Using the Universal extractor

The Universal extractor is the default option to extract data from your documents. It maps the extracted data to fields in the destination source.

How it works

When you paste data from a structured source, such as forms or Excel tables, the Universal extractor looks at the field labels or table headers, and creates the queries you see in the data mapper. If these queries contain mismatches, the Universal extractor allows you to select the correct values, because it offers several alternative values. If none of the proposed values are what you need, you can manually query the extracted data to find your desired value.

Editing the value in a field

If the value proposed by the mapper in a field is incorrect, open the dropdown menu in that field to see alternative values. If the desired value is not displayed, use the search bar to query the extracted data for the value you need. Additionally, you can further update that value by transforming it.

Persisting user preferences

When you edit or select a value from the dropdown menu, Clipboard AI remembers the extractor used to produce that value, and automatically reuses it the next time you perform the same scenario (for example, when you paste multiple invoices to SAP). If for the next scenario the persisted extractor returns null, Clipboard AI automatically fallbacks to the recommended result.

Adding or removing fields

When pasting into an unstructured document, the Universal extractor automatically recommends several fields. You can update the list by adding or removing fields.

To remove a field, select X icon for that field.

To add a field, select the Add field option at the end of the fields list. Then use the search functionality to query the document for the desired value. The Universal extractor provides real-time results for your query. Select the field to add it to the data mapper.

Example 1- Pasting an invoice to SAP

This example covers the document-to-structured-destination paste scenario.

1. From the Clipboard AI toolbar, you copy an invoice. If you captured multiple invoices, you can select the one you want from the Clipboard AI history.

2. Once the window with the SAP application is active, you select Paste from the Clipboard AI toolbar. This automatically extracts the data from the invoice, as it is the most recent captured document.

3. The mapper is displayed, showing the destination fields and the values associated with them, that are to be pasted.

4. You notice that the value for the Address field is incorrect. You use the dropdown menu of that field to correct it. There are two scenarios:

   1. The correct value is in the dropdown list. You select it and the mapping is complete.

   2. The correct value is not in the dropdown list. You use the search functionality to query the extracted data for the correct value, then you select it, and the mapping is complete.

5. You paste the data.

Example 2 - Pasting an invoice to an empty Excel sheet

This example covers the document-to-unstructured-destination paste scenario.

1. From the Clipboard AI toolbar, you copy an invoice. If you captured multiple invoices, you can select the one you want from the Clipboard AI history.

2. Once the window with the blank Excel sheet is active, you select Paste from the Clipboard AI toolbar. This automatically extracts the data from the invoice, as it is the most recent captured document.

3. The data mapper is displayed, showing a few data points from the source document and all the tables. Tables are extracted as arrays.

4. You decide to remove some of the extracted fields, or add your own:

   1. To remove a field, select X icon for that field.

   2. To add a field, select the Add field option at the end of the fields list. Then use the search functionality to look for the field in the source document you want to add.

5. You notice that the value for the Address field is incorrect. You use the dropdown menu of that field to correct it. There are two scenarios:

   1. The correct value is in the dropdown list. You select it and the mapping is complete.

   2. The correct value is not in the dropdown list. You use the search functionality to query the extracted data for the correct value, then you select it, and the mapping is complete.

6. You paste the data.