AI Workflow: Text Extraction

📝 Description

The Text Extraction task allows users to extract specific text content from images using advanced extraction logic. The task runs on images stored in the field identified by the provided field key.

🎯 When to Use This Task

Use this task when you need to:

  • Extract one or more text values from images
  • Automate data collection from structured or semi-structured documents
  • Apply custom extraction rules using tailored instructions

🛠️ Accessing the Task

Users can either edit an existing Text Extraction task or create a new one.

  • Select an existing Image Text Extraction to edit, OR
  • Creates a new Text Extraction task
     

The same configuration modal is used in both cases.

🧩 Required Fields & Inputs

1. Task Name

User specifies the name of the text extraction task.

 

2. Field Key (required)

  • Identifies which field contains the images to run the extraction on

3. Object Type (required)

4. Texts to Extract (at least one required)

  • Users must enter at least one text value to extract
  • Users can:
    • Add additional text entries
    • Remove previously added entries
  • Every entry in the list must contain a value

5. Custom Instructions (required)

  • A text area where users provide extraction guidance
  • Instructions refine and improve the extraction logic

➕ Adding Text Items

  • Click Add Text to Extract to include additional text entries
  • Each entry must contain a valid text value

➖ Removing Text Items

  • Users may remove any text extraction entry they previously added by clicking the X

💾 Saving the Task

The blue Save button becomes enabled only when all required fields are complete:

  • Field Key
  • At least one Text to Extract
  • Custom Instructions

Once the user clicks Save:

  • The task is saved
  • The modal closes

📌 Summary

The Text Extraction task provides a robust solution for extracting structured text from images. By defining a field key, setting target text values, and applying custom extraction instructions, users can automate and fine-tune text retrieval for a variety of workflows.

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