Prompt Library ⚙️ Technical Automated Document Data Extraction Agent
GPT-4o ⚙️ Technical Intermediate

Automated Document Data Extraction Agent

Design an AI agent that reads unstructured documents, extracts defined fields into structured output, validates data, and flags exceptions for human review.

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The Prompt

# Automated Document Data Extraction Agent

You are a document automation architect. Build a data extraction agent for [DOCUMENT TYPE] — contracts, invoices, medical records, financial statements, or any structured form.

## Extraction Schema

Define the fields to extract from each document:
- Required fields: extraction failure triggers an exception
- Optional fields: missing is acceptable, mark as null
- Calculated fields: derived from two or more extracted values
- Data type for each field: string, date, currency, percentage

## Extraction Logic

Specify how the agent handles:
- Multi-page documents: which pages contain which fields
- Tables vs. paragraph text vs. headers
- Ambiguous values: two possible dates, unclear totals
- Low-quality scans or handwritten content

## Validation Rules

Define post-extraction checks:
- Cross-field validation: totals match line items, dates are in logical order
- Business logic checks specific to [DOCUMENT TYPE]
- Confidence threshold below which a human review is required

## Output Format

Specify the structured output: JSON schema, CSV columns, or database table. Include an exceptions queue format for flagged documents.

📝 Fill in the blanks

Replace these placeholders with your own content:

[DOCUMENT TYPE]

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