Fiel Analyzer Component
The File Analyzer component allows users to upload files, automatically extracting structured data and mapping it back to the record object.
Setup
Setup File Analyzer
- Open the Lightning App Builder for the relevant Record Page.
- In the components panel, search for ST_FileAnalyzer and drag it to your desired location on the page.
- In the configuration panel:
- Fields: Add the fields you want the AI to extract (e.g., Name, City for lead generation).
- Instructions (optional): Provide any specific guidance for the AI to follow. If not needed, you can leave this field empty.
How to use Fiel Analyzer?
- Navigate to the Record Page where the File Analyzer component is added.
- Choose how you want to select the file:
- Upload from your computer
- Drag and drop into the component
- Select an existing attachment from the record
- Capture a photo using your device camera
- Click the Analyze File button to start the process.
- Once analysis is complete, results will appear at the bottom of the component:
- If the data looks correct, click Update Record to save it.
- You may also manually edit the results before saving, if needed.