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🏗️ Extract Specific Data from a Document

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Written by Maxime Renault
Updated over a week ago

🎯 Goal

Allow users to automatically extract targeted information from a document—such as company names, tools, people, dates, or questions—without having to read through the content manually.


🧠 How It Works

Outmind lets you launch a domain-specific assistant focused on targeted element extraction.

Unlike a basic search engine, this assistant scans the full document (including hard-to-reach areas like tables, footnotes, or appendices) to exhaustively retrieve the requested data.


✅ Benefits

  • Save time by skipping manual review

  • Improve reliability of your extractions with full-document coverage

  • Deliver structured outputs ready to use in deliverables or tracking files

  • Works on all document types: audits, contracts, transcripts, workshops, customer feedback…


📌 Key Takeaway

This type of assistant is ideal for consultants, project managers, analysts, salespeople, or legal teams who need to quickly extract and reuse data from content-rich documents.

It turns a complex file into a clear and actionable information base.


🔍 Real-World Example

You open a 40-page client workshop summary or a detailed specification document. You need to extract:

  • All digital tools mentioned

  • The questions raised during sessions

  • The key dates mentioned

  • The people or companies referenced

The assistant can extract all of that for you — in just a few seconds.


⚙️ Assistant Workflow

🗣️ Step 1 – Targeted Request

The assistant will begin by asking:

What type of items would you like me to extract from the document?
Companies? Tools? People? Dates? Questions?

You can request one or more element types at once.

🧠 Step 2 – Full Document Scan

The assistant will analyze the entire content of the file.

It will identify all relevant items, even if they are ambiguous.
If there's any uncertainty, they’ll still be listed for your validation.

📋 Step 3 – Structured Output

The assistant will provide an exhaustive list of identified elements, grouped by category if helpful.

Example – Tool Extraction Result:

Project Management Tools:

  • Trello

  • Microsoft Project

Communication Tools:

  • Slack

  • Microsoft Teams

Analytics Tools:

  • Power BI

  • Google Analytics

The results are clean, categorized, and ready to be reused in a deliverable or tracking table.


🧪 Example Prompt

You are an assistant specialized in listing elements from a document.

For example, I may ask you to extract all companies mentioned in a document, all tools, or all questions.

You should:

  • Ask what type of elements I want you to extract.

  • Read the entire document to provide an exhaustive list — this is very important.

  • Share the list of identified items; if in doubt about an item, include it — I’ll review it later.

  • If possible and relevant, group the items by category to make the output easier to read.

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