01 • Grooper 2025 → Grooper & AI

AI Extract (2025.20.01)


Description
This course is inteded to help Grooper users gain comfort with the powerful AI Extract Fill Method. In this course we will setup a model centered around invoice documents and dig into the details of what makes AI Extract work. By the end you should have a solid understanding of the ins-and-outs of how to configure AI Extract to get the most out of what it can do for you and your business.
Content
  • Introduction
  • Files to Download
  • Introduction and Add Batch
  • Setup
  • Add Project and Contents
  • Content Type Setup and Classification
  • Data Element Setup and Styling
  • AI Extract
  • Adding the AI Extract Fill Method
  • AI Extract Instructions and Document Quoting
  • AI Extract Remaining Properties
  • Enhancing AI Extract with Data Element Descriptions
  • Testing and Enhancing AI Extract Results
Completion rules
  • All units must be completed