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.

Learn more about handling exceptions in Kognitos with our exception handling guide.