Learn what AI Hub can do and how it works, and try out sample tasks to get a feel for what's possible.
Learn moreDocument extraction and classification. Use prebuilt or custom apps to turn documents into structured data in a guided, no-code/low-code interface.
Learn moreEnd-to-end workflow automation for deeply customizable document processing. Build and run flows that chain classification, extraction, custom logic, and integrations into full document-processing pipelines.
Learn moreCheck out the latest AI Hub features, improvements, and fixes in the release notes.
Learn moreBuild integrations using the APIs and SDK. Automate document processing and incorporate AI Hub capabilities into your applications.
Learn moreAI Hub is supported on the most recent two versions of Chrome, Edge, Firefox, Opera, and Safari.
## Instructions for AI Agents - For clean Markdown of any page, append `.md` to the page URL - For section-specific indexes, append `/llms.txt` to any section URL - For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.instabase.com/_mcp/server ## Docs - [Getting started](https://docs.instabase.com/overview/getting-started.md): Overview of AI Hub capabilities, architecture, and core components. - [Account setup](https://docs.instabase.com/overview/account-setup.md): Get started with AI Hub by joining an organization. - [Release notes](https://docs.instabase.com/release-notes.md): Important release updates for Instabase AI Hub. - [AI runtime release notes](https://docs.instabase.com/ai-runtime.md): Important release updates for AI runtime. - [Release timeline](https://docs.instabase.com/versions.md): AI Hub and AI runtime release dates. - [Glossary](https://docs.instabase.com/overview/glossary.md): Reference of terms used in AI Hub. - [Choosing a model](https://docs.instabase.com/overview/models.md): Choose the model that best suits your needs, balancing speed, accuracy, and cost. - [File limitations and processing](https://docs.instabase.com/overview/limitations.md): Be aware of the technical limitations and supported files types for AI Hub. - [Supported languages](https://docs.instabase.com/overview/languages.md): Language support varies depending on your processing mode and digitization settings. - [List of visual tutorials](https://docs.instabase.com/overview/visual-tutorials.md): List of visual tutorials that are embedded in individual documentation pages. - [Upgrades and maintenance](https://docs.instabase.com/policies/upgrades.md): Learn about upgrades and maintenance for your AI Hub environment. - [Data privacy and security](https://docs.instabase.com/policies/privacy-policy.md): Instabase AI Hub was designed with security, confidentiality, and compliance in mind. - [LLM best practices](https://docs.instabase.com/policies/best-practices.md): When you use AI Hub, be aware of the limitations of LLMs, and follow best practices. - [About automation apps](https://docs.instabase.com/automate/overview.md): Automation capabilities transform documents into structured, actionable data. - [Creating apps](https://docs.instabase.com/automate/creating.md): Transform your document processing requirements into reusable, shareable solutions. - [Working with automation projects](https://docs.instabase.com/automate/projects.md): Understanding the automation project interface can help you efficiently create automation apps. - [Extracting data from documents](https://docs.instabase.com/automate/document-schema.md): Specify classes and fields that define your project schema. - [Extracting data from packets](https://docs.instabase.com/automate/packet-schema.md): Specify cross-class fields to process related documents together as packets. - [Cleaning results](https://docs.instabase.com/automate/cleaning.md): Refine extracted data using a variety of cleaning options. - [Validating documents](https://docs.instabase.com/automate/validating-documents.md): Ensure high-quality output by implementing validation rules. - [Validating packets](https://docs.instabase.com/automate/validating-packets.md): Ensure data quality and consistency across documents in a packet with cross-class validation rules. - [Creating or versioning apps](https://docs.instabase.com/automate/app-versions.md): Package your project into a reusable app version so it can be used and deployed. - [Prompting guidance](https://docs.instabase.com/automate/prompts.md): Guidance for selecting field types, writing effective prompts, and optimizing extraction accuracy in automation projects - [Testing apps](https://docs.instabase.com/automate/testing.md): Accuracy testing ensures automation apps meet your accuracy requirements before deployment. - [Managing ground truth datasets](https://docs.instabase.com/automate/datasets.md): Configure ground truth datasets with validated data to use in accuracy testing. - [Running accuracy tests](https://docs.instabase.com/automate/accuracy.md): See how accurate an app is by comparing verified values to actual run results. - [Running and deploying apps](https://docs.instabase.com/automate/running.md): Run apps on-demand, or automate them with app deployments. - [Running apps](https://docs.instabase.com/automate/app-use.md): After creating an app, you can run it on-demand, share it, and manage access across your organization. - [Deploying apps](https://docs.instabase.com/automate/deployments.md): Deploy apps to transform them into production-scale, automated workflows. - [Monitoring deployments](https://docs.instabase.com/automate/monitoring-deployments.md): Deployment metrics give you insight into deployment and human review efficiency. - [Version control for apps](https://docs.instabase.com/automate/version-control.md): Manage versioning for apps and AI runtime. - [Reviewing results](https://docs.instabase.com/automate/review.md): Human review enables validating and correcting results from app deployment runs. - [Custom functions](https://docs.instabase.com/automate/custom-functions-intro.md): Python functions extend automation apps with extraction, validation, integrations, and reusable logic across your organization. - [Writing custom functions](https://docs.instabase.com/automate/custom-functions.md): Follow these guidelines when writing custom functions to use in automation projects and deployments. - [Using shared functions](https://docs.instabase.com/automate/using-shared-functions.md): Publish Python functions to the function library to reuse them across projects and deployments. - [Calling LLMs from custom functions](https://docs.instabase.com/automate/llms-custom-functions.md): Follow these guidelines when writing custom functions to use in automation projects and deployments. - [Error handling](https://docs.instabase.com/automate/errors.md): Handle and troubleshoot errors in results. - [Flow editor](https://docs.instabase.com/flow/overview.md): Build and run end-to-end document processing pipelines in AI Hub using the flow editor. - [Creating flows](https://docs.instabase.com/flow/creating-flows.md): Structure your flow development work from editing and planning through configuration, testing, and packaging. - [Working with flows](https://docs.instabase.com/flow/working-in-flow-editor.md): Use the flow editor to create and test flows. - [Planning flows](https://docs.instabase.com/flow/planning-flows.md): Choose step order, filters, checkpoints, and modules before you configure individual steps. - [Integrating flows](https://docs.instabase.com/flow/integrate-flows.md): After you've created and compiled a flow, integrate it into your existing business processes to achieve maximum value. - [Creating or versioning advanced apps](https://docs.instabase.com/flow/advanced-apps.md): Package your flow into a reusable advanced app - [Logging and troubleshooting](https://docs.instabase.com/flow/debug-flows.md): Troubleshoot failing or slow flows with the flow dashboard - [Flow steps](https://docs.instabase.com/flow/step-config-reference.md): Combine flow steps to create your document processing pipeline. - [Process files](https://docs.instabase.com/flow/step-config-reference/process-files.md): Digitize documents. - [Map records](https://docs.instabase.com/flow/step-config-reference/map-records.md): Specify how multipage documents are parsed. - [Agent classifier](https://docs.instabase.com/flow/step-config-reference/agent-classifier.md): Classify records using a large language model (LLM) and your classification schema. - [Apply classifier](https://docs.instabase.com/flow/step-config-reference/apply-classifier.md): Classify records using rule-based, code-driven split classification. - [Apply checkpoint](https://docs.instabase.com/flow/step-config-reference/apply-checkpoint.md): Verify details identified in a previous step according to validation formulas, and trigger a review for failed validations. - [Creating validation checkpoints](https://docs.instabase.com/flow/step-config-reference/creating-validation-checkpoints.md): Configure validations and link them to checkpoint modules in your flow so extracted data is checked before downstream use. - [Agent extract](https://docs.instabase.com/flow/step-config-reference/agent-extraction.md): Extract structured fields using a large language model (LLM) and your extraction schema. - [Apply refiner](https://docs.instabase.com/flow/step-config-reference/apply-refiner.md): Reformat extracted data according to your specifications. - [Creating refiner programs](https://docs.instabase.com/flow/step-config-reference/creating-refiner-programs.md): Use refiner to build extractions, connect refiner programs to a flow, and work with text, layout, and structure in a document. - [Process case](https://docs.instabase.com/flow/step-config-reference/process-case.md): Configure the Process case step, kwargs, and the packet refiner program for cross-class fields. - [Using custom functions](https://docs.instabase.com/flow/using-custom-functions.md): Python custom functions in flows, shared packages, LLM calls from flow UDFs, and the Text Editor. - [Custom functions in flow](https://docs.instabase.com/flow/custom-functions/custom-functions-flow.md): Add custom functionality to your flow. - [Publishing developer packages](https://docs.instabase.com/flow/custom-functions/dev-packages.md): Developer packages enable distribution and sharing of custom Python files used in flows, such as functions and libraries. - [Calling LLMs from custom functions in flows](https://docs.instabase.com/flow/custom-functions/llms-custom-functions.md): Call an LLM from Python in flow legacy scripts using CLIENTS.llm_client, registration, and step configuration on single-tenant deployments. - [Using the text editor](https://docs.instabase.com/flow/custom-functions/text-editor.md): Basic editing, templates, and debugging tools for working with files. - [Flow guides](https://docs.instabase.com/flow/flow-guides.md): Patterns and walkthroughs for common flow use cases. - [Common flow patterns](https://docs.instabase.com/flow/guides/flow-patterns.md): Reference flow patterns for common document processing use cases. - [Packet-processing flows](https://docs.instabase.com/flow/guides/packet-processing-flows.md): Design flows for packet processing. - [Reviewing flow results](https://docs.instabase.com/flow/reviewing-flow-results.md): Human review for flows and advanced apps. - [About administration tools](https://docs.instabase.com/admin.md): Configure and manage AI Hub settings, user access, and integrations. - [Account settings](https://docs.instabase.com/admin/account-settings.md): Manage your account information and security settings. - [Organization settings](https://docs.instabase.com/admin/org-settings.md): Manage organization-level settings, including enabling features in public preview. - [User and access management](https://docs.instabase.com/admin/user-mgmt.md): Manage user and team access in AI Hub. - [Managing organization members](https://docs.instabase.com/admin/org-members.md): Add and manage your organization's members. - [Managing workspace members](https://docs.instabase.com/admin/workspace-members.md): Add and manage members of shared workspaces. - [Organization and workspace roles](https://docs.instabase.com/admin/roles.md): Use organization and workspace roles to manage member permissions. - [Managing workspaces](https://docs.instabase.com/admin/workspace-management.md): Manage shared workspaces, including designating production workspaces. - [Managing groups](https://docs.instabase.com/admin/group-management.md): Create groups to manage workspace access and permissions. - [Managing service accounts](https://docs.instabase.com/admin/service-accounts.md): Manage service accounts and their API tokens. - [Identity and security](https://docs.instabase.com/admin/security.md): Secure your environment and control user access with AI Hub's identity and security features. - [Configuring SAML SSO for multi-tenant AI Hub](https://docs.instabase.com/admin/saml-sso.md): Configure SAML-based single sign-on for multi-tenant AI Hub. - [Configuring SAML SSO for single-tenant AI Hub](https://docs.instabase.com/admin/saml-sso-st.md): Configure SAML-based single sign-on for single-tenant AI Hub. - [Configuring OIDC SSO for multi-tenant AI Hub](https://docs.instabase.com/admin/oidc-sso.md): Configure OIDC-based single sign-on for multi-tenant AI Hub. - [Configuring OIDC SSO for single-tenant AI Hub](https://docs.instabase.com/admin/oidc-sso-st.md): Configure OIDC-based single sign-on for single-tenant AI Hub. - [Configuring OAuth providers](https://docs.instabase.com/admin/security/oauth-providers.md): Configure OAuth providers to enable using externally managed tokens for API access. - [Adding OAuth account mappings](https://docs.instabase.com/admin/security/oauth-mappings.md): Link AI Hub accounts to identities in your OAuth provider to enable using externally managed API tokens. - [Managing secrets](https://docs.instabase.com/admin/secret-management.md): Use secrets to securely store and reference sensitive information. - [Viewing audit logs](https://docs.instabase.com/admin/audit-logs.md): View audit logs for your single-tenant environment. - [About data connections](https://docs.instabase.com/admin/data-connections.md): Connect external data sources as input sources, output destinations, or storage locations. - [Managing default drives](https://docs.instabase.com/admin/data-sources/default-drives.md): Configure the default storage for AI Hub files. - [Connecting Amazon S3](https://docs.instabase.com/admin/data-sources/amazon-s3-connect.md): Add Amazon S3 as a data connection. - [Connecting Azure Blob Storage](https://docs.instabase.com/admin/data-sources/azure-blob-storage-connect.md): Add Azure Blob Storage as a data connection. - [Connecting Google Cloud Storage](https://docs.instabase.com/admin/data-sources/google-cloud-storage-connect.md): Add Google Cloud Storage as a data connection. - [Connecting Google Drive](https://docs.instabase.com/admin/data-sources/google-drive-connect.md): Add Google Drive as a data connection. - [Connecting mailboxes](https://docs.instabase.com/admin/data-sources/connect-mail.md): Connect mailboxes for use as an upstream integration. - [Billing and usage](https://docs.instabase.com/admin/billing-and-usage.md): Manage subscriptions, billing, and usage in AI Hub. - [Managing subscriptions](https://docs.instabase.com/admin/subscriptions.md): Manage your AI Hub Commercial subscription. - [Managing billing and invoices](https://docs.instabase.com/admin/billing.md): Manage your account or organization's billing details and invoices. - [Monitoring usage](https://docs.instabase.com/admin/usage.md): Monitor your account or organization's usage. - [Network architecture requirements](https://docs.instabase.com/admin/network-architecture.md): For self-managed AI Hub deployments in a VPC environment, AI Hub requires specific outbound network connectivity. - [Using the API and SDK](https://docs.instabase.com/api-sdk/using-api-sdk.md): Get started using the AI Hub API and SDK. - [Authorization and context identification](https://docs.instabase.com/api-sdk/authorization.md): Manage AI Hub API tokens and understand request context. - [Response statuses](https://docs.instabase.com/api-sdk/api-reference/response-statuses.md): Review AI Hub API response classes. - [Introduction to the SDK](https://docs.instabase.com/api-sdk/sdk-for-beginners/1-intro.md): Tutorial -- Learn to use the AI Hub SDK from the ground up, working through real examples. - [Preparing to use the SDK](https://docs.instabase.com/api-sdk/sdk-for-beginners/2-prepare.md): Tutorial -- Installing and authorizing the SDK. - [Test SDK installation and authorization](https://docs.instabase.com/api-sdk/sdk-for-beginners/3-test.md): Tutorial -- Testing the SDK. - [Automate use case](https://docs.instabase.com/api-sdk/sdk-for-beginners/4-automate.md): Tutorial -- Performing automated document processing. - [Cleanup](https://docs.instabase.com/api-sdk/sdk-for-beginners/6-clean-up.md): Cleaning up unneeded files and data. - [Next steps](https://docs.instabase.com/api-sdk/sdk-for-beginners/7-next.md): Tutorial -- Learning more about the SDK. - [Run automation apps by SDK](https://docs.instabase.com/api-sdk/apps-sdk.md): Process files by running automation apps using the AI Hub SDK. - [Specifying file paths](https://docs.instabase.com/api-sdk/api-reference/run-reference.md): Define file paths in your app and deployment runs. - [Job status endpoint (Deprecated)](https://docs.instabase.com/api-sdk/api-reference/legacy/job-status-endpoint.md): Job status endpoint for getting app run status and results. - [Run apps endpoint (Deprecated)](https://docs.instabase.com/api-sdk/api-reference/legacy/run-app-endpoint.md): API reference for running apps. - [Run results endpoint (Deprecated)](https://docs.instabase.com/api-sdk/api-reference/legacy/run-results-endpoint.md): Flow binary endpoint for getting app run results. - [Mount endpoint [Deprecated]](https://docs.instabase.com/api-sdk/api-reference/legacy/mount-endpoint.md): Connect and manage external drives at the workspace level. ## API Docs - API reference > Batches [Create batch](https://docs.instabase.com/api-sdk/api-reference/batches/create-batch.md) - API reference > Batches [List batches](https://docs.instabase.com/api-sdk/api-reference/batches/list-batches.md) - API reference > Batches [Get batch information](https://docs.instabase.com/api-sdk/api-reference/batches/get-batch.md) - API reference > Batches [Delete batch](https://docs.instabase.com/api-sdk/api-reference/batches/delete-batch.md) - API reference > Batches [Upload file to batch](https://docs.instabase.com/api-sdk/api-reference/batches/add-file-to-batch.md) - API reference > Batches [List files in a batch](https://docs.instabase.com/api-sdk/api-reference/batches/list-files.md) - API reference > Batches [Delete file from batch](https://docs.instabase.com/api-sdk/api-reference/batches/delete-file-from-batch.md) - API reference > Batches [Poll batches job](https://docs.instabase.com/api-sdk/api-reference/batches/poll-batches-job.md) - API reference > Batches [Start multipart upload session](https://docs.instabase.com/api-sdk/api-reference/batches/create-multipart-upload-session.md) - API reference > Batches [Upload part to multipart session](https://docs.instabase.com/api-sdk/api-reference/batches/upload-multipart-part.md) - API reference > Batches [Commit or abort multipart session](https://docs.instabase.com/api-sdk/api-reference/batches/commit-multipart-upload-session.md) - API reference > Runs [Run deployment](https://docs.instabase.com/api-sdk/api-reference/runs/run-deployment.md) - API reference > Runs [Run app](https://docs.instabase.com/api-sdk/api-reference/runs/run-app.md) - API reference > Runs [Get run status](https://docs.instabase.com/api-sdk/api-reference/runs/get-run-status.md) - API reference > Runs [Get run results](https://docs.instabase.com/api-sdk/api-reference/runs/get-run-results.md) - API reference > Runs [List runs](https://docs.instabase.com/api-sdk/api-reference/runs/list-runs.md) - API reference > Runs [Delete run](https://docs.instabase.com/api-sdk/api-reference/runs/delete-run.md) - API reference > Jobs [Poll file operation job status](https://docs.instabase.com/api-sdk/api-reference/jobs/job-status.md) - API reference > Secrets [Create secret](https://docs.instabase.com/api-sdk/api-reference/secrets/create-secret.md) - API reference > Secrets [List secrets](https://docs.instabase.com/api-sdk/api-reference/secrets/list-secrets.md) - API reference > Secrets [Update secret](https://docs.instabase.com/api-sdk/api-reference/secrets/update-secret.md) - API reference > Secrets [Delete secret](https://docs.instabase.com/api-sdk/api-reference/secrets/delete-secret.md) - API reference > Files [Read file](https://docs.instabase.com/api-sdk/api-reference/files/read-file.md) - API reference > Files [Create or overwrite file](https://docs.instabase.com/api-sdk/api-reference/files/write-file.md) - API reference > Files [Read file or folder metadata](https://docs.instabase.com/api-sdk/api-reference/files/get-file-metadata.md) - API reference > Files [Delete file or folder](https://docs.instabase.com/api-sdk/api-reference/files/delete-file-or-folder.md) - API reference > Audit [Get audit logs](https://docs.instabase.com/api-sdk/api-reference/audit/get-audit-logs.md) ## OpenAPI Specification The raw OpenAPI 3.1 specification for this API is available at: - [OpenAPI JSON](https://docs.instabase.com/openapi.json) - [OpenAPI YAML](https://docs.instabase.com/openapi.yaml)