Key Concepts
Understanding these core concepts will help you navigate our platform effectively.
Organizations, Teams, and Projects
- Organization: The top-level entity that represents your company
- Team: A group of users within your organization
- Project: A container for related uploads and processing workflows
Upload and Task Hierarchy
- Upload: Created by any import action (email, API post, etc.) and may contain multiple documents
- Task: Represents a document or part of a document that needs processing
- Folder Structure: Uploads move from Inbox to Processed as tasks are completed
Task States
- Processing: Task is being processed by AI models (long-polling state)
- In Review: Task requires manual review or validation
- Completed: Task processing is finished and data is ready for export
- Failed: Processing encountered an error
- Discarded: Task was rejected (automatically or manually)
- Filtered: Task was filtered out (typically at email level)
Automation Levels
- No Automation: Tasks are created in Review state requiring human interaction
- Auto Predict: AI performs actions but always leaves tasks in Review state
- Auto Process: AI can automatically complete tasks if confidence is high
Integration Points
- API: Works at the Upload level for creating and managing uploads
- Connectors: Enable integration with external systems
- Notifications: Monitor Upload and Task level events
- Export: Triggered when a Task reaches Completed state