Ways to Teach Tofie
Tofie is Tofu’s built-in AI that learns how to extract data from your invoices. The more you teach it, the more accurate and efficient it becomes. There are three ways to teach Tofie:
1. Self Prompt
Use this method during your initial setup or when adding a new supplier with lots of invoice history.
Tofie will automatically pull past invoices from your connected accounting software
It analyzes these documents and builds the knowledge base for future extractions
Great for onboarding and jumpstarting your training with minimal manual input
📕 Note: Self Prompt can take some time, especially if there are many historical invoices. No need to wait around — you can come back once it’s done.
Once it’s done, we recommend reviewing the knowledge base entries to make sure everything looks accurate. You can also edit or delete any rules as needed.
💡 Best for: First-time setup
2. Tofie Icon
Click the Tofie icon at the top right of the screen when you're reviewing an invoice.
This lets you create or update rules based on the document you're currently verifying
You can tell Tofie how to handle specific suppliers or invoice formats directly from the invoice view
💡 Best for: Teaching on the fly while reviewing invoices
3. Knowledge Base
Go to the Knowledge Base tab in the setting page to manage and customize Tofie’s learning.
Add or update field rules manually
You can also select from pre-built templates to help you get started quickly with common invoice formats or supplier setups
View existing rules and make changes based on how you want invoices handled
Great for fine-tuning or managing edge cases
💡 Best for: Reviewing or editing extraction rules in detail
Ways to Teach Tofie
1. Introduction to Teaching Tofie 0:00
Understand the process from file review to invoice review.
Learn how to enhance Tofie, the AI assistant, for better data extraction.
2. Starting a Conversation with Tofie 0:17
Access Tofie from the invoice review view by clicking the Tofie icon.
Begin a dialogue with Tofie to provide instructions.
3. Providing Instructions to Tofie 0:29
Enter instructions in your own words.
Example: Request to aggregate all line items into a single description.
💡 You can enter instructions in any language
4. Generating Valid Prompts 0:56
Understand that complex requests may require multiple prompts.
Ask Tofie to generate a valid prompt for your instruction.
5. Saving Instructions 1:07
Review the generated prompt to ensure it meets your needs.
Save the prompt and confirm successful knowledge appending.
6. Accessing the Knowledge Base 1:22
Recall the knowledge base from settings to input instructions directly.
Note that knowledge can also be added directly through Tofie.
7. Using Templates for Instructions 1:47
Access templates for easier guideline addition.
Choose relevant templates (e.g., GST and VAT) and edit as necessary.
8. Inserting Edited Prompts into Knowledge Base 2:16
After editing, insert the prompt into the knowledge base.
The knowledge base is automatically updated.
9. Reattempting Data Extraction 2:43
Return to the invoice and reattempt the extraction process.
Verify that the input instructions are working correctly.
10. Conclusion 2:59
Review the results of the extraction to ensure it meets expectations.