Cohesive
  • 👋 Welcome!
  • ✨Getting Started
  • Reference
    • API Documentation
      • POST: upload
      • POST: upload_async
      • Guide: Having a custom response schema
        • Template: Metrics Data
        • Template: Order Data
      • Guide: Tabular Data
    • Workflow Documentation
      • Overview
      • Templates
        • Lists
        • Math Expressions
        • Date Expressions
      • Integrations
        • ERP Integrations
        • CRM Integrations
        • Communication Integrations
    • Security Policy
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  • 🚀 What is Cohesive?
  • How Cohesive works
  • Want to deep dive?

👋 Welcome!

NextGetting Started

Last updated 2 years ago

What is Cohesive?

Cohesive is a flexible workflow solution that can automate data processing workflows regardless of source and format. Examples of files that Cohesive can process include financial statements or invoice PDFs.

Cohesive offers two options based on use case:

  • Cohesive Embedded: Offer flexible data import options to your users (of your application). Cohesive's solution (including UI components) can be embedded within your application to allow your users to import data into your product.

  • Cohesive Workflow: Automate end-to-end data workflows within your organization. Cohesive can execute entire workflows, such as extracting information from one source (e.g., PDF attachment in Outlook) and conditionally syncing to another system (e.g., ERP or CRMs).

How Cohesive works

At it's core, Cohesive leverages best-in-class AI technology to provide the most accurate and flexible data extraction tool - supporting typical hard-to-import data formats like images (.png/.jpg/.jpeg), Excel files (.xlsx), or PDFs.

Cohesive can then optionally execute automated workflows based on the extracted data. For example, Cohesive can extract Purchase Order PDF information from email attachments and automatically create a Sales Order in the ERP with the extracted information.

That's it! No coding or manual data entry required

Want to deep dive?

Dive a little deeper and start exploring our documentation to get an idea of everything that's possible with Cohesive:

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API Documentation
Workflow Documentation