📌 Why Document Extraction Matters

Every business deals with documents—contracts, invoices, receipts, emails, forms. Manually reviewing and entering data from them is time-consuming, error-prone, and frankly, outdated.UpBrains AI Extractor changes the game by enabling you to create smart extractors that can read, understand, and pull the exact data you need—from tables, paragraphs, or scanned forms.

⚙️ Step-by-Step: Extracting Info with UpBrains AI

1️⃣ Navigate to the Extractor Panel

From the left-hand menu of your UpBrains workspace, go to the Extractor section.

2️⃣ Choose Extractor Type

You have two options:

• Prebuilt Extractors: Ready-made for common use cases (e.g., invoices, ID cards).

• Custom Extractors: Tailored to your specific document structure and needs.

3️⃣ Creating a Custom Extractor

Want something specialized? Create your own extractor in just a few steps:

✅ Name It: Give your extractor a clear, descriptive name
🧠 Add Instructions (Optional): Help the AI understand what to look for
📥 Define Fields: Specify what info you want (e.g., invoice number, customer name, due date)
🧾 Line Item Fields: For tables (like invoice items), define the columns you'd like extracted

4️⃣ Upload a Sample

Upload a PDF, image, or paste email/document text for testing.

5️⃣ Test the Extraction

Click Extract to preview how well the extractor pulls the data. If something’s off, adjust the field definitions.

6️⃣ Publish and Automate

🎯 Real-World Use Cases

• Finance Teams: Pull invoice details from scanned documents

• Legal Departments: Extract key terms from contracts

• Customer Service: Parse data from support email attachments

🚀 Final Thoughts

AI-powered extraction is one of the fastest ways to boost productivity, reduce manual labor, and eliminate errors. With UpBrains AI Extractor, your documents are no longer dead weight—they’re dynamic, data-rich sources that feed your automation workflows.

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