---
title: Automation
slug: automation
docTags: 
createdAt: 2021-12-20T22:32:52.000Z
---

Fields are populated via the Automation tab, where you can create Kits. Kits define a set of rules and strategies for identifying the pattern around values you would like to extract from the document. These rules and strategies are referred to as **Tools** and you can have several Tools within a Kit and can even use multiple Kits to populate a Field with multiple records.

Please note that when adding a Kit, the Kit is associated with a single Schema, although you can associate any number of Kits with a given Primary or Sub Schema.

To create a Kit, just locate the "Automation" tab of your Pattern. Please note that you will have to have saved your Pattern and reaccessed it from the Pattern List in order to create a Kit.

![](https://api.archbee.com/api/optimize/5NdwKZ3fWZT6oX-rA7jJu/bC3bWhkdgxr_DcukZAvt4_screen-shot-2022-01-25-at-135722.png)

This will then open up the following screen if you haven't added any Kits before:

![](https://api.archbee.com/api/optimize/5NdwKZ3fWZT6oX-rA7jJu/5SznyhsfOBF5vTVb7M9wj_screen-shot-2022-01-25-at-165935.png)

The Kit addition screen allows you to name the Kit (which helps keep you organized if you use multiple Kits on the same Schema) and select a Schema to be associated with it. Selecting the Schema is how you will associate an automation strategy (the Tool) with a specific Field within the Schema.

::Image[]{src="https://api.archbee.com/api/optimize/5NdwKZ3fWZT6oX-rA7jJu/nxnB9Ni3YDy7X0m4hN9-S_add-kit-dialog2x.png" size="88" width="2220" height="2028" position="center" showCaption="false"}

Once you add the Kit, you will then be able to add Filters and Tools.

This section of the user guide will cover the following Tools:

| **Tool**      | **Number of Records** | **Description**                                                                                                                                                                   |
| ------------- | --------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Column Tool   | Multiple              | Locates data entries contained inside of table columns                                                                                                                            |
| Row Tool      | Multiple              | Locates data entries contained inside of table rows                                                                                                                               |
| Text Tool     | Single/ Multiple      | Locate data contained in free text and other strings                                                                                                                              |
| Cell Tool     | Single                | Locates data contained inside of individual table cells                                                                                                                           |
| Constant Tool | Single                | Associates a user-defined value with the schema field                                                                                                                             |
| Anchor Tool   | Single                | Establishes a regex to search from identify target values. Particularly<br />useful for identifying values that are consistently in the same place<br />relative to other values. |

