DocuTray Advanced

Guide users through creating and managing custom document types for DocuTray. Assumes DocuTray is already set up (see docutray-setup skill) and the user is familiar with core commands (see docutray-platform skill).

1. Document Type Workflow

When a user wants to extract data from a document not covered by existing types, follow this decision tree:

Step 1: Check Existing Types

Before creating anything, check what already exists:

# Search for types matching the document
docutray types list --search "invoice"

# Auto-detect the document type
docutray identify document.pdf