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Creating a Knowledge Base based on PDF reports

In this article, you’ll learn how to create a PDF-based Knowledge Base.

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Written by Öykü Aygül
Updated over a week ago

A Knowledge Base (KB) is a collection of source data that powers an Insight Booster (IB) project.

A PDF-based Knowledge Base allows you to work with PDF files - such as reports, whitepapers, or publications - uploaded directly into the platform. By clicking "Create", you can build a KB that draws data from one or more PDF files.

In this article, you’ll learn how to create a Knowledge Base from PDF documents.

To create a Knowledge Base, navigate to the Knowledge Base icon in the blue ribbon at the top of the page. Alternatively, you can open an existing Insight Booster project and create a Knowledge Base directly within that project. More details can be found in the article titled “Creating a Knowledge Base”.

Click “Select input data”.

Upload the PDF file(s) you would like to work with. Once they have been uploaded, they will appear under “Files”. Click “Select file(s)” to continue.

Provide a file name and click “Continue”.

The PDFs you uploaded will be merged into a single file to facilitate the analysis. Although the files will be combined, you will still have access to information about the original source for each piece of text in the Knowledge Base and the Insight Booster project.

You can find both the merged PDF and the individual PDFs under “Files”.

Click “Import” to import the data.

Click “Continue” to proceed to workflow settings.

If there’s something specific you’d like to focus on within the data, you can enter it here. The workflow will then extract parts of the posts that relate to your area of interest. You can also choose a language for the summaries, regardless of the original data's language.

Immediate single run

Keep the default selection of “Immediate single run” and click “Continue”.

You can either create a new Knowledge Base or update an existing one. If you are creating a new one, provide a clear name for your Knowledge Base, and it will appear under this name in the Knowledge Base list.

Next, enter a name for the workflow, which will be displayed under “My Workflows”. You may also add a description for the workflow if desired.

If you are updating an existing Knowledge Base, select “Update” as the action type and choose the Knowledge Base name from the list below.

Once you have completed these details, click “Create” to finalize the setup.

Once your Knowledge Base has been created, you’ll see it under “My Knowledge Bases” accessed through the blue ribbon on top. You will also receive an email once the Knowledge Base has been created. Successfully created KBs have the green tick mark next to their name.

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