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annie is anyformat’s AI assistant, and the fastest way to get work done. Instead of assembling steps or defining fields by hand, you tell her what you want in plain language and she builds it, runs your documents, and helps you improve the results. This guide covers how to work 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 (drag and drop, or Add document) so annie can see 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, with the conversation continuing in the Chat tab so you can keep refining.
Give annie both a description and a sample document. The sample lets her match your real field names and catch things 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 don’t need to know anyformat’s internal steps — just 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

Once you’re in Studio, keep working with annie in the Chat tab — or edit steps by hand. Things you can 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.” annie is the expert — 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 structural changes — 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. For reviewing results at scale, see Verification & review.

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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 (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 actually help.
Running documents and measured accuracy improvements use credits — annie tells you when an action has a cost. See How credits work.

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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. See the SDKs for 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, step by step

Creating Workflows

The end-to-end creation walkthrough

Verification & review

Review and verify results at scale