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Parse

transform_type = 'parse' The one and only transform_type you should upload your documents into. The parse transform will parse your PDFs, audio, HTML or any other type of data into a uniform text format, priming the rest of your document workflow.
Important: Every transformation requires at least one operation with transform_type = 'parse'. This operation must have column_type = 'assets'.
Note: While no task description is required for parse-type columns, you must pass in a dummy string.
{
  "column_name": "invoice",
  "column_type": "assets",
  "transform_type": "parse",
  "task_description": "N/A"
}

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Extract

transform_type = 'extraction' Considered the most common data transformation. Used to extract information from your assets columns. You can extract data small and large, and the data can be ready-to-use (the name from a contract) or the first step of a processing pipeline (a table of transactions on an invoice). 
{
  "column_name": "invoice_amount",
  "column_type": "number",
  "transform_type": "extraction",
  "task_description": "Extract the invoice amount from the {{invoice}}"
}

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Classify

transform_type = 'classification' As simple as it sounds - classify data into one of several categories. Works best in pipelines downstream from extraction columns. 
{
  "column_name": "type",
  "column_type": "text",
  "output_values": {
    "Large": "Above 10,000 dollars",
    "Small": "under 1,000 dollars",
    "Medium": "Between 1,000 and 10,000 dollars",
    "Unknown": "Can't find the invoice amount"
  },
  "has_default": true,
  "default_value": {
    "value": "Unknown"
  },
  "transform_type": "classification",
  "task_description": "Classify the {{invoice_amount}}",
}

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Generate

transform_type = 'generation' Used to imagine new data from existing data. Use cases including drafting short blurbs from documents - for example, a matching memo for a particular invoice. 
{
  "column_name": "memo",
  "column_type": "text",
  "transform_type": "generation",
  "task_description": "Generate a concise memo justifying {{invoice}}"
}

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Manual

transform_type = 'manual' For data that you want to establish manually. Use cases include manually assigning an approver for a particular invoice.
Note: While no task description is required for manual-type columns, you must pass in a dummy string.
{
  "column_name": "approver",
  "column_type": "text",
  "has_default": true,
  "default_value": {
    "value": "John"
  },
  "transform_type": "manual",
  "task_description": "N/A",
}

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API Requests

transform_type = 'api_request' Use data anywhere along your document extraction pipeline in the body of an API request. Can only be created on the Trellis Dashboard.

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Lambda Functions

transform_type = 'run_function' Use data anywhere along your document extraction pipeline in lambda functions for deterministic, programmable results. Can only be created on the Trellis dashboard.