Extracting Fields from a Document
Learn how to extract fields from a document.
Syntax
To extract fields from a document:
Inputs
field:The item from the document you wish to extract.
Example:
invoice number,id,name,date of birth,supplier name
Examples
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:
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:
For added clarity, you can also rename the fields:
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:
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.
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.
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