How to Use Unstructure AI

Signing In

1. Visit the sign-in page
2. Click Sign in with Google to authenticate securely
3. New users will be automatically registered with their Google account
4. After authentication, you'll be redirected to your dashboard

What Are Field Configurations?

Field configurations define what data you want to extract from your documents. Think of them as templates that tell our AI which fields to look for and how to process them.

Creating a Field Configuration

1. From the dashboard, navigate to Field Configurations
2. Click the Create Configuration button
3. Enter a name and optional description for your configuration
4. Click Add Field to add fields you want to extract
5. For each field, specify:
   • Field Name: A unique identifier for this field
   • Field Type: The data type (text, number, date, etc.)
   • Instructions (optional): Specific guidance for the AI
   • Example Value (optional): An example of what to expect
6. Click Save Configuration when finished

What Are Projects?

Projects organize your document processing work. Each project uses a specific field configuration and can contain multiple documents. Results are stored and managed at the project level.

Creating a Project

1. Navigate to the Projects page
2. Click Create Project
3. Enter a project name and optional description
4. Select a Field Configuration from the dropdown menu
5. Choose processing options:
   • AI Model: Select the AI model to use for extraction
   • Processing Mode: Automatic or manual review
   • Database Integration (optional): Connect to a database
6. Click Create Project to finish

Supported Document Types

Our platform supports a variety of document formats:

• PDF documents (text-based and scanned)
• Images (PNG, JPG, JPEG)

Uploading Documents

1. Open your project from the Projects page
2. Click the Upload Documents button
3. Drag and drop files or use the file browser to select documents
4. You can upload multiple documents at once
5. Click Upload to begin the processing

Monitoring Processing Status

After upload, documents will be queued for processing:

• Pending: Document is in queue
• Processing: AI is extracting fields
• Completed: Processing finished successfully
• Failed: Error during processing

Viewing Extraction Results

1. In your project, click on a completed document to view extracted data
2. The platform will display the original document alongside extracted field values
3. Review the accuracy of each extracted field
4. Make any necessary corrections by editing the field values
5. Save changes if you've made edits

Exporting Data

Export options available for processed documents:

• CSV Export: Download all extracted data as a CSV file
• JSON Export Coming Soon: Export structured data in JSON format
• API Access Coming Soon: Access results programmatically via our API

Database Integration

If you've set up database integration, data will be automatically sent to your configured database:

1. Navigate to Database Configurations to set up connections
2. Configure connection details for your database (PostgreSQL, MySQL, etc.)
3. Map extracted fields to database columns
4. Enable the integration in your project settings

🎤Voice Input

Speak your queries directly using the microphone button:

1. Click the microphone icon in the chat input box
2. Speak your query clearly (e.g., "Show me today's total spend")
3. The system will automatically process your spoken query
4. Voice input works best in Chrome and Edge browsers

💡Example Queries

Here are some powerful queries you can try:

Available Plans

Choose the subscription plan that fits your needs:

Credits System

Credits are used for document processing and AI operations:

• Document upload and processing: 1 credit per file
• Project Chat queries: 1 credit per query
• Field configuration edits: Free
• Manual data verification: Free

Batch Processing

Process large volumes of documents efficiently:

• Upload multiple files at once
• Track batch processing status
• Export results in bulk

Analytics Features

Advanced data analysis capabilities:

• Time-based analysis (today, yesterday, this month)
• Day-wise spend tracking
• Trend identification
• Aggregation by categories

Offline Support

Limited offline functionality is available:

• View previously loaded documents
• Access saved field configurations
• View previously loaded extraction results
• Changes made offline will sync when back online

Update Notifications

Stay up-to-date with the latest features:

• Automatic update checks when app is opened
• Update notification when new version is available
• One-click update installation

API Integration

Integrate document processing into your applications Coming Soon:

• Authenticate with your API key
• Submit documents programmatically
• Retrieve results via API calls
• Set up webhooks for processing notifications