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Extract Structured Data - Quick Start

Turn any documents into organized data tables. Extract invoices, receipts, forms into structured information.

What is Structured Data Extraction?

Instead of just converting text, extract specific information into organized tables:

Before (OCR): Raw text document
After (Structured): Organized data table with columns and rows

Examples

Invoice → Data Table:

Item NameQuantityPriceTotal
Office Chair2$150$300
Desk Lamp1$75$75

Receipt → Expense Data:

DateMerchantCategoryAmount
2024-01-15StarbucksFood$12.50

Quick Start Guide

AI-Powered (Recommended)

Perfect for beginners

  1. Upload 1-2 sample documents
  2. Describe what data you want: "Extract item names, quantities, and prices from invoices"
  3. AI creates the schema automatically
  4. Review and adjust if needed

Example prompt:

"Extract customer name, invoice date, line items with descriptions and amounts, and total from these invoices"

Templates

Quick setup for common documents

Choose from pre-built schemas:

  • Invoice Template - Items, quantities, prices, totals
  • Receipt Template - Date, merchant, amount, category
  • Form Template - Name, email, phone, address
  • Business Card - Name, title, company, contact info

Manual Design

Full control for custom needs

Use the visual schema editor:

  • Add fields with drag-and-drop
  • Set field types (text, number, date)
  • Configure validation rules
  • Preview with sample data

Use Cases

Business Applications

Accounting & Finance:

  • Invoice processing
  • Expense report automation
  • Receipt digitization
  • Tax document organization

HR & Administration:

  • Resume parsing
  • Form processing
  • Document archiving
  • Contact management

E-commerce:

  • Product catalog creation
  • Inventory management
  • Order processing
  • Customer data extraction

Industry Examples

Restaurants:

Receipt → Expense Tracking
Date | Vendor | Category | Amount | Tax
 

Real Estate:

Property Docs → Listing Data
Address | Bedrooms | Price | Features
 

Healthcare:

Forms → Patient Records
Name | DOB | Insurance | Conditions
 

Processing Workflow

Step-by-Step Process

  1. Project Setup (one-time)

    • Create project
    • Design or choose schema
    • Test with sample documents
  2. Document Upload

    • Drag and drop files
    • Batch upload supported
    • Multiple formats (PDF, images)
  3. AI Extraction

    • Automatic data extraction
    • Schema-based field mapping
    • Confidence scoring
  4. Review & Edit

    • Check extracted data
    • Correct any errors
    • Validate completeness
  5. Export & Use

    • Download as CSV/Excel/JSON
    • API access for integrations
    • Connect to business systems

How many credits will I need?

Structured extraction costs:

  • Schema creation: 0.5 credits per page (one-time)
  • Schema updates: 0.1 credits per change/pre page
  • Data extraction: 1 credit per page processed

Example:

  • Create invoice schema with 2 sample pages = 1 credits
  • Update schema created above 3 times to meet your needs = 0.6 credits
  • Then you process 100 invoices = 100 credits
  • Total = 101.6 credits

Best Practices

Schema Design Tips

  • Let AI design your schema - Describe what you want to extract. And then refine the schema based on the results.
  • Use clear names - Use terms from your documents, e.g., "Invoice Date" not "Date1"
  • Set proper types - Number for amounts, Date for dates
  • Test thoroughly - Test with sample documents before processing a batch of documents.
  • Reuse schema - You can reuse the schema that you created for the same type of documents in different projects.

Document Preparation

  • Good quality - Clear, high-resolution scans.
  • Complete documents - Include all relevant sections you wanna extract.

Quality Control

  • Review extractions - Check first few documents carefully.
  • Refine schema - Adjust based on results.

Next Steps

Ready to extract structured data?

Create your first project

Create your first project and start extracting data.

Learn AI schema design

Learn how to design your schema using AI.

Explore templates

Explore pre-built templates for common document types.

Upload and process files

Upload and process your files.


Transform your documents into actionable data! Start your first project now.

On This Page

  • What is Structured Data Extraction?
  • Examples
  • Quick Start Guide
  • AI-Powered (Recommended)
  • Templates
  • Manual Design
  • Use Cases
  • Business Applications
  • Industry Examples
  • Processing Workflow
  • Step-by-Step Process
  • How many credits will I need?
  • Best Practices
  • Schema Design Tips
  • Document Preparation
  • Quality Control
  • Next Steps