Extract Data from Files Step

The Extract Data from Files step uses AI to read uploaded documents and pull out specific fields you define. For each file, you write a natural language prompt describing what to extract, and the step returns the extracted values as mappable fields for later steps.

Files

The step processes one or more file configurations, each targeting a different document.

name	type	required	description
`name`	string	yes	A descriptive name for this document configuration.
`extractionMethod`	string	yes	`MANUAL` for explicit field definition, `AUTOMATIC` for AI-assisted extraction.
`file`	string	yes	The document to process. Use a mapping placeholder to reference a file uploaded in a previous step (e.g. `{{`Upload Step`.`Document`}}`).
`fields`	array	yes	Fields to extract from the document. See Fields below.
`customInstruction`	string	no	Optional guidance to improve extraction accuracy (e.g. "Focus on the header section").
`testFile`	string	no	UUID of a test file for validating extraction. Only available when `extractionMethod` is `AUTOMATIC`.

Extraction methods

MANUAL: You define each field explicitly. Use this when you know exactly what to extract and the document has a consistent layout.
AUTOMATIC: AI assists with field detection. Supports a testFile to validate extraction accuracy before processing real documents.

Fields

Each field tells the step what piece of information to extract.

name	type	required	description