Ask Koncierge to Extract Information From a Document

Asks Koncierge to extract specific information from documents or text.

Overview

This procedure asks Koncierge to extract specific information from documents or text, or to perform tasks based on the provided content. It supports various response formats and can work with both text and visual document inputs. You can customize the extraction with specific rules, models, and formatting requirements.

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

Ask Koncierge to Extract Information from a Table is a foundational automation procedure. Review the comparison to determine whether ask koncierge procedures or extract procedures better suit your use case.

Syntax

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

ask koncierge for {the information}

What does it do?

Begins the request to Koncierge for extracting or processing information.

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 — Replace the information with what you want to extract.

the document

What does it do?

Specifies the document to process.

Where does it go?

Indented under ask koncierge for {the information} where.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — This line will prompt you to upload a document.

the task is "your-task"

What does it do?

Specifies the task for Koncierge to perform.

Where does it go?

Indented under ask koncierge for {the information} where.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — Replace your-task with the specific task description.

Example

the task is "Extract the invoice date"

the question is "your-question"

What does it do?

Specifies a question for Koncierge to answer.

Where does it go?

Indented under ask koncierge for {the information} where.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — Replace your-question with the question to be answered.

Example

the question is "What is the total amount?"

the message is "your-message"

What does it do?

Specifies a message for Koncierge to process.

Where does it go?

Indented under ask koncierge for {the information} where.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — Replace your-message with the message content.

Example

the message is "Summarize this document"

the response format is "response-format"

What does it do?

Specifies the desired format of the response.

Where does it go?

Indented under ask koncierge for {the information} where.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — Replace response-format with one of the following: string, text, date, table, list of texts, list of numbers, list of dates, list of records, structured data, json. The default is string.

Example

the response format is "date"

the rules are "your-rules"

What does it do?

Specifies rules to be followed during processing.

Where does it go?

Indented under ask koncierge for {the information} where.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — Replace your-rules with specific rules or guidelines.

Example

the rules are "Extract only the first occurrence"

the creativity is x

What does it do?

Adjusts the creativity of the response.

Where does it go?

Indented under ask koncierge for {the information} where.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — Replace x with a number between 0.0 and 1.0. Higher values produce more creative responses.

Example

the creativity is 0.5

the openai model is "openai-model"

What does it do?

Specifies the OpenAI model to use.

Where does it go?

Indented under ask koncierge for {the information} where.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — Replace openai-model with the name of an OpenAI model to use. The default is gpt-4o.

Example

the openai model is "gpt-4o"

the gemini model is "gemini-model"

What does it do?

Specifies the Gemini model to use.

Where does it go?

Indented under ask koncierge for {the information} where.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — Replace gemini-model with the name of the Gemini model to use. The default is gemini-2.5-pro.

Example

the gemini model is "gemini-2.0-flash"

the system command is "system-command"

What does it do?

Provides system-level instructions to influence the response.

Where does it go?

Indented under ask koncierge for {the information} where.

Is it required?

❌ No — This phrase is optional.

Does it require data?

✅ Yes — Replace system-command with specific system instructions.

Example

the system command is "You are an expert invoice processor"

Examples

1. Extract Invoice Date

get the document
ask koncierge for the invoice date where
    the document
    the task is "Extract the invoice date"
    the response format is "date"

2. Extract with Custom Model and Rules

get the document
ask koncierge for the total amount where
    the document
    the openai model is "gpt-4o"
    the system command is "You are an expert invoice processor"
    the task is "Extract the total amount"
    the response format is "number"

3. Ask for Weather Forecast

ask koncierge for the weather forecast where
    the creativity is 0.5

4. Generate Content

ask koncierge for a joke where
    the openai model is "gpt-4o"
    the creativity is 0.8