When business information lives in a document, it can be very hard to recover the value of that data and incorporate it into digital workflows.

Some processes still require documents because there are no digital alternatives like identity documents. Others still use scans of paper documents like receipts, invoices, or cheques. There are also all the legacy reasons when a document is the output of another process such as laboratory analysis or insurance underwriting.

To realize value, documents need to be digitized, leading to manual data extraction and introducing human error.

Overview

Document Intelligence transforms digital documents into value for your workflows.

Document Intelligence drives process efficiency to allow agents to focus on solving problems. It reduces manual data entry and typing errors while providing fast time to value.

Classify any type of document and extract data from structured and semi-structured documents for any industry use case. It scales as your business processes change over time, thanks to state-of-the-art continuously learning AI. Leverage these Now Platform capabilities for faster ROI without compromising security.

Key highlights

• Low-code: Define your use cases with a low-code guided setup. Agents begin teaching the AI through the autocomplete feature.
• Quick value realization: Ability to quickly and effectively process documents that can’t be automated, with zero historical data, offering quantifiable time savings from Day 1.
• The application gets better and better: Recommendations improve over time, increasing the amount of work performed by AI and the number of daily documents processed by each user.
• Delightful User Experience: Easy to use for nontechnical and line-of-business knowledge workers.

Get Started

	Install the Document Intelligence Admin plugin, all the dependencies will be installed.
	Gather sample documents. You'll need at least 10 documents for each type and format.
	Identify which application to integrate with. Document Intelligence can be used in your custom applications or is available via OOB integration to Customer Service Management (CSM), Financial Services Operations (FSO) and Accounts Payable Operations (APO). Learn more in the docs.
	Create the Document Intelligence Use Cases, using Document Intelligence Admin. You can set up use cases for document extraction and for classification.
	Configure the Flows or Integrations. You can use the template Flows for custom applications, or any of the OOB integrations.
	Process a few documents with manual review.
	Assess the results and define the level of automation (Recommendation, Auto-fill, Full automation) that is best suited for your targeted outcome.

Go further

Introduction to Document Intelligence Data Extraction and Best Practices

Want to learn all the ins and outs of Document Intelligence for Data Extraction? Follow this guide to configure your first use case and test it out for a few documents.

Using Document Intelligence with Flow Designer

Ready to automate the end-to-end process? Follow this guide to use Document Intelligence in Flow Designer to automate any workflow with documents. Leverage the pre-populated templates​ to configure Flows in minutes.

References

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