> For the complete documentation index, see [llms.txt](https://docs.kudra.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.kudra.ai/kudras-features/workflow.md).

# Workflow

## **Workflow** <a href="#dwt9c5l8tbhb" id="dwt9c5l8tbhb"></a>

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** <a href="#j9r9p78czpp1" id="j9r9p78czpp1"></a>

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.

<figure><img src="/files/xMZhoR3ZCuqUeCEwI1Pq" alt=""><figcaption><p>Workflows Page</p></figcaption></figure>

#### **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** <a href="#id-55zcpxme12ni" id="id-55zcpxme12ni"></a>

<figure><img src="/files/ZYDgEFud9MPaCQl9UGmq" alt="" width="546"><figcaption><p>Workflow card</p></figcaption></figure>

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** <a href="#id-1xkzzrmz3037" id="id-1xkzzrmz3037"></a>

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.

<figure><img src="/files/CdxDTnokU9wTMz9XqtOZ" alt="" width="563"><figcaption><p><strong>Workflow Page</strong></p></figcaption></figure>

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.

<figure><img src="/files/agDRQzkiEs6Id7o9smuY" alt="" width="563"><figcaption></figcaption></figure>

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.

<figure><img src="/files/MrNmzRJdXNgueB3Abw2P" alt=""><figcaption><p>Workflow buider</p></figcaption></figure>

## **Workflow** sections <a href="#id-2m4ojkh75xdn" id="id-2m4ojkh75xdn"></a>

<figure><img src="/files/uWf6CeQCvVrNrMQ1vCBS" alt=""><figcaption></figcaption></figure>

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** <a href="#id-20zpeez5q7x6" id="id-20zpeez5q7x6"></a>

#### **Add Nodes**

You can add nodes to your workflow using two methods:

<figure><img src="/files/vTFcYxICf4z663biVpyX" alt=""><figcaption></figcaption></figure>

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.*

<figure><img src="/files/gdIDi2HpXGmZPu1gWyui" alt="" width="563"><figcaption><p>Nodes Modal</p></figcaption></figure>

#### **Remove Nodes**

<figure><img src="/files/UrzRhe0ExGZ4K9RUEagm" alt=""><figcaption></figcaption></figure>

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**

<figure><img src="/files/TLDRAMu987tlI0XpIHSa" alt="" width="563"><figcaption></figcaption></figure>

To revert or redo actions within the interface, utilize the corresponding buttons.

#### **Edit Workflow Title/Description and save changes**

<figure><img src="/files/GxuXrrLuHF5JykKWYMkz" alt=""><figcaption></figcaption></figure>

**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** <a href="#id-327lett2xdba" id="id-327lett2xdba"></a>

**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.

<figure><img src="/files/VSymZ9fb9qdyuIrnsCoM" alt=""><figcaption></figcaption></figure>

**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** <a href="#d4ftnbmlm2ci" id="d4ftnbmlm2ci"></a>

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.