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Contacts often send PDFs or office documents instead of typing details. Document reading extracts useful text/insights into custom fields so your Flow or Agent can continue.

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When to use it

  • Parse an invoice number and amount
  • Summarize a contract or statement
  • Capture fields from an application form PDF
  • Route support based on document type
For your reference docs that train the agent, use Files or Knowledge sources instead.

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Typical Flow pattern

1

Ask for the document

Prompt the contact to upload a file. Save it with User Input / Get User Data.
2

Run the AI document action

Use the provider/document AI action available in your workspace (often via OpenAI or the AI tools panel). Pass the file field and a clear extraction prompt.
3

Store structured results

Save the summary or fields into custom fields (invoice_total, doc_type, …).
4

Continue safely

Confirm extracted values with the contact before charging, booking, or updating external systems.

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Prompt example

Treat extracted values as untrusted until confirmed. OCR and model errors happen — especially on scans and photos of documents.

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Next

Files

Upload your own docs to train an Agent.

Functions & actions

Push confirmed data into your backend.