Getting Started
Welcome to Tavnit
Tavnit helps you automatically extract data from documents like invoices, receipts, and forms. Instead of manually typing information from each document, Tavnit reads them for you and organizes the data in a structured way.
This guide will walk you through creating your first flow and processing documents.
Step 1: Create a Flow
A “flow” is like a template that tells Tavnit what information to look for in your documents. For example, an invoice flow might look for invoice numbers, dates, and line items.
- 1Click the "New Flow" button on the Flows page
- 2Enter a name for your flow (e.g., "Invoice Processing")
- 3Select the type of document you'll be processing
- 4Review and customize the fields Tavnit discovered
- 5Click "Activate" to make your flow ready to use
Step 2: Understanding Fields
When you upload sample documents, Tavnit uses AI to discover what information can be extracted. There are two types of fields:
Single values that appear once per document, like invoice number, date, or vendor name.
Repeating data like line items on an invoice, each with columns like description, quantity, and price.
You can add, remove, or rename fields to match exactly what you need.
Step 3: Process Documents
Once your flow is active, you can process documents in several ways:
Go to the Runs page, select your flow, and upload documents directly through the web interface.
Send documents as email attachments to your flow's unique email address. See the Email Integration tab for details.
Send documents programmatically from your own applications or automation tools. See the API Integration tab for details.
After processing, you'll see the extracted data on the run details page. You can also export results or receive them via webhook.