What you’ll have at the end: a workspace, a folder of processed files, a verified AI Schema and an export of the extracted data, with no code. Start with one document you know well, such as a recent invoice. Knowing the right answer makes it easy to check each extracted value, and you can carry the same file through every step below.
You need: a work email address. Use the app for your region: orion.file.ai by default, or your regional site from Regions.
1

Create your account

Sign up with your work email and verify it. Once verified, you land in your dashboard. See Sign up.
2

Invite your team (optional)

Invite colleagues from Settings > Members. See Invite and manage members.
3

Create a folder

In Drive, click + next to the Drive tab, name the folder and click Create. Folders keep related files together. See Files and folders.
4

Upload files

Drag and drop files into the folder, or open it and click the upload button. Wait for the processing bar to finish; each file’s status updates as it moves through processing (for example Transform, Processed, Review). See Supported file types for what you can upload.
5

Review and verify the AI Schema

Open a processed file and click AI Schema in the upper right. fileAI has classified the file into a file type and suggested fields. Check each value against the document (with citations, if they are on for your project), then:
  • Edit a field, or click the sparkle icon next to it to describe in plain words how it should be captured, then Run and Save.
  • Mark fields with thumbs up or thumbs down.
  • Open the Verify AI Schema dropdown in the upper right and confirm.
Verified schemas apply to files you upload next. Verify in the app is the same as approve in the API. See AI Schemas.
6

Lock your schemas (optional)

To stop fileAI from creating new file types, click File Intelligence in the left panel, open the Extraction Schema tab and turn on Schema Locked. New files are then classified only into the schemas you verified. See Schema locking.
7

Export the data

Select a file, open the AI Schema tab and click Download in the upper right. Choose XLSX, XLS, CSV, JSON or PDF. When the download finishes, the file is saved to your Downloads folder.For bank statements bound for Xero, and to send invoices to Xero directly, see Xero export.

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What your edits change

  • Editing a field (its name, type or the instruction for how to capture it) changes the schema for that file type. Schema changes are versioned and apply to files processed from then on. Files you already processed keep the version they were processed with until you re-run them. See AI Schemas.
  • Verifying a schema tells fileAI to use it for the files you upload next.
  • Locking schemas stops new file types from being created. It doesn’t change files you already processed.

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Next steps

API quickstart

Do the same from code in about 5 minutes.

Connect an agent

Ask about your files from Claude, ChatGPT, Cursor or another AI assistant.

AI Checklist

Check a folder’s files against your rules.

Workspace setup

Members, roles and API keys.