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How to extract data using AI Extractions

Learn how to use AI Extractions to turn unstructured documents into data that works for you. Extract information from a wide range of document layouts directly in Excel.

About AI Extractions

AI Extractions automatically extracts fields, tables, and footnotes at scale across all kinds of documents. Trace every value back to its source and accelerate reviews with prompting and reusable templates.

Pre-requisites:

  • DataSnipper v26.1 or later
  • DataSnipper Accelerate or Elevate Package

How-to use AI Extractions video:

Step-by-step guide

  1. Import your source documents. Here, we are importing a set of Payroll reports.
  2. Click on the AI Extractions button, and choose all the documents or folders you want to extract data from.
                     

  3. Set the key to Payroll Entries. Because the document contains list-based data, change the field type to List.

  4. Add each property you want to extract—for example: Name, Hourly Rate, Gross Pay, 401(k). For each property, set the appropriate data type (Text, Number, Date, or Time). And click Run at the bottom of the screen. 

  5. A preview of the extracted data will appear once processing is complete.


  6. If a field isn’t pulling from the correct location (e.g., the 401(k) value), add more guidance.

    • In this case, specify that the 401(k) value should come from the Accumulation to Year column.

    • Adding a short description helps differentiate fields with identical names.


7. If you plan to reuse this setup, select Save as Template to store your configuration.

8. Choose your preferred export view and click Export to Excel.
The extracted data—and links to the original source documents—will be added to your workbook. 

 

How to work with Templates in AI Extractions Video: