Unstructured Platform quickstart

Sign up for the Platform beta.

1. Use the sign-in URL in the welcome email that Unstructured sends you.
2. Click Google or GitHub to sign in with your Google or GitHub account. Or, enter your email address 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.

1. In the sidebar, click Sources.
2. Click New Source.
3. In the Type dropdown list, select the source location type that matches yours.
4. Fill in the rest of the fields with the appropriate settings. Learn more.
5. Click Save and Test.
6. Click Close.

1. In the sidebar, click Destinations.
2. Click New Destination.
3. In the Type dropdown list, select the destination location type that matches yours.
4. Fill in the rest of the fields with the appropriate settings. Learn more.
5. Click Save and Test.
6. Click Close.

1. In the sidebar, click Workflows.

2. Click New Workflow.

3. Enter a Name for the new workflow.

4. In the Connectors section, in the Sources dropdown list, select your source location from Step 3.

5. In the Destination 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.

6. In the Workflow Settings section, choose one of these predefined workflow settings groups:

   • Basic is a good choice if you have text-only documents that have no images or tables in them.
   • Advanced is a good choice if you have complex documents that have images or tables or both in them.

   Learn about the predefined settings for Basic and Advanced.

   If neither the Basic nor Advanced predefined settings meet your needs, click Custom to define different settings. If Custom is not available, click Request Access, and wait for Unstructured to enable it. Learn how to define Custom workflow settings.

7. If you want to run this workflow on a regular basis, select one of the time periods in the Schedule Type list.

8. Click Save.

1. If you did not choose to run this workflow on a regular basis in Step 5, you can run the workflow now: on the sidebar, click Jobs.
2. Click Run Job.
3. In the Select a Workflow dropdown list, select your workflow from Step 5.
4. Click Run.

1. In the list of Jobs, click the ID link for the job that you want to monitor.
2. Wait for the Status to change to Completed.
3. If Failed at the top of the screen equals 0 (zero), the workflow was fully successful. Go to the next Step.
4. If Failed at the top of the screen equals 1 (one) or greater, the workflow was not fully successful.

Go to your destination location to view the processed data.