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Patterns
The architecture for your automation
Patterns define your automation and data transformation and are designed to fit your workflows.
Your data, your rules
Patterns specify how your data is extracted, transformed and validated. Use a Pattern to define how your document is prepared and processed, in what format, and where it is sent. Our toolkits and rule builders ensure you have the last word in every data detail.
Ready-made and ready for business
Get started immediately with ML-powered data extraction, validation and transformation for your targeted use case with Ready-Made Patterns from our Pattern Library.
Build your own
Quickly create your own automation using Patterns Studio. Build a Pattern custom fit for your document data with our suite of no-code configuration tools, built for business users.
Don’t see what you’re looking for?
Let’s talk about how we can build a custom Pattern for your specific use case, powered by cutting-edge machine learning.
Creator mode
Patterns Studio is where you can easily build automation to power extraction, transformation and validation and generate insights from your data.
Pattern Builder
Quickly and easily create flawless automation to extract and format your data without help from technical experts. Start from scratch or use one of our 500 blueprints for common document types, including IRS and SEC documents.
Data insights
Find what you’re looking for within your document data with tools and features that let you ask natural language questions, summarize and interact with your data—no training, targeting, or fine-tuning required.
Data Transformer
Easily create Transformations that identify data points from your source documents and reformat them according to your business requirements. Clean up formatting, append data, or connect disjointed data automatically, and be confident that your data is ready for action.
Assurance
Get 100% actionable and structured data every time, guaranteed. With instant data cleanup and validation, Assurance establishes an automated checkpoint for your data, making sure it’s consistent, complete and exactly the format you need.
Explore our newest features
Click through the tour below to see how to add our Answer Tool to your Patterns to draw on-demand insights from your data.
Latest resources
Demo
Take a tour
Tour our new Tags feature in an interactive demo
Demo
Take a tour
Tour our Ready-Made Patterns menu with an interactive demo
Guide
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