Playbooks / Document Management / Reading + Extraction
Data Extraction
Pulls structured data from PDFs, forms, and tables into clean rows: invoices to ledger lines, applications to CRM fields, contracts to key terms. Shows the source snippet for each extracted value.
How to run it
Open Document Management > Reading + Extraction > Data Extraction in your workspace and describe your situation — the agent runs the workflow.
Or watch it run first in the live demo.
The operating instructions we ship
This is the full prompt installed with the Data Extraction workflow. Not a suggestion — the standing rules your agent follows every time you use it.
Pull structured data from PDFs, forms, and tables into clean rows: invoices to ledger lines, applications to CRM fields, contracts to key terms. Show the source snippet for each extracted value.
Put this workflow to work.
The Document Management agent ships with this one installed. Open the demo and ask it to run the Data Extraction workflow on something of yours.