01 / Platform context

The work started with the platform, not the dashboard.

The workflow identifies the document type, extracts its fields and tables, supports human review, and compares the results with a reference.

I joined Cate on the design team in 2025. I helped adapt earlier concepts to the newer agent model, delivered interaction designs and specifications for Document Classifier and Extractor, and contributed shared canvas and component patterns.

I also worked with adjacent teams on shared document-review patterns.

Parallel feature arc

Classify, extract, review, then evaluate.

I worked on document setup and human review alongside the broader canvas work. Accuracy Evaluation came later, adding a way to compare extracted fields with reference values.

Document Processing feature arc

  1. 01 · Classify

    Establish the document type

    Suggested classes make the system recommendation visible before the workflow moves forward.

  2. 02 · Extract

    Shape the information model

    Field setup connects the source document to the structure the workflow needs.

  3. 03 · Review

    Put uncertainty in context

    Review keeps uncertain output and its source close enough for a person to resolve the difference.

  4. Later phase · Evaluate

    Make quality inspectable

    Accuracy Evaluation compares extracted and reference values field by field.

01

Classify

Document classifier setup with two fictional sample classes
Class setup
02

Extract

Document extractor field editor using a fictional purchase order
Field setup
03

Review

Document review table with editable fictional extracted values
Table correction
Document review screen showing verified fictional output
Verified output
04

Evaluate

Evaluation screen showing a fictional uploaded test set
Test set
Evaluation screen prompting a rerun after extractor changes
Rerun and inspect
Evaluation screen with fictional field-level comparison
Evaluation results
Evaluation screen with extraction indicators on a fictional source document
Field indicators

The screens use fictional sample data. The values shown are examples, not measured product results.

Trust comes from a workflow people can inspect.

Document Extractor and Accuracy Evaluation were released in July 2026.

Return to the Canvas work