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AI Structured Data Extraction

Turn documents and pasted text into a validated record a person approves before saving.

involved AI Analysis & Search

What it adds

A schema-driven extraction pipeline that converts unstructured input into a validated draft record with field-level evidence.

What your agent is told to do

5
  1. 1

    Define each target schema in the app with types, required fields, allowed values, and constraints, and validate every response against it before anything is stored. Treat the schema as the contract and the model output as an untrusted candidate.

  2. 2

    Present the result as a draft the user reviews field by field, with the extracted value beside the passage it came from. Approval writes the record; nothing writes itself.

  3. 3

    Distinguish three states per field: found in the source, absent from the source, and inferred. Collapsing absent into empty hides the difference between a document that omitted a value and one the extractor failed on.

  4. 4

    On invalid output, attempt one bounded repair pass constrained to the failing fields, then give up and surface the document for manual entry. Do not loop retries against a token budget the workspace has to pay for.

  5. 5

    Field-level extraction of names, dates, and amounts belongs to AI Entity Extraction; call it for candidate values and keep this feature responsible for schema assembly, validation, and the review flow.

Edge cases it handles

8
  • Output that does not satisfy the schema must be rejected, not patched into shape. Silently coercing a string into a number or dropping an unexpected key produces records that look valid and are not.
  • A field the source never mentioned must be recorded as absent, and a field the model reasoned toward must be marked inferred and flagged in the review interface. The user needs to know which values were read and which were guessed.
  • Every field that drives money, identity, scheduling, or access needs a stored pointer to its supporting passage, so a disputed record can be checked against its source months later.
  • High-impact writes — creating an invoice, updating a customer record, scheduling something billable — must pass through explicit human approval regardless of confidence.
  • Documents longer than the input ceiling must be chunked with overlap and merged deterministically, with conflicts between chunks surfaced for review rather than resolved by last-write-wins.
  • Scanned and image-based documents may yield unusable text. Detect that before spending a run, and tell the user the document could not be read rather than returning an empty record.
  • A refusal on sensitive content is a legitimate outcome. Show it as a refusal with a manual entry path, not as an extraction failure the user will retry indefinitely.
  • Exclude payment credentials, government identifiers, and health details from anything sent to the provider unless the workspace has explicitly opted in, and record what was sent for each run.

Definition of done

9
  • Every extraction is validated against a stored schema before any write occurs.
  • Each field is labelled found, absent, or inferred, and the labels are visible in review.
  • Fields with material consequences carry a stored reference to their source passage.
  • No record is created or updated without explicit user approval of the draft.
  • Invalid output triggers at most one bounded repair pass before falling back to manual entry.
  • Unreadable documents and provider refusals produce distinct, actionable messages.
  • Token and cost ceilings are enforced per run and per workspace.
  • The feature matches the existing design system.
  • No existing functionality is broken.

Related features

How it works

  1. 1

    Copy the link

    Grab the Markdown instruction URL for this feature.

  2. 2

    Give it to your AI

    Paste it into Claude Code, Cursor, v0, Lovable — whatever you build with.

  3. 3

    It inspects, then implements

    Your agent reads your existing app first, then adds the feature to fit it.

Works with your stack

These instructions are written to adapt. They tell the agent to detect your framework, match your existing design system, and reuse what you already have — rather than assuming a particular stack.

Need it tighter than that? Customize the feature and tell it exactly what you're running.