​
Create a New Agent

  1. Click “Create New Agent” from the homepage
  2. Provide a description of the task you want to automate or select from a template. This will create the agent with simple setup steps to follow
  3. First, consider the input for the task you wish to automate. Provide one instance of this as a single or multiple files. For example,
    • If you are automating the extraction of info from invoices, provide one invoice
    • If you are automating due diligence checks on an application, provide a folder of documents for a single application
  4. Next we will add the extractions we want the agent to execute. Click “Add Extraction” to get started
  5. For each extraction, provide simple instructions for the agent to follow. For example,
    • If you are automating the extraction of info from invoices, specify “Extract the total amount from the invoice”.
    • If you are automating due diligence checks on an application, specify “Verify the applicant’s credit score exceeds 650”.
  6. Click “Create”. The agent will execute this extraction on the file(s)
  7. Continue adding extractions as necessary
  8. Finally, you may connect your agent to a source and destination
    • The agent will listen for new files at the source and execute its task. The output will be stored at the connected destination

​
Update the Agent’s Behavior

  1. Extractions can be updated by explicitly editing the prompt or by providing a suggestion to improve the prompt:
    • To edit the prompt, click “Edit Extraction”. The prompt can be updated as well as the output type for the extraction
    • To provide feedback, click “Suggest Improvement”. This will provide a suggestion to the agent on how to improve the extraction

​
Validate the Agent’s Behavior

  1. Before connecting the agent to external data sources, we may want to validate the agent’s behavior for different scenarios. We can add additional files to test the agent’s behavior
  2. Navigate to the agent’s main page or table view and click “Add …”
  3. Upload new files to the agent. Once files are uploaded, the agent will execute all extractions on the new files