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Table of Contents
Section 1
Introduction
Docy AI is a drag-and-drop based intelligent document processing system. With a visual interface, users can quickly build, configure, and run document-handling Agents without writing code.
Key Features
- Drag-and-drop workflow builder, no coding required
- Supports multiple document formats (PDF, Word, images, etc.)
- Rich set of nodes: file input, data extraction, conditional logic, auditing, knowledge base integration, and more
- Multi-step and looped workflows supported
Section 2
Getting Started
2.1 Sign Up & Log In
- Go to Docy AI
- Register with your email and password
- Log in to access the main dashboard
2.2 Create Your First Agent
- Click "New Agent"
- Enter the Agent name and description
- An empty workflow canvas will be created
2.3 Build a Workflow (Example)
- Drag Input File node → to upload the document you want to process
- Drag Data Extractor node → to define fields to extract (e.g., Name, Date, Amount)
- Drag Audit Node → to set validation rules (global or field-level)
- Mark the node result as the Task output.
Tip: Connect nodes with lines to define execution order.
Section 3
Teamspaces & Collaboration
3.1 What is a Teamspace?
A Teamspace in Docy AI is a shared workspace where you and your teammates can work together on Agents and document workflows.
3.2 Creating a Teamspace
- From the dashboard, click "Create Teamspace"
- Enter a Teamspace name
- A new shared workspace will be created
3.3 Inviting Members
- Inside a Teamspace, go to "Members"
- Click "Invite" and enter the email address
- Members can join once they accept the invitation
3.4 Collaboration
- All members can view and edit workflows
- Changes save in real time, making teamwork seamless
Section 4
Features & Nodes
4.1 Node Types
Input File
Upload or import files as workflow input.
Every Agent must start with an Input node. It serves as the entry point for all documents and data.
Data Extractor
Define extraction rules and capture structured data from documents.
Extract Signature
Detect and extract signature/seal information.
Audit Node — Global
Apply validation rules to the whole document.
Audit Node — Field
Validate specific fields.
Conditional Node
Branch the workflow based on conditions.
Interaction Node
Request user input or confirmation during the workflow.
If the Interaction Node requires document input, it can create a loop, allowing new inputs to re-trigger the workflow.
Knowledge Node
Query a knowledge base for answers or matches.
Document Template Node
Generate new documents based on templates.
Web Search Node
Fetch information from the internet.
Content Generator Node
Use AI to generate text content.
4.2 Agent Operations
Run Agent
Executes the workflow in sequence.
Debug Agent
Step-by-step run to troubleshoot issues.
Save & Publish
Save as draft (private) or Publish to Marketplace (share).
Section 5
Common Use Cases
Contract Review
Upload contract → Extract fields (signing date, parties) → Apply audit rules (missing signature, date validity) → Output review report
Invoice Processing
Upload invoice → Extract amount and tax ID → Validate invoice format → Export to Excel
Knowledge Base Q&A
Upload internal policy documents → Build Q&A Agent → End users can ask about reimbursement, leave policies, etc.
Section 6