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Extend user flows examples

Explore Extend user flow examples. Preview the opening screens and steps for each task. Document processing infrastructure for AI agents

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Signing up

2 screens

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FromExtend
extend from Extend
extend from Extend

User reaches Extend authentication screen to create an account or log in via Google SSO or email magic link, with optional data region selection

User requests magic link sign-in, sees check-email confirmation, then encounters invalid magic link error prompting alternative auth methods

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extend from Extend
extend from Extend
extend from Extend

Onboarding flow to name an organization and trigger workspace creation in Extend

Viewing workspace identifiers, data retention policies, rate limits, and updating workspace name on the settings page

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extend from Extend
extend from Extend

User configures AI parser engine, output format, chunking rules, and block options in the Parser Playground before document upload and test extraction

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Batch Parser Run | extend from Extend
Batch Parser Run | extend from Extend
Batch Parser Run | extend from Extend

User monitors real-time processing status, file-level details, and final results of a document processing batch run in Extend

User navigates parser run detail screens to review extracted text blocks, bounding boxes, JSON chunks, and raw output from multiple PDFs alongside the original documents

User uploads medical report PDF in Parser Playground and reviews extracted key-value blocks plus JSON output from AI parser

User opens API integration modal on parser detail page and views code snippets across TypeScript, Python, and cURL tabs

User tests document extraction parsers in a playground by uploading PDFs, switching between design and code editor views, and reviewing bounding boxes with JSON output side-by-side

User uploads a PDF such as a tax invoice in the AI Extraction Playground, reviews AI-extracted line items with confidence scores and citations, and performs edits or downloads.

User opens Create Extractor modal from the AI extraction playground to name and save a new document processor based on the current invoice configuration.

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