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Creating a Dashboard AI Employee

Ema's Document Intelligence Suite empowers you to perform bulk analysis and reasoning over unstructured data by creating a dashboard-based AI Employee. This guide walks you through building a workflow using GWE, categorizing documents, extracting key data, and validating rules on documents.

The following instructions use a financial use case -- analyzing invoices and purchase orders -- as an example.

Agents Used

  • Document Categorizer
  • Entity Extraction with Documents

Step 1: Locate the Dashboard AI Employee Tile

Scroll down to find the tile labeled GWE Dashboards Persona.

Step 2: Create a New Dashboard AI Employee

Click Create on the tile and assign a name to your new AI Employee. In this example, the workflow demonstrates a financial use case.

Step 3: Access the Configuration Page

You will be directed to the configuration page where no agents are present initially. Notice the new tab labeled Table, which contains an empty dashboard with a single input column for documents. Output columns will appear as the workflow is developed.

Step 4: Open the Workflow Builder

Proceed to the Workflow Builder. In the builder, you will see a new trigger type where the output is the document uploaded by end users on the dashboard.

Step 5: Integrate Document Intelligence Agents

Search for the Document Categorizer agent and integrate it into your workflow. Configure its input to accept documents from the designated trigger.

Step 6: Create Document Categories

Set up categories to classify the uploaded documents. For this financial use case, create categories for Invoice and Purchase Order. For each category, provide detailed descriptions and example phrases to improve categorization accuracy.

Step 7: Create Workflow Branches for Each Category

Establish distinct branches in the workflow based on the document categories. For invoices, the workflow will extract specific values such as the invoice number and supplier name.

Step 8: Configure Data Extraction for Invoices

  1. Locate the agent named Entity Extraction with Documents.
  2. Pass the documents from the trigger to this agent.
  3. Configure the columns to extract the required data. For instance, add a column for Invoice Number.
  4. Provide example phrases and instructions, specify the expected output format, and indicate if the value is text, numeric, or Boolean.
  5. Use Advanced Settings to restrict outputs to a predefined list of values if necessary (for example, defining short or long invoice types).
  6. Add an additional column for Supplier Name.

Step 9: Rename and Publish the Invoice Extraction Agent

  1. Rename this agent to Invoice Extractor.
  2. Set the trigger conditions so that this agent activates only when the document category is identified as an invoice.
  3. Publish the extraction columns' outputs to display them on your dashboard.

Step 10: Set Up Extraction for Purchase Orders

Repeat the configuration steps for purchase orders:

  1. Create a branch that activates when the document category is Purchase Order.
  2. Integrate an agent to extract the Purchase Order Number and Supplier Name.
  3. Rename this agent to Purchase Order Extractor.
  4. Configure the inputs and trigger conditions appropriately and publish the agent's outputs as workflow results.

Step 11: Display Extracted Data on Your Dashboard

Once the extraction agents are configured and their outputs published, the new columns (such as invoice number, supplier name, purchase order number) will appear in the dashboard's table view.

Step 12: Activate the Dashboard AI Employee

After completing the workflow setup, ensure that the AI Employee is activated so end users can log in and view the dashboard with the extracted data.

Multi-Line Extraction

To extract multiple values for one or many columns (for example, item name, item quantity, item price), follow these steps during the column setup in the extraction agent configuration.

Example: Extract supplier name, supplier address, item name, item quantity, and item price from a purchase order. For a given purchase order, some columns (item name, item quantity, item price) can have multiple values.

  1. Follow Steps 1 through 4 as described above.
  2. Locate the Entity Extraction with Documents agent and pass documents from the trigger.
  3. Enter the column name and description.
  4. Select group as the output format. On selection, sub-columns will appear.
  5. Select the multi value checkbox.
  6. Add sub-column names and descriptions.
  7. To add more sub-columns, select Add sub columns.
  8. Publish the outputs to display the new columns in the dashboard's table view.

Next Steps

Last updated: Jul 3, 2026