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What are the exact steps to extract data using Cloudsquid?

2025-08-28 1.4 K
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Cloudsquid enables data extraction through a simple three-step process:

  1. Uploading filesLogin and click "Upload File", support drag and drop to upload PDF, pictures and other documents, batch processing can be uploaded thousands of pages of documents at once.
  2. Setting up extraction requirementsEnter natural language commands in "Extract Options", such as "Extract invoice number and amount" or "Find all dates", and the AI will automatically understand the semantics. Requirements
  3. Accessing and adjusting results: Once the AI processing is complete (usually a few seconds to a few minutes), the results are displayed in a table, and the user can click on the cell to correct the error, or adjust the command to re-extract it via "Settings".

The final data can be utilized in the following ways:

  • Direct export to CSV/JSON, etc.
  • Automatic synchronization to CRM, ERP and other systems through API integration
  • Design end-to-end automated processes with the paid version of the Workflow Canvas feature

The entire process requires no technical background and the interface is designed to be intuitive so that new users can get started quickly.

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