Workflow
Workflow
Workflows in Kudra comprise interconnected nodes that serve as fundamental elements within a process. By linking various processing nodes, you can automate extraction and analysis of the most complex documents with ease.
The Workflows Page
On the workflows page, you will find cards representing the workflows you have created. Each workflow card contains the workflow's name, description, a "Use to Extract" button, an edit icon, and a three-dots menu. These elements help you manage and interact with your workflows effectively.
Search and Filter
You can use the search bar to find specific workflows by typing in keywords or names. Additionally, you can filter the workflow cards using the following options:
Last Modification: Order workflows based on the most recent changes.
Alphabetical: Sort workflows alphabetically by their names.
Creation Date: Arrange workflows by the date they were created.
Workflow Card
Each workflow card includes several interactive elements:
Title: The title of the workflow.
Description: A brief summary of what the workflow does.
Use to Extract Button: Click this button to extract data or utilize the workflow.
Edit Icon: Click the edit icon to make changes to the workflow.
Three Dots Menu: Click the three dots to open a menu with additional options:
Edit Template: Select this option to edit the workflow template.
Duplicate Template: Choose this to create a copy of the workflow template.
Delete Template: Use this option to remove the workflow template.
Create a Workflow
The Create Workflow section allows you to design and manage custom workflows customized to your specific needs. Whether starting from scratch or using a pre-designed template, this section guides you through the workflow creation process.
Workflow Creation
Navigate to the Workflow Page: Click the "Create a Workflow" button to enter the workflow interface.
2 . Choose Your Starting Point: In the workflow interface, select either a blank workflow to start from scratch or choose a template to begin with.
3 . Customize Your Workflow: After choosing to create a workflow from scratch or selecting a template, you will be able to customize your workflow according to your requirements.
Workflow sections
The workflow includes four main divisions:
Import: Import data or content from various document types, such as text files, images, spreadsheets, or CSV files.
Processing: Utilize nodes to process and manipulate the imported data or content as per your needs.
Post-Processing: Define additional processing steps to further refine the data.
Exporting: Choose the export options for your processed data or content, such as Dropbox, iCloud, Google Drive, and other platforms.
Utilizing and Customizing Workflows
Add Nodes
You can add nodes to your workflow using two methods:
Drag and Drop Nodes: Drag nodes from the left panel and drop them into the desired section of your workflow.
Using the "+" Button: Click the "+" button within the section where you want to add a node. A modal will appear containing a list of available nodes. Choose the desired node from the list and click the "Add" button on the node card to add it to your workflow.
Remove Nodes
To delete a node from the workflow, click on the button with a “trash icon” next to the node. This action will remove the node from your workflow.
Undo/Redo Actions
To revert or redo actions within the interface, utilize the corresponding buttons.
Edit Workflow Title/Description and save changes
Edit Workflow Title/Description
Click on the edit icon adjacent to the title to modify the workflow's title and description. After clicking on the edit icon, a modal will appear where you can edit your title and description.
Saving Changes
To save your workflow after finishing the creation, click the "Save" button.
Workflow Templates
Filter Templates
Use the nodes filter to narrow down options based on specific criteria. Alternatively, type the name of the template in the search bar to find a specific template.
Explore Template Selection
Switch between tabs on the left to explore template options further:
For You: Templates recommended for you.
All Templates: View all available templates.
Recent: Templates you've recently accessed.
Popular: Templates popular among users.
Workflow Services
Kudra’s workflow feature allows users to streamline document processing tasks efficiently. It supports integrating various AI services seamlessly to automate complex workflows.
Services Offered
Kudra offers a range of AI-powered services categorized into OCR, extraction models, and generative AI extraction models:
OCR (Optical Character Recognition)
Extracts text from images and scanned documents, making them machine-readable.
Extraction Models
Form Recognizer: Identifies and extracts data fields from structured forms.
Custom Entities: Allows users to define and extract specific entities tailored to their needs.
Invoice Model: Automatically extracts key information from invoices, such as vendor details, amounts, and dates.
Receipt Model: Extracts relevant data from receipts, including items purchased, prices, and dates.
ID Document Model: Recognizes and extracts information from identification documents, such as passports or driver's licenses.
Custom Relation Model: Identifies and extracts relationships between entities specified by the user.
Hugging Face: Utilizes models from the Hugging Face library for natural language processing tasks.
Text Classification: Classifies text documents into predefined categories based on content.
Various Tax Form Parsers: Extracts data from specific tax forms like W9, W2, 1099, and others.
Generative AI Extraction Models
ChatGPT
GPT Entity Extractor
Custom Entity Extractor
These models leverage AI to generate or extract specific types of content, making document processing more efficient and accurate.
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