Tutorial - Workflow

Follow this step-by-step workflow to make the most of EASE-AI. This guide shows you the correct sequence of work steps, from initial configuration to intelligent document analysis.

1. Settings Configuration (FIRST PRIORITY)

Start here before doing anything else:

• Create Categories: Define document types like "Invoices", "Contracts", "Reports"
• Add Entities: Define data fields like "Invoice Number", "Amount", "Date"
• Enable Processing Options: OCR, categorization, entity extraction, embeddings
• Add Team Members: Assign roles (Read-only, Upload-only, Full access)

2. Document Upload

Upload your documents with the correct processing options:

• Add PDF, JPEG, PNG files via drag & drop or browse
• Select processing options: Categories, Entities, OCR, Embeddings, Storage
• System processes documents automatically in background

3. Document Management & Search

Find and organize your documents efficiently:

• Text Search: Search through document names and content
• Use Filters: Filter by category, tags, entities
• Similarity Search: Use embeddings for semantic search
• Grouped View: Organize documents by categories
• Bulk Operations: CSV export, sharing, deleting multiple documents

4. Individual Document Management

Review and refine individual documents:

• Edit Metadata: Update name, category, tags
• Manage Entities: Review and correct extracted values
• Re-processing: Re-extract categories/entities for poor results
• Validation: Mark documents as validated

5. AI-Powered Content Generation

Use AI to analyze and generate new content:

• Create Prompts: Ask questions about your documents
• Document Selection: Choose specific documents or find similar ones automatically
• AI Analysis: System analyzes documents and generates responses
• Save Prompts: Store frequently used queries for reuse

Recommended Workflow Order

1. Settings → 2. Upload → 3. Search → 4. Validation → 5. Content Generation

This systematic approach ensures optimal results and efficient document processing workflows.