Projects
Organize your work into focused workspaces
Data Connectors
Connect to your document repositories
Data Slices
Filter documents for targeted processing
Taxonomies & Tags
Define what metadata to extract
Metadata
The structured output from your documents
Destinations
Export enriched data to external systems
How It All Works Together
Here’s how all the concepts connect in a typical workflow:1
Connect Your Data
Use a Data Connector to establish a secure connection to your document storage (S3, SharePoint, databases).
2
Define What to Extract
Create Tags organized in Taxonomies to specify what metadata you want to capture from your documents.
3
Focus Your Scope
Optionally create a Data Slice to filter and process only the documents you need.
4
Extract Metadata
The platform processes your documents and generates Metadata — the actual extracted values with evidence and confidence scores.
5
Export Results
Send enriched data to a Destination like a vector database or document management system.
Quick Reference
| Concept | What It Does | Think of It Like… |
|---|---|---|
| Data Connector | Connects to where your documents live | Plugging in an external drive |
| Destination | Sends enriched data to other systems | Exporting to share |
| Project | Work with specific data sources and taxonomies | A project folder |
| Tag | Defines what info to extract | A question on a form |
| Taxonomy | Organizes tags into a structure | An outline or checklist |
| Metadata | The actual extracted information | The filled-out answers |
| Data Slice | Filters to specific documents | A saved search |