This guide walks you through building a simple agent that extracts data from a document and exports it to a CSV file.
Before you start
Make sure you have at least one project with uploaded documents. You will also need a Starter plan or above to use agents.
Step 1 — Open the Agents section
Click Agents in the sidebar.
Click New Agent in the top-right corner.
You can start from a blank canvas or choose a template. For this guide, choose Invoice Extractor as a starting point.
Step 2 — Understand the canvas
The agent canvas is a visual flow editor. Nodes appear as cards on the canvas. You connect them by dragging from the output handle of one node to the input handle of another. The flow executes from top to bottom (or left to right, depending on how you lay it out).
Step 3 — Configure the extraction node
Click the Data Extraction node to open its configuration panel.
Under Document Type, select the type of document you are processing (e.g. Invoice).
Under Schema Fields, define the fields you want to extract — add a row for each field with its name and expected data type.
Click Save.
Step 4 — Add an export node
Click the + button on the canvas to add a new node.
Select Export App.
In the configuration panel, choose CSV as the export format.
Connect the Data Extraction node to the Export App node by dragging from its output handle.
Step 5 — Name and save your agent
Give your agent a clear name (e.g. "Monthly Invoice Extractor") and click Save Agent.
Step 6 — Run the agent
Click Run Agent.
Select the documents you want to process.
Click Confirm and Run.
The agent will process your documents node by node. When complete, the output CSV will be available for download from the agent run history.