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The Affinda Agent is an AI assistant built into the Affinda platform that helps you go from sign-up to a fully configured document processing workflow in minutes. Instead of navigating settings and configuration screens manually, you describe what you need in plain language and the agent does the work for you. The agent can:
  • Set up a workspace for your specific use case
  • Configure document types based on your sample documents, suggesting and iterating on fields and data sources with you
  • Create validation rules by translating your business logic into working rules
  • Set up integrations to export data to downstream systems
  • Explain platform concepts and point you to the relevant documentation, or search the web when your question goes beyond the platform
The Affinda Agent configures your real workspace and document types as you talk. Every change it proposes can be reviewed, adjusted, or rejected before it takes effect — you stay in control throughout.

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What you can do with the Affinda Agent

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Set up a workspace

Describe the type of documents you process and the data you need to extract. The agent will create a workspace with the appropriate settings for your use case. Example prompts:
  • “I process supplier invoices and need to extract header details and line items for my ERP system.”
  • “I receive loan application packs that contain multiple document types — income statements, ID documents, and bank statements.”
  • “I want to set up a workspace for processing customer onboarding forms.”
The agent will ask follow-up questions where needed. For example, whether you need document splitting enabled, what OCR settings are appropriate, or whether classification should be turned on, and configure the workspace accordingly.
The more context you give the agent about your use case, the better it can tailor the configuration. Mention the types of documents you receive, what data matters to you, and where the data needs to go.

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Configure a document type for your workflow

Upload one or more sample documents and the agent will help you build a document type around them. It analyses your documents, suggests fields for extraction, and lets you iterate on the schema together.
1

Upload sample documents

Share one or more representative documents with the agent. Aim for a variety of formats and layouts rather than multiple copies of the same template — this gives the agent more to work with when suggesting fields.
2

Review suggested fields

The agent analyses your documents and proposes a set of extraction fields, including data types and any relevant structure (such as table fields for line items).
3

Iterate on the schema

Discuss changes with the agent in natural language. You can ask it to add, remove, rename, or restructure fields.
4

Apply the configuration

Once you’re happy with the fields, the agent applies the configuration to your document type. You can continue to refine it later, either through the agent or directly in the platform.
You don’t need to get everything right in one go — add fields, adjust settings, and refine your schema across multiple messages. If your fields use picklists or need to map against reference data, you can also ask the agent to create and manage data sources as part of the same conversation.

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Create validation rules

Describe the business logic you want to enforce and the agent will generate validation rules for you. The agent translates these into working validation rules and applies them to the relevant fields. For more on how validation rules work, see Validation Rules. Once your extraction and validation are configured, you can also ask the agent to set up data export integrations — describe where your data needs to go and in what format, and the agent will configure the integration for you.

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Ask for help with platform concepts

If you’re unsure about a concept or setting, ask the agent. It can explain how features work and direct you to the right documentation. The agent draws on the full Affinda documentation to give you accurate, contextual answers. It can also search the web when your question goes beyond the platform.
You can ask the agent about concepts at any point during setup — not just in a dedicated Q&A session.