File Processing

Supported Formats

Four Formats In. Four Formats Out.

📄

PDF

Extract text, tables, and form fields. Generate PDF reports.

📊

Excel

Parse spreadsheets, read formulas. Generate .xlsx output.

📋

CSV

Universal data interchange. Import and export.

📝

DOCX

Extract content from Word documents. Generate contracts.

How It Works

File Upload as Workflow Trigger

📤

Upload

→

🔍

Extract

→

⚙️

Transform

→

✅

Route

Files uploaded via web UI, API, or messaging channels trigger workflows automatically. Extraction happens in real-time. Structured data flows to the next node.

Use Cases

From PDF to Approval

Invoice Processing

10 seconds to extraction, 15 seconds to approval request

Supplier sends invoice PDF. Upload triggers extraction of line items, totals, due date. Structured data routes to the right approver based on amount thresholds. Approver clicks once in Slack. Done.

Weekly Report Aggregation

30 seconds from upload to compiled report

Team members upload their weekly status spreadsheets. Workflow extracts key metrics, aggregates across files, generates a summary PDF for leadership. Every Friday, automatically.

Contract Data Extraction

20 seconds per document

Legal uploads new contracts as DOCX. Workflow extracts key terms: parties, effective date, termination clause, payment terms. Data populates CRM and alerts relevant teams.

Expense Report Processing

5 seconds per receipt

Employee uploads receipt photos (converted to PDF). Workflow extracts vendor, amount, date, category. Populates expense report. Routes to manager for approval.

Capabilities

Extraction & Generation

Text Extraction

Pull text content from any supported format. Preserves structure and formatting where applicable.

Table Detection

Identify and extract tabular data from PDFs and documents. Returns structured rows and columns.

Form Field Parsing

Extract data from filled PDF forms. Checkbox values, text fields, signatures detected.

Document Generation

Generate PDFs, Excel files, and DOCX documents as workflow output. Template-based or dynamic.

Agent File Access

AI agents can list and read user files via MCP tools. Conversational access to document content.

ML-Enhanced Extraction (Business+)

Named entity recognition, document classification, and intelligent field mapping.

Editions

Free to Start, Scale with Intelligence

Feature	Community	Business	Enterprise
PDF, Excel, CSV, DOCX extraction	✓	✓	✓
Document generation (PDF, Excel, DOCX)	✓	✓	✓
File upload as workflow trigger	✓	✓	✓
Agent file access tools	✓	✓	✓
ML-enhanced extraction (NER, classification)	—	✓	✓
Intelligent field mapping	—	✓	✓
File access audit trail	—	—	✓

Stop Copy-Pasting from PDFs