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How do I extract information from a document?

Extract and auto-fill data from a PDF

Updated this week

This feature is available on an Enterprise (Automation) plan.

Maybe you already knew that you can use the Tango Agent to extract data from a webpage, but did you know you can also extract data from a PDF as well?

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Extracting Data from a PDF

Upload a PDF and watch the magic happen:

Using Smart Values

Tango can extract Smart Values from uploaded or embedded PDFs. Use them later to autofill fields, check for accuracy, or ask a human to confirm at runtime.

The End User Experience

Your Sidekicks will be prompted when they will need to provide a document to extract from.

Frequently Asked Questions

Are there any upload size limits?

Currently, we support document uploads up to 20MB.

What types of documents are supported?

PDFs uploaded or embedded in a webpage (like a file preview) will work! To extract info from other PDFs—like email attachments or links that open a .pdf URL—download and then upload the file.

How long do you keep my files?

When a user uploads a document to the Tango Agent, it is temporarily uploaded to AWS, where it remains for 24 hours before it is deleted. The uploaded document is only referenced during the session.

To learn more about our security practices, visit our Security Page.

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