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Project Details Extractor

Category: Project Setup

Setting up a new project and don't want to type every detail manually? This task extracts and populates project details from text, uploaded files, or project documents — automatically filling in the project name, description, dates, value, location, and other key details.

Input Parameters​

ParameterTypeRequiredDescription
Information SourceDropdownYesHow would you like to provide the project information?
Project InformationText AreaNoPaste or type the project information here (e.g., from an email, brief, tender document, etc.)
Select or Upload DocumentDocument PickerNoSelect an existing project document to analyse, or upload a new file.
Overwrite Existing ValuesBooleanNoIf enabled, extracted values will overwrite existing project details. If disabled, only empty fie...

Parameter Details​

Information Source

How would you like to provide the project information?

Options:

  • text - Paste text
  • project_document - Choose or upload a document

Select or Upload Document

Select an existing project document to analyse, or upload a new file.

Default: []

Overwrite Existing Values

If enabled, extracted values will overwrite existing project details. If disabled, only empty fields will be populated.

Default: False

Outputs​

Summary​

Type: Text/Markdown

Extraction Summary

Outputs​

Type: Array

Outputs

Completion Time​

Type: Text/Markdown

Completion Time

Extracted Details​

Type: Object

Extracted Project Details

Fields Updated​

Type: Array

Fields Updated

Fields Skipped​

Type: Array

Fields Skipped

Example Use Cases​

Extract from PCI Document​

Extract project details from an uploaded Pre-Construction Information document.

Configuration:

  • Input Method: file_upload
  • Overwrite Existing: False

Tags: onboarding · project-setup · extraction · automation

Last updated: 2026-06-09