# 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.

Workflows Page

#### **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**

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** 1. **Navigate to the Workflow Page**: Click the "Create a Workflow" button to enter the workflow interface.

Workflow Page

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 buider

## **Workflow** sections
The workflow includes four main divisions: 1. **Import**: Import data or content from various document types, such as text files, images, spreadsheets, or CSV files. 2. **Processing**: Utilize nodes to process and manipulate the imported data or content as per your needs. 3. **Post-Processing**: Define additional processing steps to further refine the data. 4. **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:
1. **Drag and Drop Nodes**: Drag nodes from the left panel and drop them into the desired section of your workflow. 2. **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.*

Nodes Modal

#### **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: 1. **OCR (Optical Character Recognition)** * Extracts text from images and scanned documents, making them machine-readable. 2. **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. 3. **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.