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Oct 9, 2024
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Basic and advanced options #275

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73 changes: 2 additions & 71 deletions platform/workflows.mdx
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Original file line number Diff line number Diff line change
Expand Up @@ -37,11 +37,8 @@ To create a workflow:
- **Basic** is a good choice if you have text-only documents that have no images or tables in them.
- **Advanced** is a good choice if you have complex documents that have images or tables or both in them.

Learn about the predefined settings for [Basic](#basic-workflow-settings) and [Advanced](#advanced-workflow-settings).

If neither the **Basic** nor **Advanced** predefined settings meet your needs, click **Custom** to define different settings.
If **Custom** is not available, click **Request Access**, and wait for Unstructured to enable it.
Learn how to define [Custom](#custom-workflow-settings) workflow settings.
To fine-tune your workflow's settings, click **Custom**. If **Custom** is not available, click **Request Access**,
and wait for Unstructured to enable it. Learn how to define [Custom](#custom-workflow-settings) workflow settings.

7. If you want to run this workflow on a regular basis, in the **Schedule** section, select one of the time periods in the **Schedule Type** list:

Expand All @@ -52,72 +49,6 @@ To create a workflow:

8. Click **Save**.

## Basic workflow settings

To apply the following predefined advanced workflow settings, in the **Workflow Settings** section of a workflow, click **Basic**.

To learn more about these settings, see the descriptions for [Custom workflow settings](#custom-workflow-settings).

- **Transform** section:

- [Strategy](/platform/partitioning): **Fast**
- [Image summarization](/platform/summarizing): **None**
- [Table summarization](/platform/summarizing): **None**
- **Connector Settings**:

- **Include Page Breaks**: No (unchecked)
- **Infer Table Structure**: Yes (checked)

- **Elements to Exclude**: None (nothing selected)

- [Chunk](/platform/chunking) section:

- **Chunker Type**: **Basic**
- **Include Original Elements**: No (unchecked)
- **Max Characters**: **2048**
- **New After N Characters**: **1500**
- **Overlap**: **160**
- **Overlap All**: No (unchecked)

- [Embed](/platform/embedding) section:

- **Vendor**: **OpenAI**
- **Embedding Model**: [text-embedding-3-small](https://platform.openai.com/docs/guides/embeddings) (1536 dimensions)

## Advanced workflow settings

To apply the following predefined advanced workflow settings, in the **Workflow Settings** section of a workflow, click **Advanced**.

To learn more about these settings, see the descriptions for [Custom workflow settings](#custom-workflow-settings).

- **Transform** section:

- [Strategy](/platform/partitioning): **Hi Res**
- [Image summarization](/platform/summarizing): **Claude 3.5 Sonnet**
- [Table summarization](/platform/summarizing): **GPT-4o**
- **Connector Settings**:

- **Include Page Breaks**: No (unchecked)
- **Infer Table Structure**: No (unchecked)

- **Elements to Exclude**: None (nothing selected)

- [Chunk](/platform/chunking) section:

- **Chunker Type**: **Chunk By Title**
- **Combine Text Under N Characters**: **0**
- **Include Original Elements**: No (unchecked)
- **Max Characters**: **2048**
- **Multipage Sections**: Yes (checked)
- **New After N Characters**: **1500**
- **Overlap**: **160**
- **Overlap All**: No (unchecked)

- [Embed](/platform/embedding) section:

- **Vendor**: **OpenAI**
- **Embedding Model**: [text-embedding-3-large](https://platform.openai.com/docs/guides/embeddings) (3072 dimensions)

## Custom workflow settings

To define custom workflow settings, in the **Workflow Settings** section of a workflow, click **Custom**.
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9 changes: 3 additions & 6 deletions snippets/quickstarts/platform.mdx
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Expand Up @@ -50,12 +50,9 @@ You will need:
- **Basic** is a good choice if you have text-only documents that have no images or tables in them.
- **Advanced** is a good choice if you have complex documents that have images or tables or both in them.

Learn about the predefined settings for [Basic](/platform/workflows#basic-workflow-settings) and [Advanced](/platform/workflows#advanced-workflow-settings).

If neither the **Basic** nor **Advanced** predefined settings meet your needs, click **Custom** to define different settings.
If **Custom** is not available, click **Request Access**, and wait for Unstructured to enable it.
Learn how to define [Custom](/platform/workflows#custom-workflow-settings) workflow settings.

To fine-tune your workflow's settings, click **Custom**. If **Custom** is not available, click **Request Access**,
and wait for Unstructured to enable it. Learn how to define [Custom](/platform/workflows#custom-workflow-settings) workflow settings.

7. If you want to run this workflow on a regular basis, select one of the time periods in the **Schedule Type** list.
8. Click **Save**.
</Step>
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