Extract Fields with AI | Gail Documentation

When a run receives a document like a policy PDF, an ACORD form, or a scanned application, you often need specific fields out of it rather than the raw text. The Document Analysis step reads the document and returns the fields you ask for as clean, structured values.

Nodes involved

Document Analysis reads a document and extracts the fields you describe.

How to build it

Get the document into the run

A document usually arrives as a file input when the workflow starts, or from an earlier step that produced or downloaded a file. See Starting a Workflow for how file inputs work.

Describe the fields you want

Add a Document Analysis step, point it at the document, and describe the fields to pull out, such as the policyholder name, policy number, and effective date. The step returns those fields as structured values.

Use the extracted fields

Later steps can read each field by name and act on it, for example saving it to a contact or routing the run based on its value.

Ask for exactly the fields you need, named clearly. A focused list gives more reliable results than asking for everything at once.

Document Analysis

Every option for extracting fields from a document.

Starting a Workflow

How a document gets into a run as a file input.