Datavestigo Quick Start Guide: Your Step-by-Step Project Journey

Welcome to the Datavestigo Quick Start Guide! This comprehensive walkthrough provides clear instructions for creating and executing a project using Datavestigo.

Table of Contents:

Step 1: Create a New Project

  • Add Project: Start by clicking “Add Project” located in the left navigation bar to set up your new initiative.

How to Add New project in Datavestigo

Step 2: Define Project Details

  • Access Details Section via the left navigation bar.
  • Project Configuration:
    • Project Name and Description: Enter a project title and short description for your reference.
    • Data Entity Name and Retrieval Description: Name your data entity and concisely describe the retrieval process.

How to define project details in Datavestigo

Step 3: Configure Attributes

  • Open Attributes Section in the left navigation bar and define essential parameters. Do not forget to Save Changes before you move to other section.
    • Attribute Name: Designate this as the column heading in your Excel export.
    • Attribute Type: Specify data types (e.g., text, number, date).
    • Retrieval Instructions: Provide directives for the AI on obtaining this information.
    • Example Value: Include a sample representing the anticipated data.
    • Primary Key: Indicate if this attribute is unique for each data entry.
    • Required: Determine if this attribute is mandatory for every entry.

How to define attributes within Datavestigo project

Step 4: Select a Data Loader

  • Open Loader Section using the navigation bar to select your data source.
  • Choose from the Following Loaders:
    1. Web Data Loader: Use this to collect data from specific websites through URLs.
    2. Internal File Storage: Select for managing internal file uploads.
    3. Email Document Loader: Process documents sent to a specified email. This functions in stream mode, managing emails upon receipt.

How to select data loader within Datavestigo

Step 5: Launch the Project

  • Access Launcher Section via the navigation bar.
  • Start Project NOTE: Scheduling project launches for later will be included in a future update.

How to select data loader

Step 6: Review and Download Results

  • Open Results Section: Check this area to confirm project completion.
  • Download Options: Results can be downloaded in JSON or Excel format. NOTE: When using the Email Loader, the status remains “in progress,” but the latest processed file is viewable in the “latest update” column.

How to download results of project in Datavestigo

Step 7: (Optional) Export Results

  • Access Export Results Section to explore export options.
  • Email Exporter: Select this for email delivery of your results. NOTE: Future updates will include additional exporters like G-drive, Slack, Google Sheets, and more.

How to set result exporter in Datavestigo

Now you’re all set to manage your data projects efficiently with Datavestigo!

Wanna know what Datavestigo can be used for? Check our use cases

Frequently Asked Questions (FAQs)

Q: What is the first step to start a project in Datavestigo?

A: Begin by clicking 'Add Project' in the left navigation bar to set up your new project.

Q: How do I define project details in Datavestigo?

A: Access the Details Section in the left navigation bar, then input the project name, description, data entity name, and a simple retrieval description.

Q: What are attributes in Datavestigo, and how do I configure them?

A: Attributes represent the data fields you want to extract. Configure them by naming the attribute, specifying the data type (e.g., text, number, date), providing retrieval instructions, and offering an example value.

Q: Can I specify unique and mandatory attributes in Datavestigo?

A: Yes, you can mark attributes as a Primary Key if they uniquely identify data entries and set attributes as required to ensure they are mandatory for each entry.

Q: What data loaders are available in Datavestigo?

A: Datavestigo offers three types of loaders: Web Data Loader for URLs, Internal File Storage for file uploads, and Email Document Loader for processing documents sent to a designated email address.

Q: How do I launch a project in Datavestigo?

A: Navigate to the Launcher Section in the left navigation bar and click 'Start Project.' A scheduling option will be available in future updates.

Q: Where can I review and download project results?

A: Check the Results Section to review your project's status. You can download results in JSON or Excel format once processing is complete.

Q: How does the Email Document Loader status work?

A: For Email Loader projects, the status will remain 'in progress,' but you can view the latest processed file in the 'latest update' column.

Q: Can I export results to other platforms in Datavestigo?

A: Yes, you can use the Email Exporter to send results via email. Additional exporters like Google Drive, Slack, and Google Sheets will be available in future updates.

Q: What file formats are supported for downloading results?

A: Results can be downloaded in either JSON or Excel format.