Add Extracta.ai to your AI agent
Extracta.ai is an AI-powered platform that automates data extraction from various document types, including PDFs, images, and text files, without requiring prior training.
- Things your agent can do in Extracta.ai
- 10
Things your AI can do in Extracta.ai
Your FormWise AI can handle any of these in Extracta.ai — on its own, without you needing to click a button.
Create Classification
PopularCreates a new document classification configuration. Define a list of possible document types with their characteristics (name, description, unique words). Returns a classification ID that can be used to upload documents for automatic type prediction. This is the first step before uploading documents for classification.
Create Extraction
PopularCreates a new extraction configuration for processing documents. Define what fields to extract (e.g., names, dates, amounts) and processing options. Returns an extraction ID that can be used to upload and process files. This is the first step before uploading documents for extraction.
Delete Classification
PopularPermanently deletes an entire document classification process including all associated batches, results, and uploaded files. Use this when you want to remove a classification that is no longer needed. WARNING: This action cannot be undone.
Delete Extraction
PopularPermanently deletes an extraction job and its configuration from the system. Use this when you want to remove an extraction job that is no longer needed. This action is idempotent - calling it multiple times with the same ID will not cause errors. Requires the extraction ID obtained from creating or viewing an extraction.
Get Batch Results
PopularRetrieves extraction results for a specific batch of documents. Returns the extracted data for each file in the batch, along with processing status and file information. If the batch is still processing, results may be empty or incomplete. Maintain 2-second intervals between consecutive requests to avoid rate-limiting.
Update Classification
PopularUpdates an existing document classification by modifying its parameters. Use this to change the classification name, description, or document types (including their keywords and linked extractions). Requires the classification ID from a previously created classification.
Update Extraction
PopularUpdates an existing document extraction process by modifying specified parameters. Only fields provided in the request are modified; omitted fields remain unchanged. Use this to change the extraction's name, description, language, fields to extract, or processing options without recreating the entire extraction job.
View Classification
PopularRetrieves details of an existing classification configuration including name, description, document types, associated keywords, and linked extraction templates. Use this action to verify classification setup or retrieve configuration details for debugging and auditing purposes.
View Extraction
PopularRetrieves detailed configuration and status information for an existing extraction job. Returns the extraction's name, description, language, configured fields, processing options, and any associated batches. Use this action to: - Check the configuration of an extraction job - Verify the fields that will be extracted - View processing options (table extraction, handwriting recognition, etc.) - Monitor batch status if files have been uploaded for processing Requires: extraction_id from a previously created extraction (via Create Extraction action)
Get Credits
Retrieves the current credit balance available on the account. The system operates on a per-page consumption model where 1 credit = 1 page of document processing. Use this action to check remaining credits before processing documents.
Built for the way you actually work
No code, no engineers
Connect in a few clicks and start using your AI right away. If you can use the apps you already love, you can do this.
Sounds like you, not like a bot
Train your AI on your offer, your voice, and the way you actually talk to clients — it picks up where you leave off.
Plugs into the stack you already use
No need to rip out your CRM, your scheduler, or your email tool. Your AI works inside the apps running your business today.
Your data stays yours
Client conversations, lists, and credentials are scoped to your workspace. Nothing gets shared, sold, or used to train anyone else’s AI.
What you can do once Extracta.ai is connected
Onboard new clients without lifting a finger
When someone signs up, your AI greets them, sets up their next step in Extracta.ai, and keeps the momentum going — even at 2am.
Reply to leads in seconds, not days
Your AI watches Extracta.ai for new inquiries, answers questions in your voice, and books the call before they cool off.
Get your weekends back
Hand off the repetitive Extracta.ai work — follow-ups, reminders, updates, simple admin — and stop being the bottleneck in your own business.
How to connect Extracta.ai to your agent
- 1
Start using FormWise for free
Sign up in under a minute.
- 2
Find Extracta.ai in your connected apps
Inside FormWise, go to Settings → Connected Services and look for Extracta.ai.
- 3
Hit "Connect"
Click "Connect Extracta.ai" and log in like you normally would. We only ask for the permissions your AI actually needs.
- 4
Tell your AI what to do in Extracta.ai
Build a quick AI Agent (it's like writing instructions, not code), and pick the Extracta.ai actions you want your AI to handle.
- 5
Watch it run
Send it a real-world task and watch your AI take care of Extracta.ai for you. Tweak the wording until it feels just right.
Powered by the AI you already trust
Your Extracta.ai workflow runs on the same world-class AI used by ChatGPT, Claude, and Gemini. We handle the technical part — you just tell your AI what to do, in plain English.
- OpenAI
- Anthropic Claude
- Google Gemini
Questions other Extracta.ai users had before signing up
Do I need to know how to code?
Not even a little. If you can use Extracta.ai today, you can set this up. You'll connect Extracta.ai, tell your AI what it should help with, and you're live. The whole thing is built for coaches, course creators, agencies, and operators — not engineers.
Will my clients know they're talking to an AI?
Only if you want them to. Your FormWise AI is trained on your voice, your offer, and the way you actually communicate — so it sounds like a thoughtful team member, not a clunky chatbot. Most people can't tell.
Can I make it sound like me?
Yes. You can give your AI examples of how you write, the questions you usually ask new clients, the way you handle objections, and the language you use about your offer. The more you give it, the more it sounds like you wrote it.
What if I want to take over a conversation?
You're always in control. You can step in at any point, take over from your AI, or stop it from sending messages until you've reviewed them. Think of it as a teammate, not a replacement.
Is my client data safe?
Yes. Your Extracta.ai login and client information stay scoped to your workspace. We don't sell it, we don't share it, and we don't use your data to train anyone else's AI. You can disconnect Extracta.ai or delete everything any time.
What happens when Extracta.ai updates their app?
We handle it. When Extracta.ai adds new features or changes how something works, we update the integration in the background. You don't have to do anything — your AI just keeps working.
How fast can I actually get this running?
Most people are up and running the same day they sign up. Connecting Extracta.ai takes a few minutes. Teaching your AI to handle the work the way you'd want it done is the part worth slowing down for.
What is FormWise?
FormWise is the AI agent builder for coaches, course creators, and agencies. You connect the apps you already use — like Extracta.ai — train your AI on your offer and voice, and let it handle the work you've been doing manually: onboarding, follow-ups, support, admin. No code, no developers, no engineering team required.
Can I sell AI agents to my clients?
Yes. A lot of FormWise users build AI assistants and sell them as part of their offer — done-for-you AI setups, white-label assistants for client businesses, custom GPTs trained on a client's brand. You can charge a setup fee, a monthly retainer, or both.
Can I embed my AI on my website or in my course?
Yes. Every AI you build in FormWise can be embedded on your site, dropped into your course platform, or shared as a standalone link. Your clients and students just open it like any other web page — no app to download, no login hoops.
Do I need to know anything about AI to use this?
No. If you can describe what you want your AI to do in plain English — "greet new clients, ask these 3 questions, book them a call" — FormWise can build it. We handle the models, the prompts, the connections. You handle the part you already know: what your business actually needs.
About Extracta.ai on FormWise
Extracta.ai is an AI-powered platform that automates data extraction from various document types, including PDFs, images, and text files, without requiring prior training.
Connect Extracta.ai once and your FormWise AI gets 10 things it can do inside it. That means your AI can handle the Extracta.ai work in your business — the messages, the updates, the follow-ups, the admin — the way you would, just faster and around the clock.
You don't need to know how any of it works under the hood. We take care of keeping the connection alive, retrying if something fails, and making sure your data only ever moves where you tell it to.
New to Extracta.ai? Take a look at app.extracta.ai.
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Stop doing the Extracta.ai work yourself
Hand it off to an AI assistant that sounds like you, works around the clock, and never forgets a follow-up. Free to start.