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Studio is the visual editor for a workflow. You add nodes to a canvas, connect them, and configure each one. You reach Studio by describing what you want to annie. She builds the workflow and opens it here. From there you take it further: sort documents by type, split a file that holds several documents, or check results against your own rules. Ask annie in the Chat tab, or edit the nodes yourself.

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Opening Studio

  • Create a new workflow: describe what you want to annie on the home screen. She builds the workflow and opens Studio. The conversation continues in the Chat tab.
  • On an existing workflow: open the workflow and click the Studio tab.

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The layout

Studio canvas Studio has three areas:
  • Operators, on the left. The palette of nodes you drag onto the canvas, in four sections: Intelligence, Logic, Alerts, and Annotations.
  • Canvas, in the center. Your workflow: the nodes and the connections between them.
  • Configuration panel, on the right. It opens when you click a node. Set the node up there: fields, categories, rules.

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Working with nodes

Add a node. Drag it from the Operators palette on the left onto the canvas. Every workflow needs a Parse node first. annie already puts one in the workflow she builds. Open and configure a node. Click a node on the canvas. Its configuration panel opens on the right: the fields for Extract, the categories for Classify, the rules for Split or Validate. Click empty canvas, or another node, to switch away. Move a node. Drag it around the canvas to keep things tidy. Position affects readability only. It does not change how the workflow runs. Remove a node. Hover over the node, click the ⋯ button in its corner, labelled Node options, then choose Remove.

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Working with connections

Connections set the order the nodes run in. The output of one node flows into the next. Make a connection. Drag from the small handle on the right edge of a node to the handle on the left edge of the next node. Drag from Parse to Extract, and the text Parse produces flows into Extract. Remove a connection. Hover over the connecting line and click the × button that appears on it.

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What can connect to what

Nodes connect only in ways that make sense, so you cannot build a broken workflow:
  • Parse is always the first node. Nothing connects into it, and a workflow holds one Parse.
  • Parse connects to Extract, Classify, Split, or Edit.
  • Classify and Split connect onward to Extract, one Extract per category or split rule, so each type is handled on its own.
  • Extract connects to Validate, If/Else, or an alert.
  • Validate connects onward to If/Else or an alert.
  • Knowledge covers the whole workflow and needs no connection.
  • Edit and the alerts are end nodes. Nothing connects out of them.
Each output connects to one next node. To feed several others, such as a different Extract per document type, use Classify, Split, or If/Else. They branch into one output per category, rule, or condition. Each node’s page lists what it connects to. See Nodes.

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Run and refine

Once your nodes are connected and configured, add a sample document and run it. Check the results and adjust until they look right. Nodes covers what each node does. Validate covers the rules you write.

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Common shapes

The same nodes arranged differently cover most needs: Parse alone, Parse into Extract, and Classify or Split in front of Extract when the pile holds more than one kind of document. Three shapes you will build draws each one.

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What’s next?

Nodes

What each node does and how to set it up

Verification & review

Review and verify the results your workflow produces