Getting Started

Table of Content

Table of Content

Table of Content

Create a Document

Documents are the starting point for your tables in Data Agent. You can create a document using one of three methods, depending on your workflow needs.

1. Upload a File

  • Upload a PDF or other supported document.

  • Data Agent will automatically suggest a set of columns based on the document’s structure and content.

  • You can accept, modify, or remove suggested columns before proceeding.

2. Prompt to Table

  • Provide a natural language prompt describing what you want the table to capture.
    (Example: “Extract customer name, email, subscription status, and renewal date.”)

  • Data Agent will generate a suggested table structure based on your prompt.

  • You can re-generate suggestions if needed, or manually adjust columns after generation

3. Manual Creation

  • Manually define the columns you want your table to have.

  • Once your columns are set up, upload a file to populate the table.

  • Data Agent will extract relevant content into your predefined structure.

Best Practice

Start with "Prompt to Table" for speed when exploring new workflows. Use "Manual Creation" when you have strict, predefined data models to match.


Introduction

Introduction

Introduction

Configure Columns

Configure Columns

Configure Columns