Team
Shared credential for production and unattended runs.
Extracta.ai is an AI-powered platform that automates data extraction from various document types, including PDFs, images, and text files, without requiring prior training.
Tools and triggers
Available tools and events after Extracta.ai is connected.
Creates a new document classification configuration. Define a list of possible document types with their characteristics (name, description, unique words). Returns a classification ID that can be used to upload…
Creates a new extraction configuration for processing documents. Define what fields to extract (e.g., names, dates, amounts) and processing options. Returns an extraction ID that can be used to upload and process…
Permanently deletes an entire document classification process including all associated batches, results, and uploaded files. Use this when you want to remove a classification that is no longer needed. WARNING: This…
Permanently deletes an extraction job and its configuration from the system. Use this when you want to remove an extraction job that is no longer needed. This action is idempotent - calling it multiple times with the…
Retrieves extraction results for a specific batch of documents. Returns the extracted data for each file in the batch, along with processing status and file information. If the batch is still processing, results may be…
Retrieves the current credit balance available on the account. The system operates on a per-page consumption model where 1 credit = 1 page of document processing. Use this action to check remaining credits before…
Updates an existing document classification by modifying its parameters. Use this to change the classification name, description, or document types (including their keywords and linked extractions). Requires the…
Updates an existing document extraction process by modifying specified parameters. Only fields provided in the request are modified; omitted fields remain unchanged. Use this to change the extraction's name…
Retrieves details of an existing classification configuration including name, description, document types, associated keywords, and linked extraction templates. Use this action to verify classification setup or…
Retrieves detailed configuration and status information for an existing extraction job. Returns the extraction's name, description, language, configured fields, processing options, and any associated batches. Use this…
Setup
Pick a scope, then confirm what can start a Protege and what it can do.
What can start a Protege from this app.
What a Protege can do after it starts.
Prefer team for production.
Shared credential for production and unattended runs.
Tied to one user—only when the workflow needs their account.
Team-scoped for supported chat surfaces.
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