10 available actions

What your AI agent can do in Extracta.ai

Extracta.ai is an AI-powered platform that automates data extraction from various document types, including PDFs, images, and text files, without requiring prior training. This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

  • Get Batch ResultsRetrieves extraction results for a specific batch of documents.
  • Get CreditsRetrieves the current credit balance available on the account.
  • Create ClassificationCreates a new document classification configuration.
  • Create ExtractionCreates a new extraction configuration for processing documents.
  • Update ClassificationUpdates an existing document classification by modifying its parameters.
  • Update ExtractionUpdates an existing document extraction process by modifying specified parameters.

Browse all 10 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 4 actionsHide actions
  • Get Batch ResultsRetrieves extraction results for a specific batch of documents.
  • Get CreditsRetrieves the current credit balance available on the account.
  • View ClassificationRetrieves details of an existing classification configuration including name, description, document types, associated keywords, and linked extraction templates.
  • View ExtractionRetrieves detailed configuration and status information for an existing extraction job.
Create & communicateCreate records or send supported messagesView 2 actionsHide actions
  • Create ClassificationCreates a new document classification configuration.
  • Create ExtractionCreates a new extraction configuration for processing documents.
Update & manageChange and manage existing recordsView 2 actionsHide actions
  • Update ClassificationUpdates an existing document classification by modifying its parameters.
  • Update ExtractionUpdates an existing document extraction process by modifying specified parameters.
Remove & cancelRemove records or cancel supported workView 2 actionsHide actions
  • Delete ClassificationPermanently deletes an entire document classification process including all associated batches, results, and uploaded files.
  • Delete ExtractionPermanently deletes an extraction job and its configuration from the system.

Connection record

A connection you can control.

Sign-in
Customer-managed key
Setup
Use a key you create and control. It is stored securely and limited to the work agreed for the role.
Boundaries
Only the approved role and actions.
Off switch
Revoke the connection from your account.

FAQ

Before you connect Extracta.ai

How does the agent connect to Extracta.ai?
With a key you create and control. It is stored securely, permissions are limited to what the agent needs, and you can revoke it at any time.
What can the agent actually do in Extracta.ai?
The page above lists the 10 actions currently available through the Extracta.ai connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.
Is Extracta.ai included in my plan?
Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.
How long until Extracta.ai is ready?
Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Extracta.ai to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

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