Smart Extract

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Smart Extract v2 enables users to create, configure, test, and publish document extraction models through a self-service experience. Users can upload a sample PDF, define extraction fields, validate extraction results, and publish models for API consumption without requiring Engineering involvement for basic model creation.

Benefits

Smart Extract v2 helps users:

  • Create extraction models in minutes.

  • Configure extraction fields directly from PDF documents.

  • Use AI-assisted schema generation and refinement.

  • Apply data normalization rules before publishing.

  • Test extraction results before deployment.

  • Publish extraction models for API-based document processing.


Access Smart Extract

  1. Log in to ProcessMaker.

  2. Open Smart Extract v2.

  3. Review the available workspace options:

    • My Models

    • Categories

    • Playground

  4. Select My Models to create or manage extraction models.