Documentation
Core WorkflowAI Parsing

AI Parsing

CraftStage uses AI to extract names and other personalization data from unstructured input. Instead of reformatting your data to match a specific template, you paste or upload what you have and let CraftStage figure out the structure.

Input methods

You can provide your data in two ways:

Paste Text

Copy and paste directly from an email body, a text document, a chat message, or any source. CraftStage handles common formats including numbered lists, comma-separated names, "Last, First" format, and "Name - Title" pairs.

Example input:

Please engrave the following:
1. John Smith - Captain
2. José García
3. O'Brien, Mary - Vice President
4. Dr. Christopher Richardson-Montgomery III - CEO

Upload File

Drag and drop an Excel (.xlsx) or CSV file. CraftStage reads the columns and maps them to your template fields. Headers are detected automatically.

How parsing works

When you click Parse, CraftStage sends your input to an AI model that:

  1. Identifies individual items (one per person/row)
  2. Extracts field values like name, title, company, and date
  3. Preserves special characters (accents, apostrophes, umlauts)
  4. Detects patterns like "Last, First" and reorders if needed
  5. Assigns a confidence score to each item

Parsing typically takes 2–5 seconds depending on the size of the input.

Confidence scores

Every parsed item gets a confidence score from 0 to 1 that indicates how certain the AI is about the extraction:

ScoreIndicatorMeaning
0.85 – 1.00Green checkmarkHigh confidence — auto-accepted
0.60 – 0.84Yellow flagNeeds review — something may be ambiguous
Below 0.60Red warningUncertain — likely needs manual correction

Items flagged for review show a Needs Review badge. You must acknowledge or edit every flagged item before you can add the batch to the job.

Reviewing and editing results

The parse results appear in a preview table. Every field is editable — click any cell to change it. Common situations that trigger review flags:

  • Name reordering — "Smith, John" was interpreted as "John Smith" (confidence may be lower if the format is ambiguous)
  • Missing fields — Only a name was detected but no title
  • Ambiguous separators — Dashes could be part of a hyphenated name or a separator between name and title

After reviewing, click Add to Job to save the parsed items. You can always edit individual items later on the job detail page.

Parsing tips

  • Include context when pasting. The AI uses surrounding text to better understand the data format.
  • For Excel files, use clear column headers. "Name", "Title", "Company" work better than "Column A", "Column B".
  • If the AI consistently misinterprets a format, try adding one or two correctly formatted examples at the top of your pasted text.
  • You can parse additional data into the same job. Click Parse More on the job detail page to add another batch.

Next step

After parsing, you'll map fields to connect your parsed data to your template.