LogoLogo
About
  • Home
  • Guides
  • BDK
  • REST API
  • Release Notes
  • Airtable
    • Fetching Airtable Data
  • AWS S3
    • Listing Files
    • Retrieving Files
    • Uploading Files
    • Uploading CSV
    • Uploading Strings
    • Deleting Files
    • Deleting CSV
  • Azure Blob Storage
    • Uploading Files
    • Retrieving Files
  • Azure Service Bus
    • Sending Messages to Azure Service Bus Queue
    • Receiving Messages from Azure Service Bus Queue
  • Azure Translate
    • Translating A Document
  • Database
    • Retrieving Database Records
    • Updating Database Records
    • Creating Database Records
    • Deleting Database Records
  • Document Processing
    • Document Processing: Workflow Patterns and Best Practices
    • Document Processing with OCR
    • Extract Data from a Document
    • Extract Pages from a Document
    • Extract Tables from a Document
    • Extract a Subdocument
    • Extract Subdocuments
    • Getting Fields from a Document
    • Getting Tables from a Document
  • Google Cloud Storage
    • Dumping Files to Google Cloud Storage
    • Purging Files from Google Cloud Storage
    • Dumping CSVs to Google Cloud Storage
    • Purging CSVs from Google Cloud Storage
    • Enriching Questions
  • HTML
    • Extracting Tables from HTML
  • HTTP
    • GET Request
    • POST Request
    • DELETE Request
    • PATCH Request
    • PUT Request
    • HEAD Request
  • Hubspot
    • Fetching Data from Hubspot
  • Microsoft Excel
    • Opening Excel Files
    • Converting a File to Excel Format
    • Getting a Table from Excel
    • Converting Tables to Excel Workbooks
    • Renaming Excel Files
    • Creating a Merged Spreadsheet from Multiple Files
    • Getting an Excel Worksheet's Row
    • Getting an Excel Worksheet's Row's Cell
    • Getting an Excel Worksheet Cell's Column Label
    • Setting an Excel Worksheet Cell to a String
    • Getting an Excel Worksheet's Changelog
    • Apply Changelogs to an Excel Worksheet
    • Saving An Excel Worksheet
  • Microsoft Outlook
    • Email Operations
    • Getting Schedules
    • Moving Emails
  • Microsoft Power BI
    • Working with Power BI Objects
  • Microsoft SharePoint
    • Retrieving SharePoint Items
    • Uploading a File to SharePoint
    • Converting Data to SharePoint String
    • Moving a File to a Folder
    • Deleting a Folder
    • Getting a Folder
    • Uploading a String to a Folder
    • Creating and Retrieving a Folder
    • Deleting a File
  • Oracle Cloud Fusion
    • Fetching Data from Oracle Cloud Fusion
    • Adding New Records
    • Updating Records
    • Deleting Oracle Fusion Objects
    • Managing Attachments
    • Downloading Files from Oracle Fusion Objects
  • Paycom
    • Working with Employee Details
    • Managing Punch Entries
  • Salesforce
    • Working with Salesforce Objects
    • Submitting Sales Objects for Approval
    • Creating Salesforce Reports
    • File Management
  • Servicenow
    • Retrieving Data
    • Manipulating Data
  • Slack
    • Sending Slack Messages
    • Reading Slack Messages
  • Stripe Pay
    • Fetch Data from Stripe
    • Add New Records
    • Working with Invoices
    • Deleting Objects from Stripe
  • Zendesk
    • Creating a Ticket
    • Updating a Ticket
    • Assigning a Ticket
    • Deleting a Ticket
    • Getting a Ticket
Powered by GitBook
On this page
  • Syntax
  • Inputs
  • Examples
  • Video Demonstration
  • What if Multiple Fields Share the Same Name?
  • Don't Worry About Field Name Formats
  • Handling Extraction Failures

Was this helpful?

Export as PDF
  1. Document Processing

Getting Fields from a Document

Learn how to extract fields from a document.

Syntax

To extract fields from a document:

get the document's {field}
get the file's {field}

Inputs

  1. field:

    • The item from the document you wish to extract.

    • Example: invoice number, id, name, date of birth, supplier name

Examples

get the document's invoice number
get the document's tax id
get the file's supplier name

Don't Forget the!

When writing your statements, remember to include the the keyword, as it's necessary to introduce a new field in your automation.

Video Demonstration

The video showcases how Kognitos simplifies extracting structured data from scanned documents using advanced document processing capabilities. By leveraging AI and tools like Amazon Textract, users can flexibly retrieve specific values, tables, or other data points with natural language commands.

What if Multiple Fields Share the Same Name?

If a document contains multiple fields with the same name, Kognitos will raise a Question prompting the user to select which value to use for an extracted field.

Example

Consider a document with the following information:

Customer Name: John Doe Address: 1234 Elm Street Address: 5678 Oak Avenue

If your automation is written like this:

the document
get the document's address

Kognitos will raise a Question: Multiple values found for address, please pick one. To respond, you can select Pick selected value from the drop-down menu and choose the desired address to use.

To avoid this prompt, use relative indicators like first, second, or last to specify which value to use:

get the document's first address
get the document's last address

For added clarity, you can also rename the fields:

get the document's first address as the home address
get the document's last address as the business address

Don't Worry About Field Name Formats

Kognitos is flexible about extracting specific fields. For example, if a document contains a field called Trailer No., you can extract it by writing:

get the document's trailer number

Even though the field in the document may be labeled Trailer No., the automation recognizes and understands variations in naming, allowing you to refer to it as trailer number.

Handling Extraction Failures

The automation may sometimes fail to extract a field from a document. This can happen if a field does not exist or is unable to be found. In these cases, Kognitos will raise a Question asking you to Please provide the field. Below is a table outlining the available resolution options.

Resolution Options
Description

Write in answer

Manually enter a value for the requested field.

Upload files

Upload a file for the required field.

No value

Indicate that no value is needed at this time.

Skip this step

Skip the field extraction step.

Compute an answer

Open a Mini-Playground to test operations without affecting the main run.

Retry

Retry the failed automation step, useful for issues like timeouts or slow APIs.

Retry after an interval

Re-run the automation after a set period of time.

Last updated 1 month ago

Was this helpful?

Learn more about handling exceptions in Kognitos with our

exception handling guide.