
We know that business process can change often. You might find yourself needing a new field from your documents. Kili allows teams to add a new column and backfill the column using their documents

To add a new column, click "Add column" and choose the "Add data column" option.

Provide a name and description for the column. The description is important as it provides context for our AI engine to extract data from your documents. The more context you can provide the better.

Once you have provided these details, you can choose to extract data for all documents, a subset (three rows) or add the column without backfiling. We recommend extracting the data for 3 rows before extracting it for all rows. This allows you to ensure that the description works as it should before implementing the column across all documents.


Adding columns


Kili provides the ability to automatically run actions when a new row is added to your board, or a row has been updated. This feature is currently in an open beta for all customers.

Here are some the actions you can take:

1. Send an email whenever a new row is added
2. Conduct research on a person, company or entity whenever a new row is added
3. Push extracted to a destination whenever a new entry is added or updated

To set up an action, click 'Add column' and select the action you want to run.

When you create an action, you can link it to existing columns in your board by using "/" for the input of any action. For example, if you want to run research on a company using the 'Company name' column, hit '/' and then choose the 'Company name' column from the list. Once you've set up your action, you can choose to run it on the first 3 rows, all rows or add it without running it at all. We recommend running it on 3 rows to ensure it works as expected and then running it on all your documents.

Your actions will run whenever a new row is added or when linked columns are updated. For example, if your action is linked to a 'Customer name' column, the action will be triggered whenever you update the 'Customer name' for a row.


Automating actions (Beta)


In some cases, you might need to edit the data that has been extracted from a board. This might happen because the data was:

1. Missing from the document
2. Extracted inaccurately
3. Updated outside of the document

Kili provides an easy interface for teams to update the values extracted from a document. To do so, click the 3 dots at the end of the row you want to edit and click "Edit".

You will see a modal with the file on the left and the fields on the right. Update the fields you need and hit 'Save'.


Adding columns

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