How to Use Natural Language/AI Prompts for Lightning-Fast Document Data Extraction

TL;DR

1. Docsumo’s new Field Setup lets users configure document processing with simple English prompts with no code needed.
2. Extract standard or custom fields like account names, routing numbers, and balances using natural language instructions.
3. Use cleaning, calculation, and validation blocks to prep data for downstream systems.
4. Real-time testing ensures accuracy before you go live with automation.
5. Perfect for teams that need fast, accurate, and flexible document data processing, especially in banking and finance.

Traditionally, extracting data from documents like bank statements or invoices required writing regex scripts, setting up complex rules, or depending on developers. It was slow, rigid, and technical. Not anymore.

With Docsumo’s Field Setup, you can simply tell the AI what to extract using plain English. No code. No delays. Just fast, accurate data extraction configured exactly the way you need it.

In this guide, we’ll break down how Field Setup works and how you can use it to streamline document automation at scale.

We’ll also answer some of the most common questions teams have when getting started with AI-powered document processing.

1. What is Docsumo’s new Field Setup feature?

A: It’s an AI-powered interface that lets you set up data extraction rules using plain English prompts. You can create, test, and validate fields like “account name” or “closing balance” without touching any code.

2. How does Field Setup help with bank statement processing?

A: You can extract specific fields such as account number, routing number, and balances just by describing them. 

For example:
Prompt: “Extract the routing number for wire transfers”
This ensures you're pulling the correct data, even when multiple similar fields exist.

3. Can I clean or normalize the extracted data?

A: Yes. Use the cleaning block to remove legal suffixes, special characters, and other noise. This makes the data match-ready for downstream systems like CRMs or accounting software.

4. What if I want to calculate new values from extracted fields?

A: You can. Add a calculation block to compute metrics like average cash balance.
Prompt: “Add opening and closing balances and divide by 2.” The AI does the math and returns the value instantly.

5. Can I validate extracted data using rules?

A: Absolutely. Use the validation block to apply rules, such as: “Check if the account number has 11 digits.”
If it fails, Docsumo will flag it in real-time, helping you catch inconsistencies early.

6. How to test field setup before deploying?

A: After configuring your prompts and blocks, just click Run Test. Docsumo will extract and process the data, so you can visually confirm everything looks correct.

7. What if the extraction result is incorrect?

A: No worries. You can easily edit the prompt, rerun the test, and refine it until the output is accurate. It's an iterative, low-effort process.

8. Do I need technical skills to use this feature?

A: Not at all. It’s designed for operations, finance, and data teams with no coding background. If you can write an email, you can set up fields in Docsumo.

9. Is it only useful for bank statements?

A: No. Field Setup works with any semi-structured document—invoices, rent rolls, offering memorandums, insurance forms, and more.

10. What’s the best way to get started?

A: Start a trial and upload a few sample documents. Follow the guided setup, write a few simple prompts, and watch the data extraction magic unfold. Want a quick walkthrough? Watch the demo video to see how easy it is to get up and running.

Final Thoughts

Docsumo’s Field Setup reimagines document processing, putting control in the hands of business users, not engineers. Whether you're normalizing data, calculating metrics, or validating outputs, everything is done in plain English.

Want to cut your document processing time in half? Sign up and try it today.