🧠 Extract with Otto: Your AI-Powered Mapping Assistant

Otto is Briq’s AI-powered assistant that helps you extract and transform invoice data using natural language. Whether you're mapping a summary field or entire line items, Otto makes it faster, smarter, and more flexible.

🛠️ How to Use Otto

1. Tell Otto where to look
   Use a short, clear description of the field’s location on the invoice.

   Example:
   “The PO Number in the top right corner of the page”
   “The customer number in the top middle”

2. (Optional) Tell Otto how to transform the text
   Add custom instructions to format or adjust the value.

   Example transformations:
   “Make it all capital”
   “Add -1 to the end”
   “Remove all hyphens”

3. Combine location and transformation in one prompt
   Otto understands layered instructions.

   ✅ Example prompt:
   “Take the left 5 characters of the customer No., make it all capital and remove the hyphen.

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🧾 Use Otto on Summary Fields

1. Click the ➕ button next to the summary field you need to map

2. Select “Extract with Otto” from the options

3. Tell Otto where to look on the invoice

   Example: “The PO Number in the top right corner of the page”

4. (Optional): Tell Otto how to transform the data

   Example: “Make it all capital” or “Remove all hyphens”

   For multiple manipulations, break them out into individual prompts

5. Click “Try Prompt” to see how Otto interprets your request

6. ✅ Be amazed! Otto will extract and format the value based on your instructions

📄 Use Otto to Extract Line Items

1. Open the "Line Items" tab of your invoice

2. Click “Otto Extraction” to get started

3. Review and adjust the predefined prompts for each line item field

   These prompts guide Otto in extracting values like item descriptions, quantities, or prices

4. Click “Try Prompt” to see a table preview of your line items

5. Save the prompt if you're satisfied with the prompt example

6. ✅ Be amazed—again! Otto will now map all line items as instructed

7. 🛈 Note: Otto will now be saved as the extraction method for this vendor’s invoices going forward

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💡 Tips for Success

• Be specific and descriptive—think like you're explaining the location to a coworker.

• Otto supports layered transformations like text cleanup or formatting.

• You can revise your prompt if the output isn’t quite right—Otto improves with each iteration.

🧩 Pro Tip: Otto is especially powerful for fields that are tricky to capture with traditional tools.