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Once a workflow is published, you can run it on documents to extract structured data.

Adding documents

Documents can be added to a workflow:
  • Manually - Upload through the interface
  • Via API - Send documents programmatically
  • Cloud storage - Connect to Google Drive or Microsoft SharePoint

Document statuses

Each document has a status that reflects its state:
StatusDescription
Not startedThe workflow has not been run on this document yet
In progressanyformat is currently processing the document
ProcessedThe document has been processed, but not yet reviewed
ValidatedAll extracted data has been reviewed and validated (shown in green)
ErrorThere was an error during processing (not counted toward usage)

Running extraction

To run extraction:
  1. Select documents that haven’t been processed
  2. Click Run to start extraction
  3. Wait for processing to complete
Processing time depends on:
  • Document size
  • Number of pages
  • Current system load

Viewing results

Once processed, you can view results in:

Table view

Review all extracted data across documents at once. One row per document, one column per field.

Page view

Review one document at a time with visual grounding linking fields to the source.

Exporting results

From the workflow view, you can download processed results in:
  • CSV - For spreadsheets and data analysis
  • Excel - For business users
  • JSON - For integrations and automation
You can export:
  • All documents at once
  • Selected documents
  • Individual documents (row-level export)

What’s next?