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AI Schemas

Power your workflows and AI agents with our robust data schema collection. Our schemas will:
  • Automatically classify files accurately, without renaming or hallucinations
  • Enforce a consistent, deterministic data schema for extracting metadata from each file
  • Enrich file metadata with online data - cross-file enrichment coming soon
Saving of your schema(s) can be done conveniently within our UI. You can let our system auto-classify and suggest a schema, or create your own schemas at your convenience.

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How to edit a field

  1. Open a processed file.
  2. Click on the AI Schema button in the upper right panel and edit each tab according to your preferences. 
  3. You may also click the Sparkle icon next to the field to enter a prompt describing how you’d like the field to be captured then click Run and Save to apply the changes. 
  4. You can also mark a field as thumbs up or thumbs down if they are correct or incorrect. 
✏️These changes will eventually become an AI Schema and apply to future files uploaded. 

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How to edit an existing AI Schema

Tweak your existing AI Schema by following these steps: 
  1. Go to AI Schemas on the left panel below Drive. 
  2. Select and click the schema you want to edit.
  3. From there, you can:
    1. Add a new table or field.
    2. Remove existing ones by clicking the trash icon. 
    3. Hide the data by clicking the eye icon. 
    4. Use the pencil icon to make changes to existing fields. 
  4. Once you’re done, click the Save AI schema on the upper right side. 
  5. Your changes will apply to newly processed files.
⚠️ Schema edits are version-controlled. Older files use previous versions unless re-processed.

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Schema Locking

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What is schema locking?

Schema locking is a feature that prevents the system from creating new file types. When it’s enabled, your project is limited to the schemas you’ve already saved, so new documents can only be classified into those existing schemas. It ensures files are processed according to your locked schemas, instead of creating new ones.

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How can my project benefit from schema locking?

Having a fixed schema applied to all documents in your Project can help: 
  • Consistency – Documents are only classified into your schemas, reducing unexpected or incorrect new file types.
  • Quality Control – Prevents the system to create too many unnecessary or duplicate schemas.
  • Simplified Review – Easier to manage and validate results since all documents fit into a fixed set of classes.
  • Stronger Workflows – Useful in compliance-heavy or structured environments where only certain document types are allowed. 

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How to enable schema locking

  1. Edit your AI Schema
Open the file and update the AI Schema if needed (view the help center guide above for detailed instructions).
  1. Verify the AI Schema
Go to the upper right of the page, open the Verify AI Schema dropdown, and confirm.
Tip: You can also use the AI Schema Editor in the upper right corner to rename your AI Schema if needed.
  1. View confirmed schemas
In the left panel, click AI Schema to see the list of all schemas you’ve verified.
  1. Enable Schema Locking
In the AI Schema tab, go to the upper right and turn on the Schema Locked toggle. From now on, uploaded files will only be classified according to the schemas you’ve locked.
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