You can automatically extract plain text from files uploaded into your workflows, such as PDFs, Word documents, and other text files.
This enhances your automation capabilities, allowing efficient data extraction and integration into AI Tasks for further processing, analysis, or summarization.
Users: You must be an Administrator or a Builder with ‘edit’ permission to enable extracting text from files.
When editing a workflow, make sure your workflow includes a File Upload form field to enable this feature.
Click the meatball menu next to the file upload form field and select Settings.
Next, switch the toggle button to the “on” position, as shown below. Click Apply to finish.
Anywhere you see the magic wand in the workflow editor, you can use the text extracted from that file as a variable.
In the example above, the file upload field is called “Employee Resume”, so the variable appears like this {{form.Employee_resume.text_content}}
Now that you have your text as a variable, you can pass that text through an AI Task.
You can use an AI task in the following ways, which allow you various ways to use your newly extracted text:
PDFs, Word documents, text files like CSV, TXT, TSV, ODS and image types (PNG, JPG) are supported.
The text extraction capability will extract up to 512KB of plain text.
Keep in mind that the file itself (e.g. the PDF or Word document) can be any size up to our file limits but only the first 512KB of text will be extracted (about 100,000 words or roughly the size of a novel).
Workflows
