Clustdoc allows you to automatically extract specific information from a document (e.g., ID card, bank details, etc.).
The output data is then accessible from the related step side panel, providing quick insight into the actual submitted document.
How does the extraction work ?
Step 1: Define which key information to extract
To enable automatic extraction:
Open your process.
Click the step containing the relevant document.
Go to the AI Prevalidation tab.
Check Enable AI validation for this item.
Then check Extract data from this document.
In the Fields to extract section, click Add field.
Enter the name of the information you want to extract.
Select the expected data type:
Text
Date
Number
Repeat the process for each field you want to extract.
Click Confirm to save your configuration.
Examples of fields you can add:
Name
Date of birth
Registration date
Share capital
Amount
Expiration date
Step 2: View the extracted information in the application
Once the document is submitted as part of an application :
Open the application
Click on the relevant step
In the side panel, click the Extracted information tab
You will find:
The automatically extracted information
Missing fields highlighted visually
The confidence score associated with each extracted field
💡 Note : The data will be updated automatically if the document is replaced.
Each extracted piece of information also generates a merge field, which can be used in your emails, documents, or automations. Read this article to learn what a merge field is and how it works.