Skip to content

Commit

Permalink
Update getting-started-ai.mdx
Browse files Browse the repository at this point in the history
  • Loading branch information
fscelliott committed Jun 27, 2024
1 parent 45bd217 commit 6985e1e
Showing 1 changed file with 11 additions and 11 deletions.
22 changes: 11 additions & 11 deletions welcome/getting-started-ai.mdx
Original file line number Diff line number Diff line change
Expand Up @@ -9,7 +9,7 @@ Welcome! Sensible is a developer-first platform for extracting structured data f



![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/final/platform.png)
![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/screenshots/platform.png)

See the following list for an overview of going live with Sensible:

Expand Down Expand Up @@ -42,7 +42,7 @@ Let's get started with extracting document data from an example bank statement.

Sensible displays an example document in the left pane, and fields of extracted data in the right pane.

![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/final/quickstart_instruct_1.png)
![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/screenshots/quickstart_instruct_1.png)

Take the following steps to create a prompt to extract more data from the document.

Expand All @@ -52,32 +52,32 @@ To extract document data automatically, take the following steps:

1. Click **Query group**:

![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/final/quickstart_instruct_2.png)
![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/screenshots/quickstart_instruct_2.png)

2. Click **Auto generate**, then click **Generate**:

![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/final/quickstart_instruct_auto.png)
![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/screenshots/quickstart_instruct_auto.png)

3. Sensible automatically generates queries and extracts their answers from the document:

![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/final/quickstart_instruct_auto_2.png)
![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/screenshots/quickstart_instruct_auto_2.png)

4. (Optional) Add more queries by clicking **Suggest queries**, selecting the field IDs that interest you, and clicking **Add selected queries**:

![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/final/quickstart_instruct_auto_3.png)
![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/screenshots/quickstart_instruct_auto_3.png)

To test the automatically generated extraction configuration with another document, see [Test the prompt](welcome/getting-started-ai#test-the-prompt). To author your own extraction configurations, see the following steps.

## Manually configure extraction

1. To author your own LLM prompts to extract data points from the document, click **Query group**.

![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/final/quickstart_instruct_2.png)
![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/screenshots/quickstart_instruct_2.png)

2. Edit the query group as shown in the following screenshot by entering `checking account number (not savings)` in the query field. Click **Extract**.
2. Sensible displays the extracted account number, `8347-32348`, in the **Extracted data** section:

![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/final/quickstart_instruct_3.png)
![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/screenshots/quickstart_instruct_3.png)

4. Click **Back to fields**.

Expand All @@ -89,19 +89,19 @@ To extract checking account numbers from other bank statements in production, p

Click **Publish configuration**, click **Production**, then click **Publish to production**:

![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/final/quickstart_instruct_10.png)
![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/screenshots/quickstart_instruct_10.png)

## Test the prompt

Let's see if the config containing your prompt works with other bank statements. To test the prompt, take the following steps:

1. Navigate to <https://app.sensible.so/editor/instruct/?d=sensible_instruct_basics&c=bank_statement&g=bank_statement_2>. Notice that the left pane now displays a statement for a different customer.

![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/final/quickstart_instruct_8.png)
![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/screenshots/quickstart_instruct_8.png)

2. In the right pane, scroll down to the checking account number field you authored in previous steps. Verify that the extracted information automatically updated to reflect the second example document. For example, the account number updated from `8347-32348` to `9876-12345`:

![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/final/quickstart_instruct_9.png)
![Click to enlarge](https://raw.githubusercontent.com/sensible-hq/sensible-docs/main/readme-sync/assets/v0/images/screenshots/quickstart_instruct_9.png)

It looks like your prompt was successful at extracting the checking account number from another document. Great!

Expand Down

0 comments on commit 6985e1e

Please sign in to comment.