Extraction templates
Pre-built forms for common intake scenarios. Pick one, customise the fields, and start extracting structured data from natural text.
Customer Support
Tickets, returns, warranty claims, complaints, and feature requests parsed from freeform customer messages.
Support Ticket
Parse freeform customer messages into structured support tickets with priority and category.
6 fields
Customer SupportProduct Return
Extract return details from customer messages including order info, reason, and preferred resolution.
7 fields
Customer SupportWarranty Claim
Structure warranty claim details from customer descriptions including purchase date and defect info.
7 fields
Customer SupportService Complaint
Parse customer complaints to identify the service issue, impact, and expected resolution.
7 fields
Customer SupportFeature Request
Extract feature requests, use cases, and priority signals from customer feedback messages.
6 fields
Sales & Pipeline
Lead intake, demo requests, quotes, partnership inquiries, and RFP responses extracted from inbound messages.
Lead Intake
Structure inbound leads from contact form submissions, emails, or chat messages into CRM-ready records.
8 fields
Sales & PipelineDemo Request
Parse demo request messages to capture attendee details, use case, and scheduling preferences.
7 fields
Sales & PipelineQuote Request
Extract quote requirements including specifications, quantities, delivery needs, and budget constraints.
8 fields
Sales & PipelinePartnership Inquiry
Structure inbound partnership proposals with company details, proposed collaboration, and mutual value.
7 fields
Sales & PipelineRFP Response
Parse RFP requirements and evaluation criteria from procurement documents into structured fields.
7 fields
Legal & Compliance
Client intake, contract review, compliance reports, IP filings, and dispute resolutions structured from narratives.
Legal Client Intake
Extract client details, case type, and key facts from initial legal consultation messages.
8 fields
Legal & ComplianceContract Review Request
Parse contract review requests to capture document type, parties, key terms, and concerns.
7 fields
Legal & ComplianceCompliance Report
Structure compliance incident reports with regulation details, findings, and remediation steps.
7 fields
Legal & ComplianceIP Filing Request
Extract intellectual property filing details including invention description, inventors, and prior art.
7 fields
Legal & ComplianceDispute Resolution
Structure dispute details including parties, claims, evidence, and preferred resolution method.
7 fields
Healthcare
Patient intake, referrals, prescription refills, symptom reports, and appointment requests from patient messages.
Patient Intake
Parse patient information, medical history, and current concerns from intake messages.
7 fields
HealthcarePatient Referral
Extract referral details including referring provider, patient info, and clinical reason.
7 fields
HealthcarePrescription Refill
Parse prescription refill requests capturing medication, dosage, pharmacy, and prescriber details.
7 fields
HealthcareSymptom Report
Structure patient symptom descriptions including onset, severity, triggers, and associated symptoms.
7 fields
HealthcareAppointment Request
Extract appointment scheduling details including provider preference, reason, and availability.
7 fields
Insurance
Claims, policy changes, coverage inquiries, damage assessments, and beneficiary updates from policyholder messages.
Insurance Claim
Parse insurance claim submissions including incident details, damages, and supporting documentation.
8 fields
InsurancePolicy Change Request
Extract policy modification requests including coverage changes, address updates, and vehicle additions.
6 fields
InsuranceCoverage Inquiry
Parse coverage questions to identify the scenario, policy type, and specific coverage concern.
6 fields
InsuranceDamage Assessment
Structure property or vehicle damage descriptions with location, extent, cause, and estimated costs.
8 fields
InsuranceBeneficiary Update
Parse beneficiary change requests with new designee details, relationship, and allocation percentages.
7 fields
Human Resources
Job applications, leave requests, expense reports, incident reports, and onboarding checklists from employee submissions.
Job Application
Extract candidate details, experience, and qualifications from unstructured application messages.
8 fields
Human ResourcesLeave Request
Parse employee leave requests capturing dates, type, reason, and coverage arrangements.
7 fields
Human ResourcesExpense Report
Extract expense details from informal submissions including amounts, categories, and business justification.
7 fields
Human ResourcesWorkplace Incident Report
Structure workplace incident reports with details on what happened, who was involved, and injuries.
8 fields
Human ResourcesOnboarding Checklist
Extract new hire information for onboarding including equipment needs, access requirements, and start details.
8 fields
Engineering & DevOps
Bug reports, change requests, incident postmortems, deployment requests, and vulnerability disclosures from technical teams.
Bug Report
Parse bug reports from users or QA into structured tickets with reproduction steps and severity.
8 fields
Engineering & DevOpsChange Request
Structure change requests with scope, justification, risk assessment, and rollback plan.
8 fields
Engineering & DevOpsIncident Postmortem
Structure incident postmortem narratives into timeline, root cause, impact, and action items.
8 fields
Engineering & DevOpsDeployment Request
Parse deployment requests capturing version, environment, dependencies, and approval status.
7 fields
Engineering & DevOpsSecurity Vulnerability
Structure vulnerability reports with affected components, severity scoring, and remediation steps.
7 fields
Property Management
Maintenance requests, tenant applications, inspections, lease inquiries, and move-out requests from tenants and prospects.
Maintenance Request
Parse tenant maintenance requests capturing unit, issue, urgency, and access instructions.
8 fields
Property ManagementTenant Application
Extract tenant application details including employment, income, rental history, and references.
8 fields
Property ManagementProperty Inspection
Structure inspection findings with room-by-room details, condition ratings, and required repairs.
7 fields
Property ManagementLease Inquiry
Extract prospective tenant questions about available properties, terms, and viewing requests.
8 fields
Property ManagementMove-Out Request
Parse tenant move-out notices capturing departure date, forwarding address, and deposit return details.
7 fields