Create a Discovery

Discovery results table showing extracted data from multiple documents

This guide walks you through creating a discovery from start to finish, including how to work with, verify, and export your results. To create a Discovery:

Create a new discovery or start from a template
Add columns to define what to extract
Add documents and run the discovery

Creating a Discovery

Start a new discovery

Navigate to the Discovery section and click + New Discovery in the top right corner.

Discovery section with New Discovery button highlighted

Name your discovery

Enter a descriptive name for your discovery. You’ll see an empty table ready for columns and documents.

New discovery view with empty table and Add Column button

You can also start a Discovery from a pre-built template. Templates come with columns already configured for common document types.

Work with a Template

Learn how to use and create reusable templates with pre-configured columns.

Adding Columns

Columns define what information Libra extracts from each document. Each column becomes a question that Libra answers for every document.

Click Add Column

Click + Add Column in the table header or toolbar to open the column configuration dialog.

Add New Column dialog with Column Label, Prompt, and Answer Type fields

Configure the column

Fill in the column details:

Column Label: A short name that appears as the column header (e.g., “Document Type”)
Prompt: Instructions telling Libra what to look for (e.g., “Determine and identify the category of this document, specifying the type of contract or any other relevant classification”)
Answer Type: The format of the extracted data

Answer Type dropdown showing Text, Yes/No, Number, Date, Bullet List, and Currency options

Available answer types:

Text: General information and descriptions
Yes/No: Presence or absence checks
Number: Quantities and amounts
Date: Dates and deadlines
Bullet List: Multiple items
Currency: Monetary values

Start with your most important columns. You can always add more later after seeing initial results.

Adding Documents

Open the document selector

Click Add Documents in the toolbar to open the document browser.

Discovery view with Add Documents button highlighted

Browse or upload files

Select documents from your project or upload new files using Upload Files or Add Folder.

Add Documents dialog showing file browser with Upload Files and Add Folder buttons

Select documents

Check the documents you want to include. Choose whether to add them as separate rows or combine them.

Document selection with checkboxes and Add as rows options

Wait for processing

Libra processes your documents. You’ll see a progress indicator as files are uploaded and prepared.

Document processing progress showing files being uploaded

Start the discovery

Once documents are added, click Start discovery to begin extraction. Libra will analyze each document and fill in your columns.

Discovery table with documents added and Start discovery button ready

Continue working while processing

Discovery runs in the background, so you can continue working in Libra while extraction completes. You’ll see a progress indicator and be notified when results are ready.

Discovery processing in the background with progress indicator

Working with Results

After a discovery completes, results display as a spreadsheet-like table:

Rows: One row per document analyzed
Columns: The data points you defined in your template
Cells: The extracted information for each document/column combination

Sorting and Searching

Sorting: Click any column header to sort the table by that column. Click again to reverse the sort order. This helps you find the highest or lowest values, group similar items together, and identify outliers.

Searching: Use the global search field to find specific content across all documents and columns. Type your search term and the table updates to show only matching rows.

Verifying Results

Discovery results table with sidebar showing source text and reasoning for an extraction

Click on any cell to see the extracted value, Libra’s reasoning, and the exact source text from the document.

Always spot-check extracted data, especially for important fields. AI extraction is highly accurate but not perfect.

To verify an extraction:

Click on the cell you want to check
Review the Source text that Libra identified
Click through to view the text in the original document
Confirm the extraction is correct

Need to correct an extraction? Click on any cell, then select the pen icon in the sidebar to edit the value. Your changes are saved to the discovery but don’t affect the original documents.

Exporting Results

Export dialog showing format options for discovery results

Export your discovery data for use in other applications. To export:

Click Export in the results view
Choose your format
Download the file

Continuing Analysis in Chat

Discovery results are a great starting point for deeper analysis. Once you’ve identified interesting findings in your table, you can continue the conversation in Chat.

Chat with Discovery interface showing follow-up conversation about extracted data

After running a Discovery, click Chat with Discovery to ask follow-up questions about specific documents or compare provisions you’ve extracted in more detail.

Tips for Effective Discoveries

Group similar documents

Discovery works best when documents are similar in structure. Running discovery on very different document types may produce inconsistent results.

Start with key fields

Begin with the most important columns. Once those work well, add more. It’s easier to debug a template with fewer columns.

Verify critical data

For high-stakes decisions, always click through to the source text to confirm extractions are correct.

Use Chat for follow-up

After identifying interesting findings in your table, use Chat with Discovery to ask deeper questions about specific documents.

Next Steps

Templates

Create custom templates for your specific extraction needs.

Review

Analyze individual documents in depth.

Getting Started

Features

Integrations

Help & Account

Creating a Discovery

Work with a Template

Adding Columns

Adding Documents