> ## Documentation Index > Fetch the complete documentation index at: https://labs.laer.ai/llms.txt > Use this file to discover all available pages before exploring further. # UI Walkthrough ## How To Create A Data Upload Learn how to efficiently manage your document uploads and organize them using custom workflows within the AIDA platform. This guide provides a step-by-step walkthrough for setting up new data breach collections and structuring your processing pipeline Click a Project ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/78dea99e-d122-4c46-98df-cb858169a364/ascreenshot_4f2403e4fb684595bc4030286d5fd8f7_text_export.jpeg) Click "Collections" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/a154017f-36e5-4e71-bab5-2ab1465ed354/ascreenshot_c0c08c3eb10b4ed79386e7d0f275da61_text_export.jpeg) ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/48eb239e-5af7-4d02-a483-47a10e413d74/ascreenshot_35e09f856e2e4da684681d28f451cfd3_text_export.jpeg) Click "Data uploads" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/8f193bfe-3b6a-42c1-9c71-a19148fc3925/ascreenshot_7ddbbb02d2e048149e9ac5e8ff749e4b_text_export.jpeg) Click "Create an upload" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/e94fae34-adec-4729-b132-bd7bcd836f7c/ascreenshot_2c8a168da5fe47f0af327f11f7986561_text_export.jpeg) Click "Upload documents" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/354a64eb-5d5b-490f-814c-489922fff666/ascreenshot_262d91d21a5948638e1471740891cb0b_text_export.jpeg) Click "Upload any folder or zip file of native documents" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/92715c56-050b-48b2-af9c-ecfdffa30563/ascreenshot_c35e516df8f64ab5b71cc536352882f2_text_export.jpeg) Click the "Upload Name" field. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/65ca3a51-917c-468b-a195-7d5b6555dd21/ascreenshot_7347e3db00f746938f8d1549f5eb00d1_text_export.jpeg) Click "Upload" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/bdd54741-7803-46bd-9f70-3dd6398772b3/ascreenshot_a768a874e70d40d08596ca31a56a67d5_text_export.jpeg) Click "a zip file" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/294c7e2e-b45d-4224-a745-1b7c06ce6322/ascreenshot_120589b0d806476cba985a704cdf7b50_text_export.jpeg) Click "Upload" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/b5067dc1-770b-4293-89dd-45d9255df442/ascreenshot_b648c5a4fbc3436eae244af1dcd70598_text_export.jpeg) Click this icon. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/b9bd30fa-7a4d-49be-aec9-dbccb0f46c29/ascreenshot_459a63ad8865478db7388b86a7c11435_text_export.jpeg) Click "Workflows" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/ea6b0eec-a043-4d4f-a0bb-da30e3e0b226/ascreenshot_ed094845031348e3ab36f47ae6dd4a6e_text_export.jpeg) Click "Create new" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/aedef50e-f126-47fb-8683-f5f233cc8978/ascreenshot_ea461b23db5f4db58232cd2b7d258da7_text_export.jpeg) Click "Custom" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/2ff88bef-5bd8-41a6-ac22-37d72d495918/ascreenshot_ab507bf82b3543788111035f230007f7_text_export.jpeg) Click here. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/9721f15b-bf7c-4679-85d3-dfb39fac2d45/ascreenshot_d9bab861dc724775857cf0541cf07276_text_export.jpeg) ## How to Create and Run a PII Detection Workflow Learn how to set up a custom privacy review workflow for detecting personally identifiable information in your documents. This guide covers the end-to-end process from selecting a template to configuring settings and exporting your final results. 1\. Click "Create new" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/8e4e7611-495e-4096-8a15-2ee3c9b160cf/ascreenshot_1d74f6cbefd647488694ec5c953d7594_text_export.jpeg) 2\. Select the 'PII Entity Extraction' template. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/0145ad9b-9393-4f14-afca-31610cf2a276/ascreenshot_839c7402517545cd92476bd28a977824_text_export.jpeg) 3\. Click "Create Workflow" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/2aa99be1-4601-41ad-80c1-36224d817b32/ascreenshot_add30b46a3424a9dad63206f1e503048_text_export.jpeg) 4\. Select the newly created workflow. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/3cc0538c-ffac-4245-b0eb-590fca71fadb/ascreenshot_932a8080e68c42c7bb4734a1ee7c825c_text_export.jpeg) **Data Import** 5\. Navigate to the 'Input Data' tab. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/dd783144-e69f-41ea-9f7e-96e9a544e264/ascreenshot_f89e33e498614dda9a28c00118801bf1_text_export.jpeg) 6\. Click "Add Data" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/dd4de412-6a10-43df-a16a-8b2d3e5c2a0f/ascreenshot_424d24d1d56b4bba962fd7fa9151caaa_text_export.jpeg) 7\. Enter 'Sample set' as the import name. 8\. Select 'Sample set' from the Dataset dropdown. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/0bbf9aeb-4649-4edb-ad95-eec2a000c1e1/stack_animation.webp) 9\. Click "Import" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/5ac761ee-13d6-4cd8-be09-eaefbaa802ea/ascreenshot_8c7cb2ad4e15451194cf15a0d2d04a49_text_export.jpeg) 10\. Navigate to the 'Documents' section. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/2e6ce1bd-da8c-4f74-ab14-2c8f82f76535/ascreenshot_0de9de3fb0754ca09f963ed3ef72f2ad_text_export.jpeg) **Workflow Configuration** 11\. Navigate to the 'Configuration' tab. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/eb8adfd9-ad3f-42d8-bf0d-96dda2a1b722/ascreenshot_8d46c98133334589ba41c87bde7655ad_text_export.jpeg) 12\. Open the 'PII Detection' settings. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/d87401b0-03de-43d4-9587-7b941e3a087e/ascreenshot_ad2672b2c47e4856891e2cd98fb444cc_text_export.jpeg) 13\. Deploy the workflow. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/e0cd24f5-5638-477e-8a6f-dbb20db2683e/stack_animation.webp) 14\. Navigate to the 'Flow' tab. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/9da39a34-be8c-478a-89d7-2c20b0d1a857/ascreenshot_0ffde062213e40ebba65b9c7e1ba34b6_text_export.jpeg) **Results Review** 15\. Open the 'PII Review' workflow. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/91c803d9-1b8a-4704-9c59-9537c3bb719c/ascreenshot_cfd630dfac13456e8878f997cb450a4f_text_export.jpeg) 16\. Click "Flow" ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/8ea7be5c-ddca-4b45-8969-4cd526bf7d38/ascreenshot_d6389fd6aeae49c4a78511b122411eca_text_export.jpeg) 17\. Select a document to review detected PII. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/4be13c42-ece6-42c6-b5ad-6fc3b66b1957/ascreenshot_a32209da372349b3be7a38b0bca40c25_text_export.jpeg) 18\. Return to the document list. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/ca9bb860-1c8e-4599-8929-b2322eccdd53/ascreenshot_040c69f3f3a140ecaa9140376171e1dc_text_export.jpeg) 19\. Navigate to the 'Output' tab. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/612ab0ec-52b9-4668-8a71-18c52e5a978e/ascreenshot_22ed0dcba4ea483fabb69cff63dd252c_text_export.jpeg) **Export Management** 20\. Export the results as a .CSV file. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/af81535c-11f9-48c0-a73a-78ed3b612bc0/stack_animation.webp) 21\. Navigate to the 'Exports' page. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/88156fdf-ee69-4963-98a7-27a80e963209/ascreenshot_b8c1bdbd414841af8af728942b067b80_text_export.jpeg) 22\. Delete the export record. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/e83f97ae-3e93-45fe-8cf2-8e1b8e1797e4/stack_animation.webp) ## Exporting Workflow Results as CSV This guide provides instructions on how to navigate to your project workflow results and export them as a CSV file. Follow these steps to easily download and manage your data for further analysis or reporting. **Workflow Export** Navigate to 'Output' tab. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/e82a8e51-368f-42f5-bdc1-d3366490da0d/ascreenshot_13afc92fb81b46dfac37fa7270d1a242_text_export.jpeg) Click Export icon and select '.CSV'. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/60cb1bbe-c8dc-4277-9657-a0e76802e988/stack_animation.webp) **File Download** Select 'Exports' from sidebar. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/35d19e89-c587-4e1b-8fef-b184d6a39877/ascreenshot_e104b10fd0fa4a55b3808cbea2fe495d_text_export.jpeg) Click 'Download' and select filename to save CSV file. ![](https://colony-recorder.s3.amazonaws.com/files/2026-04-24/00821b7d-e8de-402a-9e95-984dadfdf921/stack_animation.webp)