Storage

Overview

The Storage feature in UPTIQ Workbench functions similarly to Tables but is specifically designed for document storage. While Tables handle structured data storage, Storage allows AI agents to store, retrieve, and manage documents across workflows. This ensures that AI-driven processes have seamless access to necessary files for decision-making, document processing, and data extraction.

With Storage, developers can: ✅ Store various document types (e.g., PDFs, images, scanned forms) that AI agents process. ✅ Retrieve stored documents dynamically within workflows. ✅ Enable AI models to reference documents for information extraction and analysis.

How Storage Works in AI Workflows

To facilitate document handling, UPTIQ provides specialized workflow nodes for reading and writing storage data.

Storage Write Node → Saves documents into a configured storage location. Storage Read Node → Retrieves documents using a unique Storage ID, allowing workflows to access required files dynamically.

📌 For detailed node configuration, refer to: ➡ Storage Read Node ➡ Storage Write Node

Key Features & Benefits of Storage

✅ Seamless Document Management – Store AI-processed files and retrieve them across workflows as needed.

✅ Workflow Automation – Enable AI agents to dynamically fetch relevant documents for review, processing, or analysis.

✅ Persistent File Access – Unlike transient data passed between workflow nodes, documents stored via Storage remain accessible for future use.

✅ Optimized for AI Document Processing – AI agents can extract, summarize, or validate information directly from stored files, making workflows more intelligent.

✅ Flexible & Scalable – Designed to support various file formats, making it ideal for applications such as loan origination, legal document processing, financial analysis, and compliance verification.

Best Practices for Using Storage in Workflows

Organize Storage Efficiently – Use structured storage locations for different file types (e.g., applications, invoices, contracts). Utilize Storage IDs for Retrieval – Always reference documents using Storage IDs to ensure precise access. Optimize File Handling – Store only necessary documents to manage storage efficiently and reduce retrieval times. Ensure Compliance & Security – Implement proper access controls to prevent unauthorized document access.

Key Takeaways for Developers

✅ Use Storage for Persistent Document Handling – AI workflows can dynamically fetch and process documents stored in Storage. ✅ Leverage Read/Write Nodes for Automation – Automate document storage and retrieval within agent workflows. ✅ Integrate with AI-Driven Workflows – Enable AI agents to extract insights from stored documents, improving automation and decision-making.

By integrating Storage into workflows, developers can enhance AI-powered document management, making AI agents more efficient and capable of processing real-world business documents.