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AI Hub
OverviewApp editorFlow editorAdminAPI & SDK
AI Hub
OverviewApp editorFlow editorAdminAPI & SDK
  • App editor
    • About automation apps
    • Creating apps
      • Working with projects
      • Extracting data from documents
      • Extracting data from packets
      • Cleaning results
      • Validating documents
      • Validating packets
      • Creating or versioning apps
      • Prompting guidance
    • Testing apps
    • Running and deploying apps
    • Version control for apps
    • Human review
    • Custom functions
    • Error handling
On this page
  • Creating an app
  • Adding an app version
App editorCreating apps

Creating or versioning apps

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After you’ve built and refined your automation project, the next step is packaging it into a reusable automation app. Creating an app transforms your project into a shareable, deployable solution that can be run consistently across different environments and shared with other users in your organization.

Creating an app

Creating an app lets you reuse, automate, and share your project functionality.

  1. From your automation project, hover over the App workflow selector, then click Create app.

  2. Confirm the name of your app and specify optional details, then click Next.

    • Name — By default, apps are assigned the same name as the corresponding automation project. You can change app name as needed when you create the app, but it can’t be changed later.

    • Description — Enter a description for the app to help users understand its purpose.

    • App customization — Allows users with app access to copy and modify its source project.

    • App icon — Upload an icon to represent your app. Icons can be up to 2 MB.

    • Sample files (standard apps) — Upload up to three representative files so users can preview app functionality.

    • Sample packet (apps with cross-class fields) — Upload one representative packet containing multiple related document types so users can preview app functionality.

  3. Confirm version details, then click Create app.

    • Version — By default, the first version of your app is numbered 0.0.1.

    • AI runtime updates — Select whether the app adopts the latest AI runtime version automatically as soon as it’s released, or when the current version expires, which allows time for testing and manual deployment.

    • Release notes — Describe what changed in this app version.

    • Version visibility — Select whether this app version is private or shared. For more details, see Sharing apps.

    Your app is created and published to the Hub.

🎓 Visual tutorial: Creating an app from a project

Adding an app version

When you make changes to an app’s underlying project, such as modifying settings, fields, or validations, you can create a new version of the app that includes your changes.

  1. From your automation project, hover over the App workflow selector, then click Add version.

  2. Confirm version details, then click Add version.

    • Version — Select whether this version of your app is a major (3.0.0), minor (2.1.0), or patch (2.0.1) increment.

    • AI runtime updates — Select whether the app adopts the latest AI runtime version automatically as soon as it’s released, or when the current version expires, which allows time for testing and manual deployment.

    • Release notes — Describe what changed in this app version.

    • Version visibility — Select whether this app version is private or shared. For more details, see Sharing apps.

    Your app version is created and added to the app’s Version history page.