FormX Product Update - FormX Workspace

Learn more about FormX’s latest Workspace feature, providing a platform for you to upload documents, manage the extracted results, download them in batch as Excel files, and connect the platform with third-party platforms.

Published on
November 3, 2023

FormX has taken another step towards providing a low/no-code data extraction solution that allows users to manage every single step of data extraction on a single platform.

In addition to training and configuring your extractors, FormX Workspace now provides an intuitive and user-friendly platform for you to:

  • drag-and-drop to upload documents for extraction
  • download, delete the extracted results
  • easily connect FormX with third-party platforms or apps to build an automated workflow.

Continue reading to see how FormX Workspace works.

Create Your Workspace and Connect to an Extractor

Click on “Workspaces” at the sidebar to create your first workspace.

When creating a workspace, you must connect it with an extractor that you’ve built/trained or you can click on “Use a new prebuilt extractor instead” if you haven’t created an extractor.

Upload Documents for Extraction

After creating your workspace, you can then select one or several files, supported file types including PDF, JPG, PNG, and WebP, to batch process your documents.

The Workspace will show a list of documents that you just uploaded along with their extraction status and time of upload.

To check the result of each document, click on the file name. You will be able to see the data fields and their corresponding values.

Export Selected Files to Excel

To download the extracted results as Excel file, select all the files you wish to export and click on the “Export to Excel” button. The Workspace will then generate an Excel file with the selected extracted results.


We’re working on integrating FormX Workspace with different platforms for import and export automation.

In the future, you can upload images on common platform or automatically import files from Gmail, and the extracted results will be sent to Google Drive or other platforms of your choice. Building a no-code data extraction workflow with FormX will only take a few steps in the future.

Contact us if you want to set up integration with FormX Workspace so that we can set up an automated workflow tailored to your use cases.

Extract data from these documents
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Purchase Orders
Bank Statements
Contracts & Agreements
HR Forms & Applications
Shipping Orders & Delivery Notes
Loyalty Members Applications
Annual Reports
Business Certificates
Personnel Licenses
And much more!