---
sourceDocument: Australia Enable AI
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/pt-BR/intelligent-experiences

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Enable AI

ft:clusterId :

    - platai

bundleId :

    - platai

workflow :

    - Platform


---

# Set up document extraction use cases

# Set up document extraction use cases {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 min. de leitura

In Document Intelligence, a use case is used to define the structure of a type of document you want to process. It's made up of the use case record and its related fields, field groups, integrations, flows, and all the related machine
learning (ML) models.
Importante:  
Starting with the Zurich release, Document Intelligence is being prepared for future deprecation. It will be hidden and no longer activated on new instances but will continue to be supported. For details, see the Deprecation Process article \[[KB0867184](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0867184)\] in the Now Support Knowledge Base. Instead, you can extract information from documents using the Now Assist in Document Intelligence application. For more information, see [Now Assist in Document Intelligence](https://servicenow-prod.fluidtopics.net/Dq_6c8JJ_cu9yJcvDkosRA "Use ServiceNow Now Assist in Document Intelligence to analyze and extract information from unstructured documents with generative AI.With ServiceNow Now Assist in Document Intelligence, you can use generative AI to get key information from digital documents into your automation workflows.").

## Overview of document extraction use cases {#set-up-document-extraction-use-cases__section_ojy_2fw_qxb}

In a document extraction use case, you define the information that you want the AI to detect in a document. Do this by specifying the type of document to process, the fields to detect, and the location where document processing
results are to be stored.

For example, if you want to process invoice documents, you may want an "Invoice" use case. This use case could have fields for date, invoice number, item, and so on, to define which information needs to be extracted from the
document.

After you've defined a document extraction use case, agents can begin processing documents for it in document tasks.  
Nota:  
Use cases for Now Assist in Document Intelligence skills have a separate setup process. For more information, see [Configuring Now Assist in Document Intelligence](https://servicenow-prod.fluidtopics.net/uGVXyv_YH7y0E4qMLFWlFQ "If you have the admin role, you can configure the Now Assist in Document Intelligence feature, enabling agents to use its generative AI skills within their application workspace.").

## Workflow {#set-up-document-extraction-use-cases__section_qjy_2fw_qxb}

Set up a document extraction use case in the following steps.

1. [Create a use case](https://servicenow-prod.fluidtopics.net/skX0vL1TilA8qqLEjfqP8A "Create a use case record to define a document you want to process in Document Intelligence. For example, invoices or driving licenses.").

   Define the name, and target table, and language for the use case.
2. [Create a field for data extraction](https://servicenow-prod.fluidtopics.net/ZjHcZVgtfXCp6X28mqdYfw "Set up fields as part of your use case. Document Intelligence uses fields to identify and extract data from documents. Fields can be grouped to help DocIntel extract data from documents with tables, check box lists, and other logical groupings of fields.").

   Define the fields that the AI will learn to detect and extract values from.

   Define any groupings of fields to help extract and organize data gathered from tables or information patterns, like check box
   lists.
3. [Configure data extraction modes](https://servicenow-prod.fluidtopics.net/SwkPc22T~MBJttuF4tIz2w "Configure the extraction modes for use cases to define how Document Intelligence extracts fields from documents.").

   Define how fields should be extracted from documents in a document task.
4. [Set up integrations](https://servicenow-prod.fluidtopics.net/CCVJ12OyOO0cUVcjiMhRPw "Configure an integration to trigger document task processing or value extraction. Integrations can be used to quickly set up flows with other applications.").

   Configure an integration to trigger document task processing or value extraction for workflows with other applications.

{#set-up-document-extraction-use-cases__ol_rjy_2fw_qxb}

As agents work on document tasks to extract field values from individual documents, the AI will learn from the feedback and continue to improve.