Quickstart

Sign up and log in

Go to docpipe.ai and create your account. After signing in, you land on the Pipes page.

Create your first pipe

Click New pipe and enter a name (for example, “Invoice Extraction”). A pipe is a container that holds your pipeline configuration, uploaded files, and processing runs.

Build a pipeline

Navigate to the Pipeline tab inside your new pipe. The visual editor opens with an empty canvas.Add these three nodes to create a basic extraction pipeline:

1. Upload trigger: accepts document uploads
2. Extract action: uses AI to extract structured data from the document. Configure a schema with the fields you want to extract (for example: vendor_name, invoice_number, total_amount).
3. Email output: sends the extracted data to an email address when processing completes

Connect the nodes in order: Upload Trigger → Extract Action → Email Output.Click Save to save your pipeline, then Activate to enable it.

Upload a document

Inside your pipe, click Upload. In the upload dialog, drag and drop a document or click to browse. DocPipe supports PDF, JPEG, PNG, TIFF, and HEIC files.Once uploaded, a run starts automatically. You can watch the progress in real time.

View results

Click the Runs tab inside your pipe. Click on a run row to open its detail page, which shows each step in your pipeline, its status, and the extracted data.If you configured an email output, the extracted data is also sent to your email address.