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Document

Maxun can work with documents in two ways — pull out specific data fields, or convert the whole document into a clean format.

Note: Document robots is in beta.

Supported Files​

Document robots accept PDF, CSV, and XLSX files, up to 10 MB. For multi-sheet XLSX files, each sheet is treated as a separate page.

Extract​

Upload a PDF, CSV, or XLSX file and tell Maxun what information you want from it. Maxun figures out the structure automatically and saves it as a reusable robot — so you can run it on new documents any time.

How It Works​

  1. Upload a sample document (PDF, CSV, or XLSX).
  2. Describe what you want to extract (e.g. "invoice number, vendor name, and total amount").
  3. Maxun creates a robot that can extract those fields from any similar document.
  4. Run the robot whenever you have a new file to process.

✅ When to Use Extract​

  • You need specific fields from documents like invoices, contracts, or offer letters.
  • You receive the same type of document repeatedly and want to automate processing it.

Parse​

Upload a PDF, CSV, or XLSX file and convert it into clean Markdown, HTML, a list of links, or an AI-generated summary. No configuration needed — just pick your format and run.

How It Works​

  1. Upload a document (PDF, CSV, or XLSX).
  2. Choose your output format — Markdown, HTML, Links, or Summary.
  3. Maxun converts the document and makes it available for every run.

Output Formats​

  • Markdown — The full document as clean, readable Markdown. Great for feeding into AI tools.
  • HTML — The document as structured HTML.
  • Links — Every URL found in the document, deduplicated.
  • Summary — A concise, AI-generated summary of the document. Requires an LLM provider (Ollama, Anthropic, or an OpenAI-compatible provider), configured when you create the robot.

Note: The Summary format uses your configured LLM. For Ollama it runs locally with no key; for hosted providers you must supply an API key when creating the robot, or set ANTHROPIC_API_KEY / OPENAI_API_KEY in your server environment.

✅ When to Use Parse​

  • You want to feed a document into an AI tool or pipeline.
  • You need the content of a document in a readable, structured format.

Using with SDK​

Both robot types are available through the Maxun SDK.

Using with CLI​

# Extract specific fields from a PDF, CSV, or XLSX file
maxun robots doc-extract invoice.pdf \
  --prompt "Extract invoice number, vendor name, and total amount" \
  --name "Invoice Extractor"

# Convert a document to Markdown, HTML, links, and a summary
maxun robots doc-parse report.pdf \
  --formats "markdown,html,links,summary" \
  --name "Report Parser"

# Parse a spreadsheet
maxun robots doc-parse data.xlsx \
  --formats "markdown" \
  --name "Spreadsheet Parser"