Unstructured UI quickstart

1. Go to https://platform.unstructured.io and use your email address, Google account, or GitHub account to sign up for an Unstructured account (if you do not already have one) and sign into the account at the same time. The Unstructured user interface (UI) appears, and you can start using it right away.

2. If you also want to use the Unstructured API later, you must get your API key first:

   a. In the Unstructured UI, click API Keys on the sidebar.
   b. Click Generate API Key.
   c. Follow the on-screen instructions to finish generating the key.
   d. Click the Copy icon next to your new key to add the key to your system’s clipboard. If you lose this key, simply return and click the Copy icon again.
   

1. From your Unstructured dashboard, in the sidebar, click Connectors.
2. Click Sources.
3. Cick New or Create Connector.
4. For Name, enter some unique name for this connector.
5. In the Provider area, click the source location type that matches yours.
6. Click Continue.
7. Fill in the fields with the appropriate settings. Learn more.
8. If a Continue button appears, click it, and fill in any additional settings fields.
9. Click Save and Test.

1. In the sidebar, click Connectors.
2. Click Destinations.
3. Cick New or Create Connector.
4. For Name, enter some unique name for this connector.
5. In the Provider area, click the destination location type that matches yours.
6. Click Continue.
7. Fill in the fields with the appropriate settings. Learn more.
8. If a Continue button appears, click it, and fill in any additional settings fields.
9. Click Save and Test.

1. In the sidebar, click Workflows.

2. Click New Workflow.

3. Next to Build it for Me, click Create Workflow.

   If a radio button appears instead of Build it for Me, select it, and then click Continue.

4. For Workflow Name, enter some unique name for this workflow.

5. In the Sources dropdown list, select your source location from Step 3.

6. In the Destinations dropdown list, select your destination location from Step 4.

   You can select multiple source and destination locations. Files will be ingested from all of the selected source locations, and the processed data will be delivered to all of the selected destination locations.

7. Click Continue.

8. The Reprocess All box applies only to blob storage connectors such as the Amazon S3, Azure Blob Storage, and Google Cloud Storage connectors:

   • Checking this box reprocesses all documents in the source location on every workflow run.
   • Unchecking this box causes new documents that have been added to the source location, as well as existing documents in the source location that have had their contents or titles changed, since the last workflow run to be processed on future runs. Other previously processed documents are not processed again.

9. Click Continue.

10. If you want this workflow to run on a schedule, in the Repeat Run dropdown list, select one of the scheduling options, and fill in the scheduling settings. Otherwise, select Don’t repeat.

11. Click Complete.

1. If you did not choose to run this workflow on a schedule in Step 5, you can run the workflow now: on the sidebar, click Workflows.
2. Next to your workflow from Step 5, click Run.

1. In the sidebar, click Jobs.
2. In the list of jobs, wait for the job’s Status to change to Finished.
3. Click the row for the job.
4. After Overview displays Finished, go to the next Step.

Go to your destination location to view the processed data.