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The fastest way to create a workflow is to describe what you want to annie, anyformat’s AI assistant. She builds a Parse → Extract workflow and opens it in Studio. Refine it there by chatting with her, or by editing it yourself.
To build it by hand: every new workflow starts with annie, but she does not have to build the fields. Ask for a blank workflow: “Create an empty workflow, I’ll add the fields myself”. She hands you the same canvas in Studio to arrange and configure yourself.

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Describe it (from the home screen)

Start on the home screen, in the Create with annie chat box. Do three things there:
  • Describe the type of document you want to process
  • Explain what you want to extract
  • Upload a sample document by drag and drop, or click Add document
Provide both a description and a sample document. That gives annie the best starting point. Send your message. annie proposes a workflow and shows you a preview to approve. Once you accept, she opens it in Studio, and the conversation continues in the Chat tab.

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Refining in Studio

After annie builds the workflow, Studio opens with the document alongside it. Refine it either way:

Ask annie

Keep chatting in the Chat tab: “add a due date field”, “make total a decimal”, “split multi-invoice PDFs”. Ask her for field suggestions or better descriptions, then accept the changes you like.

Edit by hand

Click any node to open its configuration panel and edit fields directly: add, rename, retype, duplicate, or delete. Each field has a name, a type, and an instruction.
Nodes lists every node and how to configure it.

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Reviewing results

Add a sample document and run it. Processing starts automatically and takes seconds for a short document, a couple of minutes for a long one. Then check the results:
  • The document view shows each extracted value highlighted where it came from on the page. Click a field to jump to its source, or click the page to find the matching field.
  • The Markdown view shows whether parsing read the document correctly.
Adjust your fields and instructions, then run again until the results look right. Verification & review covers reviewing results at scale.

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Special field types

A couple of field types have extra setup:
  • Select / Multiselect: define the option names and descriptions.
  • Object (Subtable): define the subfields for each repeating row.
Field types has the full list and when to use each.

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What’s next?

Running Workflows

How to run workflows on documents

Verification & Review

Review and verify extracted data at scale