Redact a Document

Redacts portions of a document based on specified rules.

Overview

This procedure redacts sensitive information from a document based on specified rules. It uses LLM analysis to identify content that matches the redaction criteria and creates a new document with the identified content blacked out or removed.

Make sure to add the Document Processing Book to your agent before using this automation procedure.

Syntax

Below is a line-by-line overview of the automation syntax. Expand each line to learn more.

redact the document where

What does it do?

Begins the document redaction process.

Where does it go?

This phrase should be written on a new line.

Is it required?

✅ Yes — This phrase is required.

Does it require data?

✅ Yes — A reference to the document must be previously defined in the automation.

the rule is "redaction-rule"

What does it do?

Specifies the criteria for what content should be redacted.

Where does it go?

Indented under redact the document where.

Is it required?

✅ Yes — This phrase is required.

Does it require data?

✅ Yes — Replace redaction-rule with a text description of what to redact.

Example

the rule is "redact all social security numbers"

Examples

1. Redact Social Security Numbers

This example redacts all social security numbers from the document.

get the file as a scanned document
redact the document where
    the rule is "redact all social security numbers"

2. Redact Specific Transaction Types

This example redacts transactions except for specific vendors from the document.

get the file as a scanned document
redact the document where
    the rule is "redact all transactions except those containing 'Uber' or 'Starbucks'"

3. Redact Personal Information

This example redacts names, addresses, and phone numbers from a document.

get the file as a scanned document
redact the document where
    the rule is "redact all names, addresses, and phone numbers"