This quickstart uses a no-code, point-and-click user interface in your web browser to get all of your data RAG-ready. Data is processed on Unstructured-hosted compute resources.

The requirements are as follows.

1

Sign up

To sign up for the Unstructured Platform, go to the For Developers page and choose one of the following plans:

If you’re not sure which plan to sign up for, start with a pay-per-page plan. You can always switch plans later.

If you choose a pay-per-page plan, after your first 14 days of usage or more than 1000 processed pages per day, whichever comes first, your account is then billed at Unstructured’s standard service usage rates. To keep using the service, you must provide Unstructured with your payment details.

To save money by switching from a pay-per-page to a subscribe-and-save plan, go to the Unstructured Subscribe & Save page and complete the on-screen instructions. To save even more money by making a long-term billing commitment, stop here and sign up through the For Enterprise page instead.

By signing up for a pay-per-page or subscribe-and-save plan, your Unstructured account will run within the context of the Unstructured Platform on Unstructured’s own hosted cloud resources. If you would rather run the Unstructured Platform within the context of your own virtual private cloud (VPC), stop here and sign up through the For Enterprise page instead.

2

Sign in

If you initially signed up for a subscribe-and-save plan instead of a pay-per-page plan, wait to complete this step until after you receive confirmation from Unstructured that your plan is activated. Then go to the Unstructured home page at https://unstructured.io and click Login.

If you signed up through the For Enterprise page instead, your sign-in process will be different. For enterprise sign-in guidance, contact Unstructured Sales at sales@unstructured.io.

  1. After you have signed up for a pay-per-page plan, the Unstructured Platform sign-in page appears.

  2. Click Google or GitHub to sign in with the Google or GitHub account that you signed up with. Or, enter the email address that you signed up with, and then click Sign In.

  3. If you entered your email address, check your email inbox for a message from Unstructured. In that email, click the Sign In link.

  4. The first time you sign in, read the terms and conditions, and then click Accept.

After you have signed in for the first time, you can sign in the second time and beyond by going to the Unstructured home page at https://unstructured.io and clicking Login.

For enterprise sign-in guidance, contact Unstructured Sales at sales@unstructured.io.

3

Set the source (input) location

  1. From your Unstructured Platform 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.
4

Set the destination (output) location

  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.
5

Define the workflow

  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.

6

Process the documents

  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.
7

Monitor the processing job

  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.
8

View the processed data

Go to your destination location to view the processed data.

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