the outcome, and annie chooses whether to sort by type, split a bundle, or add a check.

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Refine in Studio

In Studio, keep working with annie in the Chat tab, or edit nodes by hand. Things to ask:

Adjust fields

“Add a due date field.” · “Make total a decimal.” · “Rename ref to purchase_order.”

Ask for suggestions

“What else should I extract from these?” · “Write a better description for this field.” Accept the ideas you like.

Handle harder documents

“Classify these by document type.” · “Split PDFs that contain several invoices.” · “Add a rule that subtotal + tax equals total.”

Enrich values

“Match the supplier name against my vendor list and return the supplier code.” See Smart Lookup.
annie shows a preview before applying a structural change. Nothing changes until you approve it.

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Run documents and read results

Ask annie to run documents and report back:
  • “Run these three invoices and show me the totals.”
  • “Which fields came back with low confidence?”
She runs the documents, returns the extracted values, and flags anything low-confidence so you know what to review. Verification & review covers reviewing results at scale.

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Improve accuracy

When accuracy matters, give annie examples of the correct answers and let her tune the workflow:
1

Record the correct values

Tell annie the right answers for a few documents, called ground truth, or mark them in the results.
2

Ask her to improve

“Improve this workflow’s accuracy.” annie re-runs your examples, measures accuracy, and keeps only the changes that help.
Running documents and measuring accuracy improvements use credits. annie tells you when an action has a cost. How credits work has the numbers.

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Get integration code

When your workflow is ready to call from your own app, ask annie for the code:
“Give me a Python script to run this workflow on a PDF.”
She generates a ready-to-run Python, JavaScript, or curl script, wired to your real workflow and field names. The SDKs hold the full reference.

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What’s next?

annie

What annie is and everything she can do

Using Studio

Edit the workflow annie builds, node by node

Creating Workflows

The end-to-end creation walkthrough

Verification & review

Review and verify results at scale