Creating Workflows

This section explains the standard workflow creation flow. You can create workflows:

• From scratch
• From document templates

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Creating a workflow from scratch

The easiest way to start is from the home. On the home screen, you’ll find a text box similar to a chat interface. Here, you can:

• Describe the type of document you want to parse
• Explain what you want to extract
• Upload documents

You can upload documents by:

• Dragging and dropping
• Clicking Add document

Once ready, send the prompt to start the creation process.

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The workflow lifecycle

Every workflow goes through three steps: You always move in this order.

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Step 1: Define

This is where you define what data you want.

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The workspace layout

During definition, the screen is split into two areas:

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AI suggestions

Suggestions are generated based on:

• The prompt
• The document
• Or both

You can:

• Add suggested fields
• Edit them later
• Ignore them completely

Suggestions are optional helpers.

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Adding fields manually

To add a field:

1. Click New field
2. Choose:
   • Field name
   • Field type (see Field types)
   • Instructions (or let AI generate them from the name)

You can also:

• Duplicate fields
• Delete fields (from the three-dot menu on the field card)

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Special field types

For some field types:

• Select / Multiselect - define option names and descriptions
• Object (Subtable) - define subfields

When editing a field:

• Click the field
• View its properties in the card preview
• See options or subfields directly

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Before moving on

Before continuing:

• Make sure all fields are saved
• You can edit fields later, but saving now avoids issues

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Step 2: Refine

This step is about checking and improving quality.

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Running the workflow

• Processing runs automatically
• It may take a few moments to complete

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Reviewing results

You can review results using:

• The document view
• The Markdown representation

Markdown helps verify that parsing worked correctly.

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Visual grounding

Each extracted field is linked to its location in the document:

• Highlighted in a single color in the document viewer
• Clicking a field highlights it in the document — and clicking an area in the document highlights the corresponding field

This helps you understand where values came from.

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Step 3: Publish

Once you’ve reviewed the results and they look correct:

• You can publish the workflow

After publishing:

• Upload additional documents
• Apply the workflow at scale
• Start generating data

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After publishing

Published workflows:

• Appear in the home
• Appear in the Workflows section
• Can be reused and run multiple times

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What’s next?