This guide walks you through the most common workflow on Lymnus: uploading documents and extracting structured data. The entire process takes less than five minutes.
Step 1 — Create a project
From the sidebar, click Projects.
Click the New Project button in the top-right corner.
Give your project a name and an optional description.
Click Create to save it.
Projects are containers that hold your documents and outputs. Think of each project as a workspace for a specific task or client.
Step 2 — Upload your documents
Open your new project.
Click Upload or drag and drop files directly onto the page.
Lymnus accepts PDFs, Word documents (.docx), Excel files (.xlsx), plain text, and common image formats (PNG, JPG).
Wait for the upload to complete — large files may take a few seconds.
Step 3 — Run a data extraction
Inside the project, click New Extraction.
Select the documents you want to extract from.
Choose or define the fields you want Lymnus to extract (e.g. invoice number, date, total).
Click Run and wait for the results.
Results appear in a structured table that you can review, edit, and export as a CSV or JSON file.
Step 4 — Generate a report
If you want a narrative summary or analysis instead of structured data, go to Reports from the sidebar and click New Report. You can select documents from any project as the source.
What's next?
Learn about Workflow Agents to automate repeating tasks
Connect an app like Google Sheets or Notion to automatically push extracted data
Invite team members to collaborate on your projects