AI extraction & instructions

Set an input's Comes from to The document and the AI reads that value off the file each time the template runs. The input's name tells it what to look for. When it reads the wrong thing, add an instruction.

Templates

Updated 2026-10-282 min read

Extraction reads values off your documents: one value for each input that comes from The document.

The template editor with an invoice. Dashed boxes labeled Invoice number, Vendor, Invoice date, Due date, and Total sit around the values on the page. — Fig. 01Each dashed box is a read zone: where a value sits on the page.

Fig. 01Each dashed box is a read zone: where a value sits on the page.

Make a value read from the document

Set the input's Comes from to The document and name it the way the document labels it, like "Due date". When the name is not enough:

AI instructions: one sentence on where the value sits and what to leave out, like "The total due, not the subtotal."
Add read zone: draw a box around the spot on the page.

The Total field's input, open on its AI instructions box, which reads: The total amount due, as a number. — Fig. 02One sentence steers one value.

Dates are saved as MM/DD/YYYY; the document's own wording stays on the case behind View original value.

Steer the AI at four levels

The more specific instruction wins.

Which instruction wins

01This valueAI instructions on the input

02This runInstructions for this run

03This documentThe document tab's AI instructions

04This templateThe Data tab's AI instructions

Fig. 03The one on the left wins.

This value: AI instructions on the input.
This run: Instructions for this run on the run screen; the template keeps none of it.
This document: the arrow on its tab, then AI instructions. Page overflow rules go here.
This template: the arrow on the Data tab, then AI instructions. It shows once the template reads a value from a document.

Test it

Click Run and pick a case's file, or Upload a file (your own, or Use the sample document). The values land in the Values card on the Data tab.

A neat stack of pages — Fig. 04A test run reads the file and shows every value it found.

A four-pointed sparkle — Fig. 04A test run reads the file and shows every value it found.

Wrong value? Add an instruction and run again. A value typed by hand is never replaced without asking.

The AI model is each person's pick in Settings, under Preferences. AI use counts against the plan's monthly allowance (Plans & limits).

Make a value read from the document

Steer the AI at four levels

Test it

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