Documentation
Schemas
Create and manage schemas
1. Create a schema from scratch
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Go to Schemas tab on your dashboard and click ‘Create Schema.’
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Choose to
- Build from scratch
- Copy from an existing workflow
- Copy from an existing schema
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Customize the schema by adding, removing, or modifying fields
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That’s it! You can now create workflows with this schema, and the data will be automatically extracted and transformed into your desired format, regardless of the source.
2. Using your schemas
When you create a new workflow, you can choose to use one of your schemas.
Enterprise templates
We’ve taken our most popular enterprise use cases and packaged them into ready-to-use workflows that handle all the steps for you.
Our initial release includes five enterprise templates designed for financial firms. You can explore them here.
Need a custom template? Contact our support team for assistance.