Schemas and Templates
Learn how to use schemas and templates
What is a schema?
Every Kadoa workflow requires a data schema that defines:
- The entity to extract (e.g., products, jobs, news articles)
- The specific fields to capture (e.g., title, price, description)
- The format of the extracted data
What if you want to reuse the same schema across many sources? The answer is templates.
What is a template?
Templates automatically handle navigation, extraction, and normalization across any number of sources, without requiring custom code for each new page.
A template includes:
- Pre-configured data schema
- Navigation patterns
- Extraction rules
- Data formatting settings
How to create templates
There are two ways to create and manage templates:
1. Create a template from scratch
- Create a new workflow using Auto-detect
- Configure the workflow schema
- Go to My Templates tab on your dashboard and click ‘Add New Template.’ You can now reuse a template from an existing workflow. Note: This option is currently not available for workflows that already use a pre-defined template.
- Give your template a name and description
- That’s it! You can now create workflows with this template, and the data will be automatically extracted and transformed into your desired format, regardless of the source.
2. Customize a pre-built template
- Navigate to My Templates page on your dashboard
- Click “Add new template”
- Choose a pre-defined template as a starting point, based on your use case (e.g., products, jobs, news)
- Customize the template by adding, removing, or modifying fields
- Save your customized template
Using your templates
When you create a new workflow, you can choose to use one of your templates.
Enterprise templates
We’ve taken our most popular enterprise use cases and packaged them into ready-to-use workflows that handle all the steps for you.
Our initial release includes five enterprise templates designed for financial firms. You can explore them here.
Need a custom template? Contact our support team for assistance.