Extraction Workflows & Best Practices

Best practices for the document extraction workflow: upload, detection, schema review, and extraction.

Upload step

Group similar documents into a single workflow. The schema you train on one batch transfers to the next, so the more consistent your input, the less prompt-tuning you need.

Detection step

AI Detection runs the classifier and proposes a schema. Always review before accepting — the classifier is good but not infallible, especially for unusual document layouts.

Edit step

On the Review Schema panel, drag fields to reorder, mark fields as required, and write field descriptions. Descriptions are used as part of the extraction prompt — be specific.

Extract step

Extraction runs each field independently. Bounding boxes are detected in a separate fire-and-forget call so the UI stays responsive.