All integrationsDocument Extraction

Pulse AI

Read documents with Pulse AI: turn PDFs, scans, photos, spreadsheets and Office files into text, pull out named fields and tables, split long documents by topic, sort documents by kind, and fill or clear PDF forms.

actions
14

Actions

Steps a workflow can run in Pulse AI.

  • Extract documentRead a document (PDF, scan, photo, spreadsheet, Word or PowerPoint file) and return its text as Markdown, tables included. Waits until Pulse has finished. The extraction_id it returns feeds the other steps. Uses 1 credit a page.
  • Start document extractionStart reading a document and go on at once, without waiting. Follow it with 'Get job'. For very long documents. Uses 1 credit a page.
  • Get jobRead a Pulse job's status, and what it produced once it has finished. Free.
  • Cancel jobStop a Pulse job that is still waiting or running. Pages read before it stops still count. A job that has already ended is left as it is.
  • Extract fieldsPull named fields (an invoice number, a total, a name) out of a document 'Extract document' has read, with where each was found and how sure Pulse is. Uses 1 credit a page.
  • Split documentFind which pages of a read document hold each topic you name, such as the financial statements of an annual report. Uses 2 credits a page.
  • Extract fields from a sectionPull named fields out of only the pages 'Split document' found for one topic. Uses 1 credit a page of that section.
  • Extract tablesRebuild the tables of a read document, keeping merged cells and headers that span columns. Must be turned on for your organization by Pulse. Uses 0.25 credits a table.
  • Read chartsTurn the line, bar, pie and scatter charts of a read document back into their numbers. Must be turned on for your organization by Pulse. Uses 1 credit a chart.
  • Classify documentTell which of the kinds of document you list a file is, from its first pages, for example to send invoices and contracts down different paths. Always picks one, so include a catch-all. Uses 0.5 credits a page.
  • Read form fieldsFind the fields of a PDF form, filled in or blank, scanned or not, with what each one holds and which boxes are ticked. Must be turned on for your organization by Pulse. Uses 1 credit a page.
  • Fill formFill in a PDF form from plain-language instructions, on real form fields or on a flat scan, and save the filled PDF. Must be turned on for your organization by Pulse. Uses 3 credits a page.
  • Clear formErase what was written or ticked on a PDF form, keeping the printed blank form, and save it. Must be turned on for your organization by Pulse. Uses 3 credits a page.
  • Get usageRead your plan's credits used and left this billing period, and how many documents, pages and credits were used between two dates (the last 30 days by default). Free.

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